AMG Yacktman Fund (YACKX) Alternatives
AMG Yacktman Fund (YACKX) 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 YACKX. 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 YACKX
YACKX charges 0.71% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among YACKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | YACKX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | YACKX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | YACKX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | YACKX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | YACKX vs TILVX |
Best Risk-Adjusted Alternatives to YACKX
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 | YACKX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | YACKX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | YACKX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | YACKX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | YACKX vs VALAX |
Top Performing YACKX Alternatives (YTD)
YACKX 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 | YACKX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | YACKX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | YACKX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | YACKX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | YACKX vs HFCVX |
Lowest Volatility Alternatives to YACKX
YACKX 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 | YACKX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | YACKX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | YACKX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | YACKX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | YACKX vs ACIIX |
Lowest Drawdown Alternatives to YACKX
YACKX 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 | YACKX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | YACKX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | YACKX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | YACKX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | YACKX vs PSECX |
Other Mutual Funds from AMG
Most popular AMG mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 41 | -0.93% | Apr 30, 1993 | YACKX vs MBDFX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -10.97% | Mar 4, 2005 | YACKX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -6.16% | Aug 14, 1992 | YACKX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | -4.60% | Jun 28, 2005 | YACKX vs ARSVX | |
| AMG River Road Mid Cap Value Fund | Mid Cap Value Equities | 3 | -4.28% | Sep 19, 1994 | YACKX vs CHTTX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 70 | -3.89% | Dec 30, 1985 | YACKX vs BRWIX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 43 | 2.36% | Oct 1, 2003 | YACKX vs SSSFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 11 | 1.27% | Apr 23, 1987 | YACKX vs SKSEX | |
| AMG GW&K Municipal Bond Fund | Municipal Bonds | 56 | -1.16% | Jun 29, 2009 | YACKX vs GWMIX | |
| AMG River Road Dividend All Cap Value Fund | Large Cap Value Equities | 1 | 1.39% | Jun 28, 2005 | YACKX vs ARDEX |
Often Compared With YACKX
What investors most often compare with YACKX, based on PortfoliosLab usage data.
Compare YACKX with Any Fund or Stock
Compare YACKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.