REAYX Alternatives & Similar Mutual Funds

Russell Investments Equity Income Fund (REAYX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with REAYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to REAYX

REAYX charges 0.66% annually. There are 23 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.

Symbol	Name	Expense Ratio	AUM	Inception
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	0.07%	129.60B	Dec 2013	REAYX vs VDADX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	0.08%	96.20B	Feb 2019	REAYX vs VHYAX
VIHAX	Vanguard International High Dividend Yield Index F...	0.16%	20.40B	Mar 2016	REAYX vs VIHAX
VEIRX	Vanguard Equity Income Fund Admiral Shares	0.19%	65.40B	Aug 2001	REAYX vs VEIRX
VDIGX	Vanguard Dividend Growth Fund	0.20%	35.70B	May 1992	REAYX vs VDIGX

Best Risk-Adjusted Alternatives to REAYX

REAYX has a PortfoliosLab risk / return rank of 95. There are 2 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
PRFDX	T. Rowe Price Equity Income Fund	95	—	Oct 1985	REAYX vs PRFDX
GSGRX	Goldman Sachs Equity Income Fund	95	—	Feb 1993	REAYX vs GSGRX
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	REAYX vs VIHAX
OIEJX	JPMorgan Equity Income Fund R6	94	—	Jul 1987	REAYX vs OIEJX
PMAIX	Pioneer Multi-Asset Income Fund A	94	—	Dec 2011	REAYX vs PMAIX

Top Performing REAYX Alternatives (YTD)

REAYX is at 18.97% YTD. There are 3 mutual funds in the Dividend category with higher YTD returns, going as high as 21.42%.

Symbol	Name	YTD Return	AUM	Inception
TRDIX	Transamerica Sustainable Equity Income Fund	21.42%	—	Jan 2013	REAYX vs TRDIX
EQIIX	Allspring Emerging Markets Equity Income Fund	21.07%	—	May 2012	REAYX vs EQIIX
GSGRX	Goldman Sachs Equity Income Fund	19.46%	—	Feb 1993	REAYX vs GSGRX
PRFDX	T. Rowe Price Equity Income Fund	18.75%	—	Oct 1985	REAYX vs PRFDX
JIEMX	John Hancock Funds II Equity Income Fund	18.59%	—	Oct 2005	REAYX vs JIEMX

Lowest Volatility Alternatives to REAYX

REAYX has 10.39% 1-year volatility. There are 31 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.

Symbol	Name	Volatility 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	5.96%	—	Dec 2011	REAYX vs PMAIX
AMECX	American Funds The Income Fund of America Class A	7.37%	—	Dec 1973	REAYX vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	8.15%	—	Jul 1987	REAYX vs CAIFX
TWEIX	American Century Equity Income Fund	8.54%	6.45B	Aug 1994	REAYX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.56%	—	Jul 1998	REAYX vs ACIIX

Lowest Drawdown Alternatives to REAYX

REAYX has a 1-year max drawdown of -6.66%. There are 17 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-4.07%	—	Dec 2011	REAYX vs PMAIX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	-4.71%	—	Mar 2005	REAYX vs SVAAX
PDT	John Hancock Premium Dividend Fund	-5.38%	—	Dec 1989	REAYX vs PDT
GSGRX	Goldman Sachs Equity Income Fund	-5.48%	—	Feb 1993	REAYX vs GSGRX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-5.51%	—	Nov 2012	REAYX vs CDDYX

Other Mutual Funds from Russell

The 10 most viewed Russell mutual funds shown here include REBYX, RLVSX, RGIYX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
REBYX	Russell Investments U.S. Small Cap Equity Fund	Small Cap Blend Equities	89	22.54%	—	Mar 2000	REAYX vs REBYX
RLVSX	Russell Investments Tax-Exempt Bond Fund	Municipal Bonds	70	0.65%	—	Sep 1985	REAYX vs RLVSX
RGIYX	Russell Investments Global Infrastructure Fund	Infrastructure Equities, Energy Equities	50	10.16%	—	Sep 2010	REAYX vs RGIYX
RGEAX	Russell Investments Global Equity Fund	Global Equities	75	12.00%	—	Feb 2007	REAYX vs RGEAX
RSEAX	Russell Investments U.S. Strategic Equity Fund	Large Cap Blend Equities	56	11.14%	—	Aug 2012	REAYX vs RSEAX
RINYX	Russell Investments International Developed Market...	Foreign Large Cap Equities	59	11.41%	—	Mar 2000	REAYX vs RINYX
RFAYX	Russell Investments Investment Grade Bond Fund	Intermediate Core Bond, Investment Grade Bonds	13	-0.39%	—	Mar 2000	REAYX vs RFAYX
RMYYX	Russell Investments Multi-Strategy Income Fund	Diversified Portfolio	77	6.15%	—	Apr 2015	REAYX vs RMYYX
RTDYX	Russell Investments Multifactor U.S. Equity Fund	Large Cap Blend Equities	78	13.03%	—	Jul 2014	REAYX vs RTDYX
RALVX	Russell Investments LifePoints Growth Strategy Fun...	Diversified Portfolio	74	10.39%	—	Mar 1998	REAYX vs RALVX

Often Compared With REAYX

Investors most often compare REAYX with FDFIX, VEMAX, OXLC. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	72	11.49%	—	Mar 2017	REAYX vs FDFIX
VEMAX	Vanguard Emerging Markets Stock Index Fund Admiral...	Emerging Markets Equities	46	10.27%	163.30B	Jun 2006	REAYX vs VEMAX
OXLC	Oxford Lane Capital Corp.		37	-2.30%	—	—	REAYX vs OXLC
VGT	Vanguard Information Technology ETF	Technology Equities	58	27.80%	169.20B	Mar 2004	REAYX vs VGT
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	44	5.04%	45.80B	May 2020	REAYX vs JEPI
RFCYX	Russell Investments Strategic Bond Fund	Intermediate Core-Plus Bond	12	-0.47%	—	Jun 2005	REAYX vs RFCYX
RCLVX	Russell Investments LifePoints Conservative Strate...	Diversified Portfolio	42	2.37%	—	Mar 1998	REAYX vs RCLVX
RTIYX	Russell Investments Multifactor International Equi...	Foreign Large Cap Equities	59	11.86%	—	Jul 2014	REAYX vs RTIYX
RFBSX	Russell Investments Short Duration Bond Fund	Short-Term Bond	86	1.10%	—	Oct 1981	REAYX vs RFBSX
RTHAX	Russell Investments Tax-Exempt High Yield Bond Fun...	High Yield Muni	77	1.73%	—	May 2015	REAYX vs RTHAX
REMSX	Russell Investments Emerging Markets Fund	Emerging Markets Equities	64	19.60%	—	Jan 1993	REAYX vs REMSX
RELVX	Russell Investments LifePoints Equity Growth Strat...	Diversified Portfolio	76	11.62%	—	Mar 1998	REAYX vs RELVX
RIDAX	The Income Fund of America Class R-1	Large Cap Value Equities	76	7.96%	—	Dec 1973	REAYX vs RIDAX
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	Large Cap Value Equities	95	16.18%	—	Dec 2012	REAYX vs FBLEX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	97	14.61%	—	Dec 2019	REAYX vs TOWFX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	40	21.18%	—	Jan 1984	REAYX vs AVERX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	51	8.57%	—	Feb 2001	REAYX vs HDCTX
BUFBX	Buffalo Flexible Income Fund	Large Cap Value Equities	88	14.75%	—	Aug 1994	REAYX vs BUFBX
RRESX	Russell Investments Global Real Estate Securities ...	REIT	35	11.93%	—	Jul 1989	REAYX vs RRESX
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	95	15.38%	—	Mar 2005	REAYX vs SVAIX

Compare REAYX with Any Fund or Stock

Compare REAYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair REAYX with funds that move differently

Russell Investments Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to REAYX.

Explore REAYX Diversifiers

Russell Investments Equity Income Fund (REAYX) Alternatives