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 246 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% | 13.00B | 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 | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | TWVLX vs VVIAX |
Best Risk-Adjusted Alternatives to TWVLX
TWVLX has a PortfoliosLab risk / return rank of 72. There are 119 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | TWVLX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | TWVLX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | TWVLX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | TWVLX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | TWVLX vs SABTX |
Top Performing TWVLX Alternatives (YTD)
TWVLX is at 10.34% YTD. There are 134 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | TWVLX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | TWVLX vs AVLVX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | TWVLX vs PKAIX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | TWVLX vs CFJIX | |
| AMG Yacktman Focused Fund | 19.89% | — | May 1997 | TWVLX vs YAFFX |
Lowest Volatility Alternatives to TWVLX
TWVLX has 10.56% 1-year volatility. There are 83 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | TWVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | TWVLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.83% | — | Feb 1996 | TWVLX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | TWVLX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.50% | — | Jul 1998 | TWVLX vs ACIIX |
Lowest Drawdown Alternatives to TWVLX
TWVLX has a 1-year max drawdown of -7.03%. There are 121 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 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 6 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 | 13 | 1.69% | 26.59B | Nov 1981 | TWVLX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 15 | 1.39% | 14.71B | Jun 1971 | TWVLX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 17 | -9.28% | 1.76B | Aug 1988 | TWVLX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 19 | 1.42% | 2.12B | May 2006 | TWVLX vs ACFOX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 16 | 1.80% | — | Mar 2022 | TWVLX vs ACIHX | |
| American Century Select Fund | Large Cap Growth Equities | 18 | 1.31% | 6.39B | Jun 1971 | TWVLX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 4 | 4.04% | 5.37B | Nov 1987 | TWVLX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 71 | 2.21% | 1.62B | Dec 1986 | TWVLX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 50 | 7.80% | 6.45B | Aug 1994 | TWVLX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 78 | 11.69% | 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