Tocqueville Fund (TOCQX) Alternatives
Tocqueville Fund (TOCQX) 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 TOCQX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to TOCQX
TOCQX charges 1.25% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among TOCQX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | TOCQX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | TOCQX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | TOCQX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | TOCQX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | TOCQX vs SSSYX |
Best Risk-Adjusted Alternatives to TOCQX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | TOCQX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | TOCQX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | TOCQX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | TOCQX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | TOCQX vs DHAMX |
Top Performing TOCQX Alternatives (YTD)
TOCQX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | TOCQX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | TOCQX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | TOCQX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | TOCQX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | TOCQX vs RCKSX |
Lowest Volatility Alternatives to TOCQX
TOCQX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | TOCQX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | TOCQX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | TOCQX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | TOCQX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | TOCQX vs QUERX |
Lowest Drawdown Alternatives to TOCQX
TOCQX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | TOCQX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | TOCQX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | TOCQX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | TOCQX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | TOCQX vs GQEIX |
Often Compared With TOCQX
What investors most often compare with TOCQX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Investor Shares | Large Cap Blend Equities | 45 | -7.09% | — | TOCQX vs VFINX |
Compare TOCQX with Any Fund or Stock
Compare TOCQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.