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 a closer substitute for your current allocation.
Cheapest Alternatives to VALAX
VALAX charges 1.24% annually. There are 287 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 | VALAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | VALAX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VALAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VALAX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | VALAX vs TILVX |
Best Risk-Adjusted Alternatives to VALAX
VALAX has a PortfoliosLab risk / return rank of 94. There are 58 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | VALAX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | VALAX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | VALAX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | VALAX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | VALAX vs LSVVX |
Top Performing VALAX Alternatives (YTD)
VALAX is at 21.25% YTD. There are 22 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | VALAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | VALAX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | VALAX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | VALAX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | VALAX vs AVLVX |
Lowest Volatility Alternatives to VALAX
VALAX has 15.02% 1-year volatility. There are 303 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | VALAX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | VALAX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | VALAX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | VALAX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | VALAX vs ACIIX |
Lowest Drawdown Alternatives to VALAX
VALAX has a 1-year max drawdown of -8.56%. There are 252 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 | VALAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VALAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VALAX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | VALAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VALAX vs SVAIX |
Often Compared With VALAX
Investors most often compare VALAX with QRVLX, OANMX, LOMAX. These 20 comparison targets span 3 categories, 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.
Pair VALAX with funds that move differently
Al Frank Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VALAX.
Explore VALAX Diversifiers