Smead Value Fund (SMVLX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SMVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMVLX
SMVLX charges 1.26% annually. There are 292 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | SMVLX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | SMVLX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SMVLX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SMVLX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | SMVLX vs VVIAX |
Best Risk-Adjusted Alternatives to SMVLX
SMVLX has a PortfoliosLab risk / return rank of 74. There are 149 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | SMVLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | SMVLX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | SMVLX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | SMVLX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | SMVLX vs AVLVX |
Top Performing SMVLX Alternatives (YTD)
SMVLX is at 17.31% YTD. There are 47 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | SMVLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | SMVLX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | SMVLX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | SMVLX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | SMVLX vs YAFFX |
Lowest Volatility Alternatives to SMVLX
SMVLX has 14.08% 1-year volatility. There are 299 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | SMVLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | SMVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | SMVLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | SMVLX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | SMVLX vs TMMAX |
Lowest Drawdown Alternatives to SMVLX
SMVLX has a 1-year max drawdown of -5.90%. There are 29 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SMVLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SMVLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | SMVLX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | SMVLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SMVLX vs SVAIX |
Often Compared With SMVLX
Investors most often compare SMVLX with FSMVX, SPY, SCHD. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SMVLX with Any Fund or Stock
Compare SMVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMVLX with funds that move differently
Smead Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMVLX.
Explore SMVLX Diversifiers