Towpath Focus Fund (TOWFX) Alternatives

Towpath Focus Fund (TOWFX) 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 TOWFX. 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 TOWFX

TOWFX charges 1.11% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among TOWFX alternatives.

Symbol	Name	Expense Ratio	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	Dec 6, 2012	TOWFX vs FBLEX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	Dec 20, 2017	TOWFX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	Jun 7, 2016	TOWFX vs FLCOX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	Jul 2, 1998	TOWFX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	Oct 1, 2002	TOWFX vs TILVX

Best Risk-Adjusted Alternatives to TOWFX

Among mutual funds in the Large Cap Value 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
VIHAX	Vanguard International High Dividend Yield Index F...	92	Mar 2, 2016	TOWFX vs VIHAX
FGINX	Delaware Growth and Income Fund	88	Oct 4, 1993	TOWFX vs FGINX
NEIMX	Neiman Large Cap Value Fund	86	Apr 1, 2003	TOWFX vs NEIMX
VALAX	Al Frank Fund	85	May 1, 2006	TOWFX vs VALAX
NPRTX	Neuberger Berman Large Cap Value Fund	82	Jan 20, 1975	TOWFX vs NPRTX

Top Performing TOWFX Alternatives (YTD)

TOWFX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
AVERX	Ave Maria Value Focused Fund	18.00%	Jan 1, 1984	TOWFX vs AVERX
LEXCX	Voya Corporate Leaders Trust Fund	15.27%	Nov 18, 1935	TOWFX vs LEXCX
GQHPX	GQG Partners US Quality Dividend Income Fund	11.95%	Jun 29, 2021	TOWFX vs GQHPX
YAFFX	AMG Yacktman Focused Fund	8.59%	May 1, 1997	TOWFX vs YAFFX
HFCVX	Hennessy Cornerstone Value Fund	8.31%	Nov 1, 1996	TOWFX vs HFCVX

Lowest Volatility Alternatives to TOWFX

TOWFX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	4.68%	Feb 1, 2021	TOWFX vs ACTIX
RIDAX	The Income Fund of America Class R-1	9.48%	Dec 1, 1973	TOWFX vs RIDAX
HDCTX	Rational Equity Armor Fund	11.05%	Feb 28, 2001	TOWFX vs HDCTX
TWEIX	American Century Equity Income Fund	11.59%	Aug 1, 1994	TOWFX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	11.61%	Jul 8, 1998	TOWFX vs ACIIX

Lowest Drawdown Alternatives to TOWFX

TOWFX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	-3.07%	Feb 1, 2021	TOWFX vs ACTIX
HDCTX	Rational Equity Armor Fund	-6.95%	Feb 28, 2001	TOWFX vs HDCTX
AUXFX	Auxier Focus Fund	-8.19%	Jul 9, 1999	TOWFX vs AUXFX
RIDAX	The Income Fund of America Class R-1	-8.25%	Dec 1, 1973	TOWFX vs RIDAX
PSECX	1789 Growth and Income Fund	-8.36%	Jan 21, 2011	TOWFX vs PSECX

Other Mutual Funds from Oelschlager Investments

Most popular Oelschlager Investments mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
TOWTX	Towpath Technology Fund	Technology Equities	9	-9.57%	Feb 2, 2021	TOWFX vs TOWTX

Often Compared With TOWFX

What investors most often compare with TOWFX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SSHFX	Sound Shore Fund	Large Cap Value Equities	36	-6.25%	May 17, 1985	TOWFX vs SSHFX
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	45	-12.37%	Sep 30, 1985	TOWFX vs PRWAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	Large Cap Value Equities	75	4.80%	Jun 21, 2022	TOWFX vs AVLVX
APFWX	Artisan Value Income Fund	Large Cap Value Equities	21	0.30%	Feb 28, 2022	TOWFX vs APFWX
FDETX	Fidelity Advisor Capital Development Fund Class O	Large Cap Value Equities	78	-5.03%	Dec 30, 1985	TOWFX vs FDETX
VEIPX	Vanguard Equity Income Fund Investor Shares	Large Cap Value Equities	56	-0.15%	Mar 21, 1988	TOWFX vs VEIPX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	Large Cap Value Equities, Dividend	65	1.97%	Feb 7, 2019	TOWFX vs VHYAX
AFVLX	Applied Finance Select Fund	Large Cap Value Equities	23	-4.45%	Feb 1, 2017	TOWFX vs AFVLX
VWNAX	Vanguard Windsor II Fund Admiral Shares	Large Cap Value Equities	54	-3.26%	May 14, 2001	TOWFX vs VWNAX
HLIEX	JPMorgan Equity Income Fund	Large Cap Value Equities	41	-0.29%	Jul 2, 1987	TOWFX vs HLIEX
OANMX	Oakmark Fund Institutional Class	Large Cap Value Equities	20	-4.10%	Nov 30, 2016	TOWFX vs OANMX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	67	0.72%	Apr 2, 2007	TOWFX vs SFLNX
FALIX	Fidelity Advisor Large Cap Fund Class I	Large Cap Value Equities	70	0.00%	Feb 20, 1996	TOWFX vs FALIX
SLVIX	Columbia Select Large Cap Value Fund Institutional...	Large Cap Value Equities	81	0.27%	Nov 30, 2001	TOWFX vs SLVIX
MXEQX	Great-West Large Cap Value Fund	Large Cap Value Equities	39	-1.13%	Nov 1, 1994	TOWFX vs MXEQX
OLVAX	JPMorgan Large Cap Value Fund Class A	Large Cap Value Equities	38	-2.74%	Feb 18, 1992	TOWFX vs OLVAX
DCLVX	Dunham Large Cap Value Fund	Large Cap Value Equities	55	-1.41%	Dec 10, 2004	TOWFX vs DCLVX
PEIYX	Putnam Large Cap Value Fund	Large Cap Value Equities	63	-1.25%	Jan 10, 1998	TOWFX vs PEIYX
TQCAX	Touchstone Dividend Equity Fund	Large Cap Value Equities	43	-1.58%	Jun 7, 1998	TOWFX vs TQCAX
PRFDX	T. Rowe Price Equity Income Fund	Large Cap Value Equities	32	-0.99%	Oct 31, 1985	TOWFX vs PRFDX

Compare TOWFX with Any Fund or Stock

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

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Towpath Focus Fund

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