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 290 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 | |
| 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | VALAX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | VALAX vs VVIAX |
Best Risk-Adjusted Alternatives to VALAX
VALAX has a PortfoliosLab risk / return rank of 96. There are 2 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | VALAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | VALAX vs FGINX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | VALAX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | VALAX vs AVLVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | VALAX vs MALVX |
Top Performing VALAX Alternatives (YTD)
VALAX is at 25.18% YTD. No mutual funds in the Large Cap Value Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 23.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | VALAX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | VALAX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | VALAX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | VALAX vs NPRTX | |
| Eaton Vance Tax Managed Value Fund | 19.96% | — | Dec 1999 | VALAX vs EATVX |
Lowest Volatility Alternatives to VALAX
VALAX has 14.37% 1-year volatility. There are 304 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | VALAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | VALAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | VALAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | VALAX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | VALAX vs TMMAX |
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 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, LOMAX, OANMX. 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