Touchstone Value Fund (TVLYX) 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 TVLYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TVLYX
TVLYX charges 0.83% annually. There are 179 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 | TVLYX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | TVLYX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TVLYX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TVLYX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | TVLYX vs VVIAX |
Best Risk-Adjusted Alternatives to TVLYX
TVLYX has a PortfoliosLab risk / return rank of 35. There are 274 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 | TVLYX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | TVLYX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | TVLYX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | TVLYX vs AVLVX | |
| LSV Conservative Value Equity Fund | 96 | — | Mar 2007 | TVLYX vs LSVVX |
Top Performing TVLYX Alternatives (YTD)
TVLYX is at 9.67% YTD. There are 255 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 28.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 28.71% | — | Nov 1935 | TVLYX vs LEXCX | |
| PIMCO RAE US Fund | 27.71% | — | Jun 2015 | TVLYX vs PKAIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.40% | — | Jun 2022 | TVLYX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 23.45% | — | Nov 2009 | TVLYX vs ADVGX | |
| PIMCO RAE PLUS Fund | 23.36% | — | Jun 2005 | TVLYX vs PXTIX |
Lowest Volatility Alternatives to TVLYX
TVLYX has 12.96% 1-year volatility. There are 268 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 | TVLYX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | TVLYX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | TVLYX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.44% | — | Feb 1996 | TVLYX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | TVLYX vs TWEIX |
Lowest Drawdown Alternatives to TVLYX
TVLYX has a 1-year max drawdown of -9.11%. There are 268 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 | TVLYX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TVLYX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TVLYX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | TVLYX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TVLYX 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 | 30 | 15.03% | — | Sep 2009 | TVLYX vs TSFIX | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 89 | 19.40% | — | Mar 1993 | TVLYX vs SWRLX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 25 | 6.13% | — | Jan 1934 | TVLYX vs SENCX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 8 | 4.20% | — | Jan 2003 | TVLYX vs TMCPX | |
| Touchstone Mid Cap Growth Fund | Mid Cap Growth Equities | 14 | 12.17% | — | Oct 1994 | TVLYX vs TEGAX | |
| Touchstone Small Company Fund | Small Cap Blend Equities | 59 | 15.97% | — | Mar 1993 | TVLYX vs SAGWX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 1.91% | — | Mar 1994 | TVLYX vs TSDOX | |
| Touchstone Balanced Fund | Diversified Portfolio | 28 | 4.04% | — | Nov 1938 | TVLYX vs SEBLX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 32 | 11.17% | — | Dec 1997 | TVLYX vs TEQAX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 58 | 13.48% | — | Jul 2014 | TVLYX vs TLCIX |
Often Compared With TVLYX
Investors most often compare TVLYX with JLGMX, TGVFX, PTSGX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TVLYX with Any Fund or Stock
Compare TVLYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TVLYX with funds that move differently
Touchstone Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TVLYX.
Explore TVLYX Diversifiers