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 a closer substitute for your current allocation.
Cheapest Alternatives to TWVLX
TWVLX charges 1.01% annually. There are 249 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 | TWVLX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | TWVLX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TWVLX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | TWVLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | TWVLX vs TILVX |
Best Risk-Adjusted Alternatives to TWVLX
TWVLX has a PortfoliosLab risk / return rank of 60. There are 155 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 | TWVLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | TWVLX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | TWVLX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | TWVLX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | TWVLX vs SABTX |
Top Performing TWVLX Alternatives (YTD)
TWVLX is at 8.79% YTD. There are 190 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | TWVLX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | TWVLX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | TWVLX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | TWVLX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | TWVLX vs PXTIX |
Lowest Volatility Alternatives to TWVLX
TWVLX has 10.46% 1-year volatility. There are 107 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | TWVLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | TWVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | TWVLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | TWVLX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | TWVLX vs FLCCX |
Lowest Drawdown Alternatives to TWVLX
TWVLX has a 1-year max drawdown of -7.03%. There are 125 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | TWVLX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | TWVLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TWVLX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | TWVLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TWVLX vs SVAIX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, BGEIX and span 5 categories. AUM among these funds goes as high as $27B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 27 | 9.68% | 26.59B | Nov 1981 | TWVLX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 29 | 8.57% | 14.71B | Jun 1971 | TWVLX vs TWCGX | |
| American Century Global Gold Fund | Precious Metals | 26 | 2.13% | 1.76B | Aug 1988 | TWVLX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 34 | 9.28% | 2.12B | May 2006 | TWVLX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 34 | 8.87% | 6.39B | Jun 1971 | TWVLX vs TWCIX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 31 | 8.95% | — | Mar 2022 | TWVLX vs ACIHX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 6 | 6.69% | 5.37B | Nov 1987 | TWVLX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 67 | 2.11% | 1.62B | Dec 1986 | TWVLX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 41 | 6.14% | 6.45B | Aug 1994 | TWVLX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 79 | 11.88% | 1.99B | Dec 1990 | TWVLX vs BIGRX |
Often Compared With TWVLX
Investors most often compare TWVLX with SWPPX, VTSAX, VOO. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare TWVLX with Any Fund or Stock
Compare TWVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TWVLX with funds that move differently
American Century Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TWVLX.
Explore TWVLX Diversifiers