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 243 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | TWVLX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TWVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TWVLX vs FLCOX | |
| 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 94. There are 81 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | TWVLX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | TWVLX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | TWVLX vs FGINX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | TWVLX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | TWVLX vs MALVX |
Top Performing TWVLX Alternatives (YTD)
TWVLX is at 19.42% YTD. There are 87 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 33.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 33.21% | — | Jun 2015 | TWVLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.75% | — | Nov 1935 | TWVLX vs LEXCX | |
| PIMCO RAE PLUS Fund | 28.22% | — | Jun 2005 | TWVLX vs PXTIX | |
| AMG Yacktman Focused Fund | 27.69% | — | May 1997 | TWVLX vs YAFFX | |
| North Square Advisory Research Small Cap Value Fun... | 27.31% | — | Nov 2009 | TWVLX vs ADVGX |
Lowest Volatility Alternatives to TWVLX
TWVLX has 10.51% 1-year volatility. There are 79 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.63%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | TWVLX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | TWVLX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | TWVLX vs RIDAX | |
| American Century Equity Income Fund | 8.55% | 6.45B | Aug 1994 | TWVLX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.57% | — | Jul 1998 | TWVLX vs ACIIX |
Lowest Drawdown Alternatives to TWVLX
TWVLX has a 1-year max drawdown of -7.03%. There are 119 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 | TWVLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TWVLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TWVLX vs BUFBX | |
| Torray Equity Income 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, ACIHX and span 8 categories. AUM among these funds goes as high as $27B.
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