Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Capital Group Dividend Value ETF · CGDV | 39% | 0.33% | Capital Research and Management Company |
| 2 | Capital Group Core Equity ETF · CGUS | 39% | 0.33% | Capital Research and Management Company |
| 3 | Growth-Income Fund cheaper | 35% | 0.28% | Capital Research and Management Company |
| 4 | Investment Co of America · AIVSX, RICAX, RICBX, RICCX, RICEX, RICFX, AICCX, AICFX, CICAX, CICCX, CICEX, CICFX, ICAFX, RICGX, RIBEX, RICHX, FFICX, TIACX, TICAX, FCIAX, FAOOX cheaper | 31% | 0.27% | Capital Research and Management Company |
| 5 | Capital Group Conservative Equity ETF · CGCV | 31% | 0.33% | Capital Research and Management Company |
| 6 | American Mutual Fund · AMRMX, RMFAX, RMFBX, RMFCX, RMFEX, RMFFX, AMFCX, AMFFX, CMLAX, CMLCX, CMLEX, CMLFX, AMRFX, RMFGX, RMEBX, RMFHX, AFMFX, TAFMX, TAMFX, FFMMX, FFFMX cheaper | 30% | 0.27% | Capital Research and Management Company |
| 7 | iShares Russell Top 200 Value ETF · IWX cheaper | 28% | 0.20% | BlackRock Fund Advisors |
| 8 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX | 28% | 0.43% | Voya Investments, LLC |
| 9 | Becker Value Equity Fund · BVEFX, BVEIX | 25% | 0.68% | Becker Capital Management Inc |
| 10 | BlackRock Advantage Large Cap Value V.I. Fund | 24% | 0.60% | BlackRock Advisors, LLC |
| 11 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper | 24% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | Fidelity Large Cap Value Index Fund · FLCOX cheaper | 24% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX | 24% | 1.22% | AllianceBernstein L.P. |
| 14 | AVIP BlackRock Advantage Large Cap Value Portfolio | 24% | 0.74% | CONSTELLATION INVESTMENTS INC |
| 15 | Global Atlantic BlackRock Disciplined Value Portfolio | 24% | 0.57% | Global Atlantic Investment Advisors, LLC |
| 16 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper | 24% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | EQ/Large Cap Value Index Portfolio | 24% | 0.49% | Equitable Investment Management Group, LLC |
| 18 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS cheaper | 24% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 19 | Fidelity Enhanced Large Cap Value ETF · FELV cheaper | 23% | 0.18% | Fidelity Management & Research Company LLC |
| 20 | American Beacon Large Cap Value Fund · AADEX, AAGPX, AVASX, ABLYX, ALVAX, ALVCX, AALRX | 23% | 0.64% | American Beacon Advisors, Inc. |
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