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 a closer substitute for your current allocation.
Cheapest Alternatives to UVALX
UVALX charges 0.92% annually. There are 209 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 | UVALX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | UVALX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | UVALX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | UVALX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | UVALX vs VVIAX |
Best Risk-Adjusted Alternatives to UVALX
UVALX has a PortfoliosLab risk / return rank of 66. There are 160 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 | UVALX vs FGIPX | |
| Delaware Growth and Income Fund | 94 | — | Oct 1993 | UVALX vs FGINX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | UVALX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 94 | — | Dec 1999 | UVALX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | UVALX vs AVLVX |
Top Performing UVALX Alternatives (YTD)
UVALX is at 9.52% YTD. There are 207 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Advisory Research Small Cap Value Fun... | 24.89% | — | Nov 2009 | UVALX vs ADVGX | |
| Al Frank Fund | 23.61% | — | May 2006 | UVALX vs VALAX | |
| PIMCO RAE US Fund | 23.31% | — | Jun 2015 | UVALX vs PKAIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.50% | — | Jun 2022 | UVALX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 21.17% | — | Jun 2015 | UVALX vs CFJIX |
Lowest Volatility Alternatives to UVALX
UVALX has 10.80% 1-year volatility. There are 116 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 | UVALX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | UVALX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.30% | — | Dec 1973 | UVALX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.59% | — | Feb 1996 | UVALX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | UVALX vs TMMAX |
Lowest Drawdown Alternatives to UVALX
UVALX has a 1-year max drawdown of -7.27%. There are 159 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 | UVALX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | UVALX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | UVALX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | UVALX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | UVALX vs SVAIX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 60 | 18.23% | — | Oct 2000 | UVALX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 58 | 10.16% | — | May 1996 | UVALX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 3.28% | — | Jan 2023 | UVALX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 14 | 4.84% | — | Oct 1981 | UVALX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 18 | -13.18% | — | Aug 1984 | UVALX vs USAGX | |
| Victory Global Energy Transition Fund | Energy Equities | 94 | 28.49% | — | Nov 1995 | UVALX vs RSNRX | |
| USAA Growth Fund | Large Cap Growth Equities | 10 | 0.25% | — | Apr 1971 | UVALX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 67 | 8.36% | — | Aug 1984 | UVALX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 80 | 6.50% | — | Jan 1989 | UVALX vs USBLX | |
| USAA Science & Technology Fund | Technology Equities | 45 | 21.70% | — | Jul 1997 | UVALX vs USSCX |
Often Compared With UVALX
Investors most often compare UVALX with SPY, HDCTX, AVERX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare UVALX with Any Fund or Stock
Compare UVALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UVALX with funds that move differently
USAA Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UVALX.
Explore UVALX Diversifiers