Touchstone Dividend Equity Fund (TQCAX) 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 TQCAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TQCAX
TQCAX charges 1.04% annually. There are 252 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 | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | TQCAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | TQCAX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TQCAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TQCAX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | TQCAX vs VVIAX |
Best Risk-Adjusted Alternatives to TQCAX
TQCAX has a PortfoliosLab risk / return rank of 74. There are 163 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 | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | TQCAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | TQCAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | TQCAX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | TQCAX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | TQCAX vs BBISX |
Top Performing TQCAX Alternatives (YTD)
TQCAX is at 12.33% YTD. There are 152 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 | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | TQCAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | TQCAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | TQCAX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | TQCAX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | TQCAX vs PXTIX |
Lowest Volatility Alternatives to TQCAX
TQCAX has 10.10% 1-year volatility. There are 52 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 | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | TQCAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | TQCAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | TQCAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | TQCAX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | TQCAX vs TMMAX |
Lowest Drawdown Alternatives to TQCAX
TQCAX has a 1-year max drawdown of -7.37%. There are 169 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 | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | TQCAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TQCAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TQCAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | TQCAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TQCAX vs SVAIX |
Other Mutual Funds from Touchstone
The 10 most viewed Touchstone mutual funds shown here include TSFIX, SWRLX, SENCX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Touchstone Small Cap Fund | Small Cap Blend Equities | 22 | 12.09% | — | Sep 2009 | TQCAX vs TSFIX | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 90 | 18.86% | — | Mar 1993 | TQCAX vs SWRLX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 24 | 4.60% | — | Jan 1934 | TQCAX vs SENCX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 6 | 2.08% | — | Jan 2003 | TQCAX vs TMCPX | |
| Touchstone Mid Cap Growth Fund | Mid Cap Growth Equities | 20 | 13.33% | — | Oct 1994 | TQCAX vs TEGAX | |
| Touchstone Small Company Fund | Small Cap Blend Equities | 48 | 13.55% | — | Mar 1993 | TQCAX vs SAGWX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 1.79% | — | Mar 1994 | TQCAX vs TSDOX | |
| Touchstone Balanced Fund | Diversified Portfolio | 27 | 2.97% | — | Nov 1938 | TQCAX vs SEBLX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 54 | 12.94% | — | Jul 2014 | TQCAX vs TLCIX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 35 | 10.94% | — | Dec 1997 | TQCAX vs TEQAX |
Often Compared With TQCAX
Investors most often compare TQCAX with FDGRX, HDCTX, VDY.TO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TQCAX with Any Fund or Stock
Compare TQCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TQCAX with funds that move differently
Touchstone Dividend Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TQCAX.
Explore TQCAX Diversifiers