Touchstone Value Fund (TVLYX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TVLYX
TVLYX charges 0.83% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among TVLYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | TVLYX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | TVLYX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | TVLYX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | TVLYX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | TVLYX vs TILVX |
Best Risk-Adjusted Alternatives to TVLYX
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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | Mar 2, 2016 | TVLYX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | TVLYX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | TVLYX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | TVLYX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | TVLYX vs NEIMX |
Top Performing TVLYX Alternatives (YTD)
TVLYX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | TVLYX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | TVLYX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | TVLYX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | TVLYX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | TVLYX vs SVAIX |
Lowest Volatility Alternatives to TVLYX
TVLYX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.71% | Feb 1, 2021 | TVLYX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | TVLYX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | TVLYX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | TVLYX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | TVLYX vs ACIIX |
Lowest Drawdown Alternatives to TVLYX
TVLYX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | TVLYX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | TVLYX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | TVLYX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | TVLYX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | TVLYX vs RIDAX |
Other Mutual Funds from Touchstone
Most popular Touchstone mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Touchstone Small Cap Fund | Small Cap Blend Equities | 24 | -2.03% | Sep 30, 2009 | TVLYX vs TSFIX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 9 | -5.13% | Jan 2, 2003 | TVLYX vs TMCPX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 31 | -7.35% | Jan 12, 1934 | TVLYX vs SENCX | |
| Touchstone Small Company Fund | Small Cap Blend Equities | 34 | -2.26% | Mar 1, 1993 | TVLYX vs SAGWX | |
| Touchstone Balanced Fund | Diversified Portfolio | 36 | -4.75% | Nov 15, 1938 | TVLYX vs SEBLX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 17 | 1.32% | Jul 9, 2014 | TVLYX vs TLCIX | |
| Touchstone Growth Opportunities Fund | Large Cap Growth Equities | 41 | -9.16% | Sep 29, 1995 | TVLYX vs TGVFX | |
| Touchstone Sands Capital Select Growth Fund | Large Cap Growth Equities | 12 | -13.47% | Aug 11, 2000 | TVLYX vs PTSGX | |
| Touchstone Mid Cap Growth Fund | Mid Cap Growth Equities | 34 | -2.28% | Oct 3, 1994 | TVLYX vs TEGAX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 56 | -0.33% | Dec 18, 1997 | TVLYX vs TEQAX |
Often Compared With TVLYX
What investors most often compare with TVLYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 25 | -8.48% | Nov 30, 2010 | TVLYX vs JLGMX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 0.51% | Mar 1, 1994 | TVLYX vs TSDOX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 73 | 9.21% | Nov 1, 1996 | TVLYX vs HFCVX | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -0.58% | Jan 21, 2011 | TVLYX vs PSECX |
Compare TVLYX with Any Fund or Stock
Compare TVLYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.