TORYX Alternatives & Similar Mutual Funds

Torray Fund (TORYX) 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 TORYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to TORYX

TORYX charges 1.07% annually. There are 267 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	TORYX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	—	Jun 2016	TORYX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	TORYX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	TORYX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	238.00B	Nov 2000	TORYX vs VVIAX

Best Risk-Adjusted Alternatives to TORYX

TORYX has a PortfoliosLab risk / return rank of 78. There are 81 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	TORYX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	TORYX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	TORYX vs VALAX
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	TORYX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	TORYX vs SABTX

Top Performing TORYX Alternatives (YTD)

TORYX is at 13.73% YTD. There are 57 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	TORYX vs YAFFX
PKAIX	PIMCO RAE US Fund	24.56%	—	Jun 2015	TORYX vs PKAIX
VALAX	Al Frank Fund	23.13%	—	May 2006	TORYX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	21.74%	—	Jun 2022	TORYX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	20.74%	—	Jun 2005	TORYX vs PXTIX

Lowest Volatility Alternatives to TORYX

TORYX has 10.90% 1-year volatility. There are 160 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	TORYX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	TORYX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.13%	—	Dec 1973	TORYX vs RIDAX
FALIX	Fidelity Advisor Large Cap Fund Class I	8.06%	—	Feb 1996	TORYX vs FALIX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.06%	—	Nov 1997	TORYX vs FLCCX

Lowest Drawdown Alternatives to TORYX

TORYX has a 1-year max drawdown of -4.50%. There are 3 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	TORYX vs BUFBX
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	TORYX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	TORYX vs HFCVX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	TORYX vs SVAIX
TOWFX	Towpath Focus Fund	-4.72%	—	Dec 2019	TORYX vs TOWFX

Often Compared With TORYX

Investors most often compare TORYX with SPY, PSECX, AVERX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	TORYX vs SPY
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	12	3.23%	—	Jan 2011	TORYX vs PSECX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	14	17.13%	—	Jan 1984	TORYX vs AVERX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	53	18.37%	—	Nov 1935	TORYX vs LEXCX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	42	6.29%	—	Jul 1998	TORYX vs ACIIX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	51	6.76%	—	Jul 1999	TORYX vs AUXFX
VEIPX	Vanguard Equity Income Fund Investor Shares	Large Cap Value Equities	67	9.70%	66.00B	Mar 1988	TORYX vs VEIPX
BOYAX	Boyar Value Fund	Large Cap Value Equities	25	5.85%	—	May 1998	TORYX vs BOYAX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	65	10.42%	—	Jul 1987	TORYX vs OIEJX
DDVCX	Nomura Value Fund Class C	Large Cap Value Equities	26	5.42%	—	Apr 2002	TORYX vs DDVCX
DFP	Dimensional Financial Leaders Fund	Large Cap Value Equities	12	0.81%	—	May 2013	TORYX vs DFP
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	19	2.93%	—	Jan 1965	TORYX vs DODGX
SAIFX	ClearBridge Large Cap Value Fund	Large Cap Value Equities	46	7.59%	—	May 1958	TORYX vs SAIFX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	62	9.66%	—	Nov 1988	TORYX vs MADVX
MEIAX	MFS Value Fund	Large Cap Value Equities	22	4.37%	—	Jan 1996	TORYX vs MEIAX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	94	17.29%	—	Apr 2003	TORYX vs NEIMX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	41	6.14%	6.45B	Aug 1994	TORYX vs TWEIX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	73	12.57%	20.00B	Mar 2016	TORYX vs VIHAX
FDGFX	Fidelity Dividend Growth Fund	Large Cap Value Equities	86	17.51%	—	Apr 1993	TORYX vs FDGFX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	22	10.15%	—	Jun 2021	TORYX vs GQHPX

Compare TORYX with Any Fund or Stock

Compare TORYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair TORYX with funds that move differently

Torray Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TORYX.

Explore TORYX Diversifiers

Torray Fund (TORYX) Alternatives