Al Frank Fund (VALAX) Alternatives
Al Frank Fund (VALAX) 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 VALAX. 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 VALAX
VALAX charges 1.24% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among VALAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | VALAX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | VALAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | VALAX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | VALAX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | VALAX vs VVIAX |
Best Risk-Adjusted Alternatives to VALAX
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 | VALAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | VALAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | VALAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | VALAX vs NEIMX | |
| Neuberger Berman Large Cap Value Fund | 82 | Jan 20, 1975 | VALAX vs NPRTX |
Top Performing VALAX Alternatives (YTD)
VALAX 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 | VALAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | VALAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | VALAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | VALAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | VALAX vs HFCVX |
Lowest Volatility Alternatives to VALAX
VALAX 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 | VALAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | VALAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | VALAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | VALAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | VALAX vs ACIIX |
Lowest Drawdown Alternatives to VALAX
VALAX 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 | VALAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | VALAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | VALAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | VALAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | VALAX vs PSECX |
Often Compared With VALAX
What investors most often compare with VALAX, based on PortfoliosLab usage data.
Compare VALAX with Any Fund or Stock
Compare VALAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.