VALIC Company I Systematic Value Fund (VBCVX) 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 VBCVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VBCVX
VBCVX charges 0.48% annually. There are 43 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 | VBCVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | VBCVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VBCVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VBCVX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | VBCVX vs VVIAX |
Best Risk-Adjusted Alternatives to VBCVX
VBCVX has a PortfoliosLab risk / return rank of 88. There are 62 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 | VBCVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | VBCVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | VBCVX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | VBCVX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | VBCVX vs AVLVX |
Top Performing VBCVX Alternatives (YTD)
VBCVX is at 17.10% YTD. There are 49 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | VBCVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | VBCVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | VBCVX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | VBCVX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | VBCVX vs YAFFX |
Lowest Volatility Alternatives to VBCVX
VBCVX has 11.17% 1-year volatility. There are 145 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 | VBCVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | VBCVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | VBCVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | VBCVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | VBCVX vs TMMAX |
Lowest Drawdown Alternatives to VBCVX
VBCVX has a 1-year max drawdown of -6.73%. There are 87 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 | VBCVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VBCVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VBCVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | VBCVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VBCVX vs SVAIX |
Other Mutual Funds from VALIC
The 10 most viewed VALIC mutual funds shown here include VCNIX, VGLSX, VSTIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VALIC Company I Nasdaq-100 Index Fund | Large Cap Growth Equities | 60 | 18.22% | — | Oct 2000 | VBCVX vs VCNIX | |
| VALIC Company I Global Strategy Fund | Global Allocation | 86 | 9.98% | — | Dec 2005 | VBCVX vs VGLSX | |
| VALIC Company I Stock Index Fund | Large Cap Blend Equities | 67 | 11.15% | — | Apr 1987 | VBCVX vs VSTIX | |
| VALIC Company I Mid Cap Strategic Growth Fund | Mid Cap Growth Equities | 18 | 12.53% | — | Dec 2004 | VBCVX vs VMSGX | |
| VALIC Company I Science & Technology Fund | Technology Equities | 50 | 28.30% | — | Apr 1994 | VBCVX vs VCSTX | |
| VALIC Company I Growth Fund | Large Cap Growth Equities | 19 | 9.72% | — | Dec 2005 | VBCVX vs VCULX | |
| VALIC Company I Blue Chip Growth Fund | Large Cap Growth Equities | 16 | 2.55% | — | Nov 2000 | VBCVX vs VCBCX | |
| VALIC Company I International Equities Index Fund | Foreign Large Cap Equities | 34 | 9.84% | — | Oct 1989 | VBCVX vs VCIEX | |
| VALIC Company I Systematic Core Fund | Large Cap Blend Equities | 43 | 8.25% | — | Apr 1994 | VBCVX vs VCGAX | |
| VALIC Company I Inflation Protected Fund | Inflation-Protected Bonds | 38 | 1.53% | — | Dec 2004 | VBCVX vs VCTPX |
Often Compared With VBCVX
Investors most often compare VBCVX with VTSAX, VIHAX, VCSLX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare VBCVX with Any Fund or Stock
Compare VBCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VBCVX with funds that move differently
VALIC Company I Systematic Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VBCVX.
Explore VBCVX Diversifiers