Sustainable Equity Fund (REUYX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with REUYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to REUYX
REUYX charges 0.83% annually. There are 244 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | REUYX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | REUYX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | REUYX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | REUYX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | REUYX vs WBREOX |
Best Risk-Adjusted Alternatives to REUYX
REUYX has a PortfoliosLab risk / return rank of 37. There are 321 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | REUYX vs SVPFX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 95 | — | Feb 2004 | REUYX vs GTLOX | |
| Davis New York Venture Fund | 95 | — | Feb 1969 | REUYX vs NYVTX | |
| Vanguard PRIMECAP Core Fund | 94 | 18.10B | Dec 2004 | REUYX vs VPCCX | |
| Pin Oak Equity | 94 | — | Aug 1992 | REUYX vs POGSX |
Top Performing REUYX Alternatives (YTD)
REUYX is at 9.32% YTD. There are 301 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 25.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 25.49% | 18.10B | Dec 2004 | REUYX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.38% | — | Dec 2018 | REUYX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 23.81% | — | Nov 2004 | REUYX vs POGRX | |
| Integrity ESG Growth & Income Fund | 23.36% | — | Jan 1995 | REUYX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.30% | — | Dec 2015 | REUYX vs RESGX |
Lowest Volatility Alternatives to REUYX
REUYX has 12.86% 1-year volatility. There are 138 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | REUYX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.18% | — | Jul 2012 | REUYX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.20% | — | Jul 2012 | REUYX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.82% | — | Aug 2018 | REUYX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.31% | — | Feb 2012 | REUYX vs SILVX |
Lowest Drawdown Alternatives to REUYX
REUYX has a 1-year max drawdown of -10.20%. There are 285 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | REUYX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | REUYX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | REUYX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | REUYX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | REUYX vs AMFEX |
Other Mutual Funds from Russell
The 10 most viewed Russell mutual funds shown here include REBYX, RLVSX, RGIYX and span 10 categories.
Often Compared With REUYX
Investors most often compare REUYX with RELVX, FTRIX, ORDNX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare REUYX with Any Fund or Stock
Compare REUYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair REUYX with funds that move differently
Sustainable Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to REUYX.
Explore REUYX Diversifiers