Smead Value Fund (SMVLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SMVLX
SMVLX charges 1.26% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among SMVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | SMVLX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | SMVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | SMVLX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | SMVLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | SMVLX vs TILVX |
Best Risk-Adjusted Alternatives to SMVLX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | SMVLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | SMVLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | SMVLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | SMVLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | SMVLX vs VALAX |
Top Performing SMVLX Alternatives (YTD)
SMVLX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | SMVLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | SMVLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | SMVLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | SMVLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | SMVLX vs HFCVX |
Lowest Volatility Alternatives to SMVLX
SMVLX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | SMVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | SMVLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | SMVLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | SMVLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | SMVLX vs ACIIX |
Lowest Drawdown Alternatives to SMVLX
SMVLX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | SMVLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | SMVLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | SMVLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | SMVLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | SMVLX vs PSECX |
Often Compared With SMVLX
What investors most often compare with SMVLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Mid Cap Value Fund | Mid Cap Value Equities | 50 | 0.59% | Nov 15, 2001 | SMVLX vs FSMVX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | SMVLX vs SPY | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | SMVLX vs SCHD | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SMVLX vs VOO | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | SMVLX vs VTI | |
| Oakmark Fund Investor Class | Large Cap Value Equities | 20 | -4.16% | Aug 5, 1991 | SMVLX vs OAKMX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | SMVLX vs FBGRX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | SMVLX vs MEIAX | |
| Fidelity New Millennium Fund | Large Cap Value Equities | 29 | -6.28% | Dec 28, 1992 | SMVLX vs FMILX | |
| 6 Meridian Hedged Equity-Index Option Strategy ETF | Actively Managed, Volatility Hedged Equity | 51 | 7.67% | May 11, 2020 | SMVLX vs SIXH | |
| Capital Group Dividend Value ETF | Large Cap Value Equities, Dividend | 78 | -2.26% | Feb 22, 2022 | SMVLX vs CGDV |
Compare SMVLX with Any Fund or Stock
Compare SMVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.