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 245 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 | |
| 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 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 87. There are 92 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | TWVLX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | TWVLX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | TWVLX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | TWVLX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | TWVLX vs PKAIX |
Top Performing TWVLX Alternatives (YTD)
TWVLX is at 14.20% YTD. There are 108 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | TWVLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | TWVLX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | TWVLX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | TWVLX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | TWVLX vs NFJEX |
Lowest Volatility Alternatives to TWVLX
TWVLX has 10.56% 1-year volatility. There are 85 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | TWVLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | 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 | 7.49% | — | Feb 1996 | TWVLX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | TWVLX vs TWEIX |
Lowest Drawdown Alternatives to TWVLX
TWVLX has a 1-year max drawdown of -7.03%. There are 122 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, ACIHX and span 6 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