USAA Value Fund (UVALX) Alternatives
USAA Value Fund (UVALX) 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 UVALX. 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 UVALX
UVALX charges 0.92% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among UVALX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | UVALX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | UVALX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | UVALX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | UVALX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | UVALX vs TILVX |
Best Risk-Adjusted Alternatives to UVALX
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 | UVALX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | UVALX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | UVALX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | UVALX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | UVALX vs VALAX |
Top Performing UVALX Alternatives (YTD)
UVALX 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 | UVALX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | UVALX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | UVALX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | UVALX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | UVALX vs HFCVX |
Lowest Volatility Alternatives to UVALX
UVALX 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 | UVALX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | UVALX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | UVALX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | UVALX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | UVALX vs ACIIX |
Lowest Drawdown Alternatives to UVALX
UVALX 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 | UVALX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | UVALX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | UVALX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | UVALX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | UVALX vs PSECX |
Other Mutual Funds from Victory
Most popular Victory mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 49 | -9.04% | Oct 27, 2000 | UVALX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 45 | -7.11% | May 1, 1996 | UVALX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 1.27% | Jan 27, 2023 | UVALX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 27 | -12.65% | Oct 19, 1981 | UVALX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 90 | -0.46% | Aug 14, 1984 | UVALX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 58 | -3.66% | Jan 10, 1989 | UVALX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 20 | -14.00% | Apr 5, 1971 | UVALX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 74 | -2.18% | Aug 14, 1984 | UVALX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 92 | -1.04% | Aug 2, 1999 | UVALX vs USHYX | |
| Victory Global Energy Transition Fund | Energy Equities | 98 | 15.39% | Nov 14, 1995 | UVALX vs RSNRX |
Often Compared With UVALX
What investors most often compare with UVALX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | UVALX vs SPY |
Compare UVALX with Any Fund or Stock
Compare UVALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.