Best Large Value Mutual Funds
Large Value funds invest in large U.S. companies that appear undervalued relative to their fundamentals. These funds seek stocks trading at discounts to intrinsic value, often in sectors like financials, energy, and industrials.
14 funds in this category
| Fund Name | Symbol | Fund Family | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield Index I | VYMIX | Vanguard | 0.06% | +9.50% | +9.30% | +8.60% | $262169.4M | 15.70% |
| Vanguard Value Index Fd Admiral | VVIAX | Vanguard | 0.00% | +17.36% | +16.17% | +9.68% | $238.5K | 14.38% |
| Washington Mutual Invs Fd Cl A | AWSHX | American Funds | 0.01% | +19.67% | +25.02% | +17.45% | $212.9K | 16.71% |
| Dodge & Cox Stock Fund | DODGX | Dodge & Cox | 0.01% | +15.58% | +20.98% | +12.81% | $121.9K | 17.76% |
| AMCAP Fund, Class A Shares A | AMCPX | American Funds | 0.01% | +17.13% | +23.01% | +14.24% | $94.0K | 20.06% |
| Vanguard Windsor II Fund Admira | VWNAX | Vanguard | 0.00% | +28.59% | +25.09% | +17.10% | $65.4K | 19.19% |
| Vanguard Small-Cap Value Index | VSIAX | Vanguard | 0.00% | +17.93% | +15.33% | +6.64% | $64.2K | 19.54% |
| Vanguard High Dividend Yield In | VHDYX | Vanguard | 0.00% | +0.00% | +7.80% | +8.90% | $35.6K | 14.50% |
| Oakmark Fund Investor Class | OAKMX | Oakmark | 0.01% | +9.96% | +15.58% | +9.45% | $25.4K | 17.97% |
| BlackRock Total Return Fund Cla | MAHQX | BlackRock | 0.01% | +5.77% | +4.14% | +0.33% | $18.2K | 4.48% |
| JPMorgan Equity Index Fund I Cl | HLEIX | JPMorgan | 0.00% | +12.51% | +17.71% | +11.05% | $12.9K | 17.73% |
| Vanguard Whitehall Funds, Selec | VASVX | Vanguard | 0.00% | +27.13% | +26.69% | +18.73% | $6.7K | 23.32% |
| Schwab Dividend Equity Fund - S | SWDSX | Schwab | 0.01% | +13.12% | +15.63% | +13.33% | $632 | 12.73% |
| Forester Value Fund | FVALX | Fidelity | 0.01% | +10.24% | +9.81% | +3.95% | $4 | 7.01% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.