Voya Russell Large Cap Value Index Portfolio (IRVIX) 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 IRVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IRVIX
IRVIX charges 0.35% annually. There are 29 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 | IRVIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | IRVIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | IRVIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | IRVIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | IRVIX vs VVIAX |
Best Risk-Adjusted Alternatives to IRVIX
IRVIX has a PortfoliosLab risk / return rank of 95. There are 14 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | IRVIX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | IRVIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | IRVIX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | IRVIX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | IRVIX vs PKAIX |
Top Performing IRVIX Alternatives (YTD)
IRVIX is at 18.43% YTD. There are 38 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | IRVIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | IRVIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | IRVIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | IRVIX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | IRVIX vs NFJEX |
Lowest Volatility Alternatives to IRVIX
IRVIX has 11.58% 1-year volatility. There are 191 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | IRVIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | IRVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | IRVIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | IRVIX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | IRVIX vs TWEIX |
Lowest Drawdown Alternatives to IRVIX
IRVIX has a 1-year max drawdown of -6.64%. There are 79 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | IRVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | IRVIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | IRVIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | IRVIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | IRVIX vs SVAIX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include IRLNX, IEDAX, IIBAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 20 | 5.28% | — | May 2009 | IRVIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 44 | 10.02% | — | Dec 2007 | IRVIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 19 | 0.21% | — | Dec 1998 | IRVIX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 61 | 10.30% | — | Mar 2008 | IRVIX vs IIRLX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 51 | 1.53% | — | Sep 2015 | IRVIX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 74 | 11.01% | — | Jan 2006 | IRVIX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IRVIX vs IMCDX | |
| Voya High Yield Portfolio | High Yield Bonds | 48 | 1.29% | — | May 2004 | IRVIX vs IPHYX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 51 | 17.21% | — | Feb 1998 | IRVIX vs VYMSX | |
| Voya U.S. Stock Index Portfolio | Large Cap Blend Equities | 48 | 11.42% | — | May 2004 | IRVIX vs INGIX |
Often Compared With IRVIX
Investors most often compare IRVIX with CAIBX, FCNTX, IEOSX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare IRVIX with Any Fund or Stock
Compare IRVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IRVIX with funds that move differently
Voya Russell Large Cap Value Index Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IRVIX.
Explore IRVIX Diversifiers