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 251 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | REUYX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | REUYX vs VFFSX | |
| 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | REUYX vs VSMPX |
Best Risk-Adjusted Alternatives to REUYX
REUYX has a PortfoliosLab risk / return rank of 28. There are 328 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | REUYX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | REUYX vs VPCCX | |
| Pin Oak Equity | 91 | — | Aug 1992 | REUYX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | REUYX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | REUYX vs VPMAX |
Top Performing REUYX Alternatives (YTD)
REUYX is at 7.22% YTD. There are 324 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 27.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 27.33% | 17.20B | Dec 2004 | REUYX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 26.31% | — | Nov 2004 | REUYX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.29% | — | Jan 1995 | REUYX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.29% | — | Dec 2015 | REUYX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.80% | 92.00B | Nov 2001 | REUYX vs VPMAX |
Lowest Volatility Alternatives to REUYX
REUYX has 12.60% 1-year volatility. There are 167 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | REUYX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | REUYX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | REUYX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | REUYX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | REUYX vs JEPIX |
Lowest Drawdown Alternatives to REUYX
REUYX has a 1-year max drawdown of -10.20%. There are 288 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 | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | REUYX vs ORDNX | |
| 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 |
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 REUYX
Investors most often compare REUYX with RELVX, FTRIX, SSEYX. These 20 comparison targets span 4 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