Russell Investments Equity Income Fund (REAYX) 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 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 99 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 | REAYX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | REAYX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | REAYX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | REAYX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | REAYX vs VVIAX |
Best Risk-Adjusted Alternatives to REAYX
REAYX has a PortfoliosLab risk / return rank of 84. There are 92 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 | REAYX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | REAYX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | REAYX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | REAYX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | REAYX vs AVLVX |
Top Performing REAYX Alternatives (YTD)
REAYX is at 14.85% YTD. There are 92 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.54% | — | Jun 2015 | REAYX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.27% | — | Nov 1935 | REAYX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.08% | — | Jun 2022 | REAYX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.32% | — | Jun 2005 | REAYX vs PXTIX | |
| AMG Yacktman Focused Fund | 22.18% | — | May 1997 | REAYX vs YAFFX |
Lowest Volatility Alternatives to REAYX
REAYX has 10.40% 1-year volatility. There are 70 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 | REAYX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | REAYX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | REAYX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | REAYX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | REAYX vs TWEIX |
Lowest Drawdown Alternatives to REAYX
REAYX has a 1-year max drawdown of -6.66%. There are 81 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 | REAYX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | REAYX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | REAYX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | REAYX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | REAYX vs SVAIX |
Other Mutual Funds from Russell
The 10 most viewed Russell mutual funds shown here include REBYX, RLVSX, RGEAX and span 8 categories.
Often Compared With REAYX
Investors most often compare REAYX with FDFIX, VEMAX, OXLC. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare REAYX with Any Fund or Stock
Compare REAYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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