American Century Value Fund (TWVLX) Alternatives
American Century Value Fund (TWVLX) 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 TWVLX. 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 TWVLX
TWVLX charges 1.01% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among TWVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | TWVLX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | TWVLX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | TWVLX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | TWVLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | TWVLX vs TILVX |
Best Risk-Adjusted Alternatives to TWVLX
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 | TWVLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | TWVLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | TWVLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | TWVLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | TWVLX vs VALAX |
Top Performing TWVLX Alternatives (YTD)
TWVLX 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 | TWVLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | TWVLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | TWVLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | TWVLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | TWVLX vs HFCVX |
Lowest Volatility Alternatives to TWVLX
TWVLX 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 | TWVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | TWVLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | TWVLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | TWVLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | TWVLX vs ACIIX |
Lowest Drawdown Alternatives to TWVLX
TWVLX 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 | TWVLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | TWVLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | TWVLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | TWVLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | TWVLX vs PSECX |
Other Mutual Funds from American Century
Most popular American Century mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 20 | -12.28% | Nov 2, 1981 | TWVLX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 22 | -13.48% | Jun 30, 1971 | TWVLX vs TWCGX | |
| American Century Global Gold Fund | Precious Metals | 90 | -0.90% | Aug 16, 1988 | TWVLX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 36 | -14.41% | May 31, 2006 | TWVLX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 27 | -12.29% | Jun 30, 1971 | TWVLX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 9 | -10.01% | Nov 10, 1987 | TWVLX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 30 | -0.79% | Dec 29, 1986 | TWVLX vs BCHYX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 55 | -1.93% | Dec 17, 1990 | TWVLX vs BIGRX | |
| American Century Utilities Fund | Utilities Equities | 81 | 9.37% | Feb 28, 1993 | TWVLX vs BULIX | |
| American Century Mid Cap Value Fund | Mid Cap Value Equities | 22 | 0.97% | Mar 31, 2004 | TWVLX vs ACMVX |
Often Compared With TWVLX
What investors most often compare with TWVLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | TWVLX vs SWPPX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 46 | -6.75% | Nov 13, 2000 | TWVLX vs VTSAX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | TWVLX vs VOO | |
| American Century Focused Global Growth Fund | Global Equities | 10 | -10.72% | Nov 30, 1998 | TWVLX vs TWGGX | |
| Vanguard PRIMECAP Fund Investor Shares | Large Cap Growth Equities | 68 | -5.88% | Nov 1, 1984 | TWVLX vs VPMCX |
Compare TWVLX with Any Fund or Stock
Compare TWVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.