REAYX Alternatives & Similar Mutual Funds

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 104 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	REAYX vs FBLEX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	REAYX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	—	Jun 2016	REAYX vs FLCOX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	REAYX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	238.00B	Nov 2000	REAYX vs VVIAX

Best Risk-Adjusted Alternatives to REAYX

REAYX has a PortfoliosLab risk / return rank of 70. There are 115 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
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	REAYX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	REAYX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	REAYX vs VALAX
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	REAYX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	REAYX vs SABTX

Top Performing REAYX Alternatives (YTD)

REAYX is at 11.30% YTD. There are 112 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.

Symbol	Name	YTD Return	AUM	Inception
YAFFX	AMG Yacktman Focused Fund	30.77%	—	May 1997	REAYX vs YAFFX
PKAIX	PIMCO RAE US Fund	24.56%	—	Jun 2015	REAYX vs PKAIX
VALAX	Al Frank Fund	23.13%	—	May 2006	REAYX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	21.74%	—	Jun 2022	REAYX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	20.74%	—	Jun 2005	REAYX vs PXTIX

Lowest Volatility Alternatives to REAYX

REAYX has 10.16% 1-year volatility. There are 70 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	2.38%	—	Sep 2017	REAYX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	REAYX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.13%	—	Dec 1973	REAYX vs RIDAX
FALIX	Fidelity Advisor Large Cap Fund Class I	8.06%	—	Feb 1996	REAYX vs FALIX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.06%	—	Nov 1997	REAYX vs FLCCX

Lowest Drawdown Alternatives to REAYX

REAYX has a 1-year max drawdown of -6.66%. There are 85 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BUFBX	Buffalo Flexible Income Fund	-2.83%	—	Aug 1994	REAYX vs BUFBX
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	REAYX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	REAYX vs HFCVX
TORYX	Torray Fund	-4.50%	—	Dec 1990	REAYX vs TORYX
SVAIX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
REBYX	Russell Investments U.S. Small Cap Equity Fund	Small Cap Blend Equities	64	17.23%	—	Mar 2000	REAYX vs REBYX
RLVSX	Russell Investments Tax-Exempt Bond Fund	Municipal Bonds	78	1.53%	—	Sep 1985	REAYX vs RLVSX
RGEAX	Russell Investments Global Equity Fund	Global Equities	53	9.73%	—	Feb 2007	REAYX vs RGEAX
RGIYX	Russell Investments Global Infrastructure Fund	Energy Equities	29	8.53%	—	Sep 2010	REAYX vs RGIYX
RINYX	Russell Investments International Developed Market...	Foreign Large Cap Equities	23	7.44%	—	Mar 2000	REAYX vs RINYX
RSEAX	Russell Investments U.S. Strategic Equity Fund	Large Cap Blend Equities	52	9.71%	—	Aug 2012	REAYX vs RSEAX
RTDYX	Russell Investments Multifactor U.S. Equity Fund	Large Cap Blend Equities	75	12.13%	—	Jul 2014	REAYX vs RTDYX
RMYYX	Russell Investments Multi-Strategy Income Fund	Diversified Portfolio	62	4.53%	—	Apr 2015	REAYX vs RMYYX
RFAYX	Russell Investments Investment Grade Bond Fund	Intermediate Core Bond	27	0.38%	—	Mar 2000	REAYX vs RFAYX
RALVX	Russell Investments LifePoints Growth Strategy Fun...	Diversified Portfolio	64	9.67%	—	Mar 1998	REAYX vs RALVX

Often Compared With REAYX

Investors most often compare REAYX with FDFIX, VEMAX, JEPI. These 20 comparison targets span 11 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	70	11.53%	—	Mar 2017	REAYX vs FDFIX
VEMAX	Vanguard Emerging Markets Stock Index Fund Admiral...	Emerging Markets Equities	59	13.97%	159.90B	Jun 2006	REAYX vs VEMAX
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	26	0.15%	44.59B	May 2020	REAYX vs JEPI
VGT	Vanguard Information Technology ETF	Technology Equities	76	31.64%	144.20B	Mar 2004	REAYX vs VGT
OXLC	Oxford Lane Capital Corp.		8	-21.55%	—	—	REAYX vs OXLC
RFCYX	Russell Investments Strategic Bond Fund	Intermediate Core-Plus Bond	25	0.21%	—	Jun 2005	REAYX vs RFCYX
RCLVX	Russell Investments LifePoints Conservative Strate...	Diversified Portfolio	53	2.64%	—	Mar 1998	REAYX vs RCLVX
RTHAX	Russell Investments Tax-Exempt High Yield Bond Fun...	High Yield Muni	60	2.46%	—	May 2015	REAYX vs RTHAX
RTIYX	Russell Investments Multifactor International Equi...	Foreign Large Cap Equities	29	9.11%	—	Jul 2014	REAYX vs RTIYX
RELVX	Russell Investments LifePoints Equity Growth Strat...	Diversified Portfolio	64	10.83%	—	Mar 1998	REAYX vs RELVX
RFBSX	Russell Investments Short Duration Bond Fund	Short-Term Bond	89	0.72%	—	Oct 1981	REAYX vs RFBSX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	73	12.57%	20.00B	Mar 2016	REAYX vs VIHAX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	57	11.26%	—	Feb 2001	REAYX vs HDCTX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	12	3.23%	—	Jan 2011	REAYX vs PSECX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	83	14.30%	—	Oct 2002	REAYX vs TILVX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	42	6.29%	—	Jul 1998	REAYX vs ACIIX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	14	17.13%	—	Jan 1984	REAYX vs AVERX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	53	18.37%	—	Nov 1935	REAYX vs LEXCX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	79	6.25%	—	Dec 2019	REAYX vs TOWFX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	51	6.76%	—	Jul 1999	REAYX vs AUXFX

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