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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VBCVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | VBCVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | VBCVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | VBCVX vs TILVX |
Best Risk-Adjusted Alternatives to VBCVX
VBCVX has a PortfoliosLab risk / return rank of 73. There are 102 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 | |
| Al Frank Fund | 95 | — | May 2006 | VBCVX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | VBCVX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | VBCVX vs SABTX |
Top Performing VBCVX Alternatives (YTD)
VBCVX is at 11.99% YTD. There are 74 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 31.39% | — | May 1997 | VBCVX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | VBCVX vs PKAIX | |
| Al Frank Fund | 21.52% | — | May 2006 | VBCVX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 20.67% | — | Jun 2022 | VBCVX vs AVLVX | |
| AMG Yacktman Fund | 20.51% | — | Jul 1992 | VBCVX vs YACKX |
Lowest Volatility Alternatives to VBCVX
VBCVX has 10.64% 1-year volatility. There are 129 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.91% | — | Sep 2017 | VBCVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | VBCVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | VBCVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.08% | — | Nov 1997 | VBCVX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.08% | — | Feb 1996 | VBCVX vs FALIX |
Lowest Drawdown Alternatives to VBCVX
VBCVX has a 1-year max drawdown of -6.73%. There are 91 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | VBCVX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | VBCVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VBCVX vs HFCVX | |
| 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 | 77 | 20.92% | — | Oct 2000 | VBCVX vs VCNIX | |
| VALIC Company I Global Strategy Fund | Global Allocation | 89 | 10.41% | — | Dec 2005 | VBCVX vs VGLSX | |
| VALIC Company I Stock Index Fund | Large Cap Blend Equities | 76 | 11.36% | — | Apr 1987 | VBCVX vs VSTIX | |
| VALIC Company I Mid Cap Strategic Growth Fund | Mid Cap Growth Equities | 17 | 10.35% | — | Dec 2004 | VBCVX vs VMSGX | |
| VALIC Company I Science & Technology Fund | Technology Equities | 74 | 36.21% | — | Apr 1994 | VBCVX vs VCSTX | |
| VALIC Company I Growth Fund | Large Cap Growth Equities | 33 | 13.67% | — | Dec 2005 | VBCVX vs VCULX | |
| VALIC Company I Blue Chip Growth Fund | Large Cap Growth Equities | 31 | 7.16% | — | Nov 2000 | VBCVX vs VCBCX | |
| VALIC Company I Systematic Core Fund | Large Cap Blend Equities | 46 | 7.25% | — | Apr 1994 | VBCVX vs VCGAX | |
| VALIC Company I International Equities Index Fund | Foreign Large Cap Equities | 27 | 8.68% | — | Oct 1989 | VBCVX vs VCIEX | |
| VALIC Company I Inflation Protected Fund | Inflation-Protected Bonds | 50 | 2.23% | — | Dec 2004 | VBCVX vs VCTPX |
Often Compared With VBCVX
Investors most often compare VBCVX with VTSAX, VIHAX, VCSLX. These 20 comparison targets span 6 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