TORYX Alternatives & Similar Mutual Funds

Torray Equity Income 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 261 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 91. There are 93 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993	TORYX vs FGIPX
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993	TORYX vs FGINX
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015	TORYX vs PKAIX
MDLVX	BlackRock Advantage Large Cap Value Fund Investor ...	98	—	—	TORYX vs MDLVX
LSVVX	LSV Conservative Value Equity Fund	98	—	Mar 2007	TORYX vs LSVVX

Top Performing TORYX Alternatives (YTD)

TORYX is at 16.89% YTD. There are 89 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	30.43%	—	Jun 2015	TORYX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	29.15%	—	Nov 1935	TORYX vs LEXCX
YAFFX	AMG Yacktman Focused Fund	25.82%	—	May 1997	TORYX vs YAFFX
PXTIX	PIMCO RAE PLUS Fund	25.46%	—	Jun 2005	TORYX vs PXTIX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	24.91%	—	Jun 2022	TORYX vs AVLVX

Lowest Volatility Alternatives to TORYX

TORYX has 10.85% 1-year volatility. There are 111 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.

Symbol	Name	Volatility 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	TORYX vs ACTIX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.26%	—	Feb 1996	TORYX vs FALGX
RIDAX	The Income Fund of America Class R-1	7.35%	—	Dec 1973	TORYX vs RIDAX
TWEIX	American Century Equity Income Fund	8.58%	6.45B	Aug 1994	TORYX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.60%	—	Jul 1998	TORYX vs ACIIX

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 5 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	78	11.70%	789.06B	Jan 1993	TORYX vs SPY
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	22	5.88%	—	Jan 2011	TORYX vs PSECX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	38	20.91%	—	Jan 1984	TORYX vs AVERX
VALAX	Al Frank Fund	Large Cap Value Equities	94	21.25%	—	May 2006	TORYX vs VALAX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	90	11.78%	—	Jul 1999	TORYX vs AUXFX
VEIPX	Vanguard Equity Income Fund Investor Shares	Dividend, Large Cap Value Equities	86	11.80%	65.40B	Mar 1988	TORYX vs VEIPX
BOYAX	Boyar Value Fund	Large Cap Value Equities	48	12.99%	—	May 1998	TORYX vs BOYAX
DFP	Dimensional Financial Leaders Fund	Large Cap Value Equities	21	4.00%	—	May 2013	TORYX vs DFP
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	91	16.82%	—	Jul 1987	TORYX vs OIEJX
CGRWX	Invesco Comstock Select Fund	Large Cap Value Equities	83	10.70%	—	Sep 1985	TORYX vs CGRWX
SAIFX	ClearBridge Large Cap Value Fund	Large Cap Value Equities	87	13.88%	—	May 1958	TORYX vs SAIFX
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	94	16.32%	254.20B	Nov 2000	TORYX vs VVIAX
DDVCX	Nomura Value Fund Class C	Large Cap Value Equities	42	8.95%	—	Apr 2002	TORYX vs DDVCX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	88	16.37%	—	Nov 1988	TORYX vs MADVX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	90	12.07%	—	Nov 2002	TORYX vs LBSAX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	94	17.32%	20.40B	Mar 2016	TORYX vs VIHAX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	40	7.27%	—	Feb 2001	TORYX vs HDCTX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	96	19.26%	—	Apr 2003	TORYX vs NEIMX
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	60	9.94%	—	Jan 1965	TORYX vs DODGX
GQHPX	GQG Partners US Quality Dividend Income Fund	Quality Factor, Large Cap Value Equities	58	13.55%	—	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 Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TORYX.

Explore TORYX Diversifiers

Torray Equity Income Fund (TORYX) Alternatives