Voya Large Cap Value Fund (IEDAX) 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 IEDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IEDAX
IEDAX charges 1.10% annually. There are 271 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 | IEDAX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | IEDAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | IEDAX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | IEDAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | IEDAX vs TILVX |
Best Risk-Adjusted Alternatives to IEDAX
IEDAX has a PortfoliosLab risk / return rank of 37. There are 252 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 | IEDAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | IEDAX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | IEDAX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | IEDAX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | IEDAX vs SABTX |
Top Performing IEDAX Alternatives (YTD)
IEDAX is at 8.93% YTD. There are 188 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | IEDAX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | IEDAX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | IEDAX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | IEDAX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | IEDAX vs PXTIX |
Lowest Volatility Alternatives to IEDAX
IEDAX has 11.45% 1-year volatility. There are 206 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | IEDAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | IEDAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | IEDAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | IEDAX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | IEDAX vs FLCCX |
Lowest Drawdown Alternatives to IEDAX
IEDAX has a 1-year max drawdown of -10.04%. There are 294 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 | IEDAX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | IEDAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | IEDAX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | IEDAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | IEDAX vs SVAIX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IIBAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 53 | 18.37% | — | Nov 1935 | IEDAX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 39 | 9.30% | — | May 2009 | IEDAX vs IRLNX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 19 | 0.53% | — | Dec 1998 | IEDAX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 46 | 0.53% | — | Sep 2015 | IEDAX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 33 | 6.84% | — | Jan 2006 | IEDAX vs IFTIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 75 | 11.09% | — | Mar 2008 | IEDAX vs IIRLX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 43 | 15.34% | — | Feb 1998 | IEDAX vs VYMSX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IEDAX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 89 | 13.79% | — | May 2009 | IEDAX vs IRVIX | |
| Voya U.S. Stock Index Portfolio | Large Cap Blend Equities | 55 | 11.59% | — | May 2004 | IEDAX vs INGIX |
Often Compared With IEDAX
Investors most often compare IEDAX with ILCG, VIG, VTI. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare IEDAX with Any Fund or Stock
Compare IEDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IEDAX with funds that move differently
Voya Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IEDAX.
Explore IEDAX Diversifiers