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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | IRVIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | IRVIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | IRVIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | IRVIX vs TILVX |
Best Risk-Adjusted Alternatives to IRVIX
IRVIX has a PortfoliosLab risk / return rank of 91. There are 22 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | IRVIX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | IRVIX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | IRVIX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | IRVIX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | IRVIX vs SABTX |
Top Performing IRVIX Alternatives (YTD)
IRVIX is at 15.11% YTD. There are 48 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | IRVIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | IRVIX vs AVLVX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | IRVIX vs PKAIX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | IRVIX vs CFJIX | |
| AMG Yacktman Focused Fund | 19.89% | — | May 1997 | IRVIX vs YAFFX |
Lowest Volatility Alternatives to IRVIX
IRVIX has 11.52% 1-year volatility. There are 183 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | 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 | 7.83% | — | Feb 1996 | IRVIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | IRVIX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.50% | — | Jul 1998 | IRVIX vs ACIIX |
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 LEXCX, IRLNX, IEDAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 42 | 16.10% | — | Nov 1935 | IRVIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 21 | 1.99% | — | May 2009 | IRVIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 36 | 9.72% | — | Dec 2007 | IRVIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | 0.30% | — | Dec 1998 | IRVIX vs IIBAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 42 | 6.53% | — | Jan 2006 | IRVIX vs IFTIX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 35 | 0.19% | — | Sep 2015 | IRVIX vs ATLAX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IRVIX vs IMCDX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 53 | 6.95% | — | Mar 2008 | IRVIX vs IIRLX | |
| Voya High Yield Portfolio | High Yield Bonds | 41 | 0.94% | — | May 2004 | IRVIX vs IPHYX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 48 | 16.77% | — | Feb 1998 | IRVIX vs VYMSX |
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