AVLVX vs. SAIFX
AVLVX (Avantis U.S. Large Cap Value Fund Institutional Class) and SAIFX (ClearBridge Large Cap Value Fund) are both Large Cap Value Equities funds. Over the past 3 years, AVLVX returned 21.77%/yr vs 13.57%/yr for SAIFX. Their correlation of 0.89 means they have usually moved in the same direction. AVLVX charges 0.15%/yr vs 0.56%/yr for SAIFX.
Performance
AVLVX vs. SAIFX - Performance Comparison
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Returns By Period
In the year-to-date period, AVLVX achieves a 26.11% return, which is significantly higher than SAIFX's 14.76% return.
AVLVX
- 1D
- 0.96%
- 1M
- 2.84%
- 6M
- 15.99%
- YTD
- 26.11%
- 1Y
- 40.27%
- 3Y*
- 21.77%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 20.43%
SAIFX
- 1D
- 0.77%
- 1M
- 1.30%
- 6M
- 8.82%
- YTD
- 14.76%
- 1Y
- 23.52%
- 3Y*
- 13.57%
- 5Y*
- 9.52%
- 10Y*
- 10.95%
- ALL TIME*
- 13.62%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AVLVX vs. SAIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AVLVX Avantis U.S. Large Cap Value Fund Institutional Class | 26.11% | 15.23% | 16.93% | 16.75% | 8.38% |
SAIFX ClearBridge Large Cap Value Fund | 14.76% | 10.57% | 8.54% | 15.07% | 11.61% |
Correlation
The correlation between AVLVX and SAIFX is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2022 | 0.89 |
The correlation between AVLVX and SAIFX has been stable across timeframes, ranging from 0.80 to 0.89 - a consistent structural relationship.
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Return for Risk
AVLVX vs. SAIFX — Risk / Return Rank
AVLVX
SAIFX
AVLVX vs. SAIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX) and ClearBridge Large Cap Value Fund (SAIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVLVX | SAIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +1.16 | ||
| Omega ratioGain probability vs. loss probability | 1.62 | 1.45 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 7.01 | 3.52 | +3.49 |
| Martin ratioReturn relative to average drawdown | 28.70 | 14.34 | +14.36 |
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Drawdowns
AVLVX vs. SAIFX - Drawdown Comparison
The maximum AVLVX drawdown since its inception was -19.51%, smaller than the maximum SAIFX drawdown of -53.58%. Use the drawdown chart below to compare losses from any high point for AVLVX and SAIFX.
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Drawdown Indicators
| AVLVX | SAIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.51% | -53.58% | +34.07% |
Max Drawdown (1Y)Largest decline over 1 year | -6.01% | -7.11% | +1.10% |
Max Drawdown (3Y)Largest decline over 3 years | -19.51% | -17.65% | -1.86% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.79% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.51% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.09% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -3.09% | -6.71% | +3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 1.74% | -0.28% |
Volatility
AVLVX vs. SAIFX - Volatility Comparison
The current volatility for Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX) is 2.36%, while ClearBridge Large Cap Value Fund (SAIFX) has a volatility of 2.68%. This indicates that AVLVX experiences smaller price fluctuations and is considered to be less risky than SAIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVLVX | SAIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.36% | 2.68% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 8.94% | 7.37% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.45% | 10.17% | +2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.36% | 15.51% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.36% | 17.29% | -0.93% |
AVLVX vs. SAIFX - Expense Ratio Comparison
AVLVX has a 0.15% expense ratio, which is lower than SAIFX's 0.56% expense ratio.
Dividends
AVLVX vs. SAIFX - Dividend Comparison
AVLVX's dividend yield for the trailing twelve months is around 2.63%, less than SAIFX's 10.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVLVX Avantis U.S. Large Cap Value Fund Institutional Class | 2.63% | 3.32% | 1.61% | 1.59% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SAIFX ClearBridge Large Cap Value Fund | 10.38% | 11.93% | 11.70% | 3.18% | 1.50% | 5.09% | 8.07% | 6.56% | 8.25% | 2.81% | 2.29% | 3.83% |
Frequently Asked Questions
AVLVX and SAIFX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SAIFX has higher volatility (2.68%) compared to AVLVX (2.36%). In terms of maximum drawdown, AVLVX dropped -19.51% vs SAIFX's -53.58%.
AVLVX currently has the higher Sharpe Ratio (3.39 vs 2.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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