Voya Russell Large Cap Value Index Portfolio Class S (IRVSX) 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 IRVSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IRVSX
IRVSX charges 0.59% annually. There are 76 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 | IRVSX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | IRVSX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | IRVSX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | IRVSX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | IRVSX vs VVIAX |
Best Risk-Adjusted Alternatives to IRVSX
IRVSX has a PortfoliosLab risk / return rank of 95. There are 13 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 | IRVSX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | IRVSX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | IRVSX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | IRVSX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | IRVSX vs PKAIX |
Top Performing IRVSX Alternatives (YTD)
IRVSX is at 18.18% YTD. There are 41 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 | IRVSX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | IRVSX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | IRVSX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | IRVSX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | IRVSX vs NFJEX |
Lowest Volatility Alternatives to IRVSX
IRVSX has 11.02% 1-year volatility. There are 136 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 | IRVSX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | IRVSX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | IRVSX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | IRVSX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | IRVSX vs TWEIX |
Lowest Drawdown Alternatives to IRVSX
IRVSX has a 1-year max drawdown of -6.70%. There are 85 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 | IRVSX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | IRVSX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | IRVSX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | IRVSX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | IRVSX 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 | IRVSX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 44 | 10.02% | — | Dec 2007 | IRVSX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 19 | 0.21% | — | Dec 1998 | IRVSX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 61 | 10.30% | — | Mar 2008 | IRVSX vs IIRLX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 51 | 1.53% | — | Sep 2015 | IRVSX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 74 | 11.01% | — | Jan 2006 | IRVSX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IRVSX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 95 | 18.43% | — | May 2009 | IRVSX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 48 | 1.29% | — | May 2004 | IRVSX vs IPHYX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 51 | 17.21% | — | Feb 1998 | IRVSX vs VYMSX |
Often Compared With IRVSX
Investors most often compare IRVSX with SABTX, UPDDX, FSWCX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare IRVSX with Any Fund or Stock
Compare IRVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IRVSX with funds that move differently
Voya Russell Large Cap Value Index Portfolio Class S alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IRVSX.
Explore IRVSX Diversifiers