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 263 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
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	TORYX vs VIVIX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	TORYX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	TORYX vs FLCOX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	TORYX vs TILVX

Best Risk-Adjusted Alternatives to TORYX

TORYX has a PortfoliosLab risk / return rank of 72. There are 167 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	97	—	Oct 1993	TORYX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	TORYX vs FGINX
MALVX	BlackRock Advantage Large Cap Value Fund	96	—	Dec 1999	TORYX vs MALVX
IDIVX	Integrity Dividend Harvest Fund	96	—	May 2012	TORYX vs IDIVX
BBISX	Sterling Capital Behavioral Large Cap Value Equity...	95	—	Oct 1992	TORYX vs BBISX

Top Performing TORYX Alternatives (YTD)

TORYX is at 13.51% YTD. There are 119 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	26.47%	—	Jun 2015	TORYX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	26.18%	—	Nov 1935	TORYX vs LEXCX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.83%	—	Jun 2022	TORYX vs AVLVX
CFJIX	Calvert US Large-Cap Value Responsible Index Fund	22.16%	—	Jun 2015	TORYX vs CFJIX
PXTIX	PIMCO RAE PLUS Fund	22.13%	—	Jun 2005	TORYX vs PXTIX

Lowest Volatility Alternatives to TORYX

TORYX has 10.92% 1-year volatility. There are 121 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.33%	—	Sep 2017	TORYX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.63%	—	Feb 2021	TORYX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.36%	—	Dec 1973	TORYX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.49%	—	Feb 1996	TORYX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.49%	—	Dec 2007	TORYX vs TMMAX

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 -2.90%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
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
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	TORYX vs BUFBX
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 3 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	66	10.84%	783.21B	Jan 1993	TORYX vs SPY
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	14	3.97%	—	Jan 2011	TORYX vs PSECX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	22	18.47%	—	Jan 1984	TORYX vs AVERX
VALAX	Al Frank Fund	Large Cap Value Equities	93	21.72%	—	May 2006	TORYX vs VALAX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	86	11.29%	—	Jul 1999	TORYX vs AUXFX
VEIPX	Vanguard Equity Income Fund Investor Shares	Large Cap Value Equities	73	10.55%	66.40B	Mar 1988	TORYX vs VEIPX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	72	11.11%	—	Jul 1998	TORYX vs ACIIX
BOYAX	Boyar Value Fund	Large Cap Value Equities	30	10.35%	—	May 1998	TORYX vs BOYAX
DFP	Dimensional Financial Leaders Fund	Large Cap Value Equities	18	4.70%	—	May 2013	TORYX vs DFP
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	84	15.51%	—	Jul 1987	TORYX vs OIEJX
SAIFX	ClearBridge Large Cap Value Fund	Large Cap Value Equities	80	12.58%	—	May 1958	TORYX vs SAIFX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	81	14.53%	—	Nov 1988	TORYX vs MADVX
YAFFX	AMG Yacktman Focused Fund	Large Cap Value Equities	85	21.60%	—	May 1997	TORYX vs YAFFX
DDVCX	Nomura Value Fund Class C	Large Cap Value Equities	32	7.44%	—	Apr 2002	TORYX vs DDVCX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	90	16.04%	245.00B	Nov 2000	TORYX vs VVIAX
CGRWX	Invesco Comstock Select Fund	Large Cap Value Equities	54	9.09%	—	Sep 1985	TORYX vs CGRWX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	86	11.51%	—	Nov 2002	TORYX vs LBSAX
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	32	7.74%	—	Jan 1965	TORYX vs DODGX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	41	7.54%	—	Feb 2001	TORYX vs HDCTX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	93	18.34%	—	Apr 2003	TORYX vs NEIMX

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.

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Torray Fund (TORYX) Alternatives