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 a closer substitute for your current allocation.
Cheapest Alternatives to TOCQX
TOCQX charges 1.25% annually. There are 358 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 | TOCQX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | TOCQX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | TOCQX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | TOCQX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | TOCQX vs VSMPX |
Best Risk-Adjusted Alternatives to TOCQX
TOCQX has a PortfoliosLab risk / return rank of 77. There are 35 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | TOCQX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 93 | 92.00B | Nov 2001 | TOCQX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | TOCQX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | TOCQX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 89 | — | Dec 2018 | TOCQX vs FTZIX |
Top Performing TOCQX Alternatives (YTD)
TOCQX is at 16.98% YTD. There are 12 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.22% | 17.20B | Dec 2004 | TOCQX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.50% | 92.00B | Nov 2001 | TOCQX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.66% | — | Nov 2004 | TOCQX vs POSKX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | TOCQX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 24.26% | — | Jan 1995 | TOCQX vs IGIAX |
Lowest Volatility Alternatives to TOCQX
TOCQX has 18.52% 1-year volatility. There are 392 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | TOCQX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.39% | — | Mar 2021 | TOCQX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.34% | — | Jul 2012 | TOCQX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.36% | — | Jul 2012 | TOCQX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.52% | — | May 2015 | TOCQX vs FSUVX |
Lowest Drawdown Alternatives to TOCQX
TOCQX has a 1-year max drawdown of -9.55%. There are 232 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | TOCQX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | TOCQX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | TOCQX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | TOCQX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | TOCQX vs QUERX |
Often Compared With TOCQX
Investors most often compare TOCQX with VFINX, SGOIX, GQEIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare TOCQX with Any Fund or Stock
Compare TOCQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TOCQX with funds that move differently
Tocqueville Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TOCQX.
Explore TOCQX Diversifiers