Timothy Plan Conservative Growth Fund (TCGAX) Alternatives
Timothy Plan Conservative Growth Fund (TCGAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TCGAX. 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 TCGAX
TCGAX charges 1.04% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TCGAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TCGAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TCGAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TCGAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TCGAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | TCGAX vs MAANX |
Best Risk-Adjusted Alternatives to TCGAX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | TCGAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TCGAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TCGAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TCGAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TCGAX vs PMAIX |
Top Performing TCGAX Alternatives (YTD)
TCGAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | TCGAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TCGAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TCGAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TCGAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TCGAX vs CONWX |
Lowest Volatility Alternatives to TCGAX
TCGAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | TCGAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TCGAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TCGAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TCGAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TCGAX vs SICIX |
Lowest Drawdown Alternatives to TCGAX
TCGAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | TCGAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TCGAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TCGAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TCGAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TCGAX vs SICIX |
Other Mutual Funds from Timothy Plan
Most popular Timothy Plan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 21 | 1.75% | Jul 14, 1999 | TCGAX vs TLVAX | |
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 90 | 6.37% | Oct 5, 2000 | TCGAX vs TAAGX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | TCGAX vs TPDAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 42 | -3.15% | Oct 5, 2000 | TCGAX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 16 | 1.49% | Mar 24, 1994 | TCGAX vs TPLNX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 39 | 3.47% | Sep 30, 2013 | TCGAX vs TIGIX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 56 | -3.03% | May 3, 2007 | TCGAX vs TPIAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 40 | -0.36% | Jul 14, 1999 | TCGAX vs TFIAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 49 | 0.19% | Oct 4, 2000 | TCGAX vs TSGAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 82 | -1.27% | May 7, 2007 | TCGAX vs TPHAX |
Often Compared With TCGAX
What investors most often compare with TCGAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | TCGAX vs SPY | |
| Eventide Multi-Asset Income Fund | Diversified Portfolio | 49 | 1.81% | Jul 14, 2015 | TCGAX vs ETIMX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | TCGAX vs EKBAX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | TCGAX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | TCGAX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | TCGAX vs WWWEX |
Compare TCGAX with Any Fund or Stock
Compare TCGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.