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 a closer substitute for your current allocation.
Cheapest Alternatives to TCGAX
TCGAX charges 1.04% annually. There are 433 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | TCGAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TCGAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TCGAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TCGAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TCGAX vs BWBIX |
Best Risk-Adjusted Alternatives to TCGAX
TCGAX has a PortfoliosLab risk / return rank of 48. There are 378 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | TCGAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TCGAX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | TCGAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TCGAX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | TCGAX vs FSRRX |
Top Performing TCGAX Alternatives (YTD)
TCGAX is at 6.24% YTD. There are 285 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | TCGAX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | TCGAX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | TCGAX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | TCGAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | TCGAX vs MHELX |
Lowest Volatility Alternatives to TCGAX
TCGAX has 7.32% 1-year volatility. There are 174 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | TCGAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | TCGAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | TCGAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | TCGAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TCGAX vs CSTAX |
Lowest Drawdown Alternatives to TCGAX
TCGAX has a 1-year max drawdown of -5.57%. There are 176 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | TCGAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TCGAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TCGAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TCGAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TCGAX vs CSTAX |
Other Mutual Funds from Timothy Plan
The 10 most viewed Timothy Plan mutual funds shown here include TAAGX, TPDAX, TLVAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 63 | 25.25% | — | Oct 2000 | TCGAX vs TAAGX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 67 | 7.66% | — | Nov 2009 | TCGAX vs TPDAX | |
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 20 | 9.45% | — | Jul 1999 | TCGAX vs TLVAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 25 | 13.24% | — | Oct 2000 | TCGAX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 26 | 14.68% | — | Mar 1994 | TCGAX vs TPLNX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 53 | 11.92% | — | May 2007 | TCGAX vs TPIAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 13 | -1.08% | — | Jul 1999 | TCGAX vs TFIAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 44 | 7.80% | — | Oct 2000 | TCGAX vs TSGAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 74 | 2.03% | — | May 2007 | TCGAX vs TPHAX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 37 | 6.09% | — | Sep 2013 | TCGAX vs TIGIX |
Often Compared With TCGAX
Investors most often compare TCGAX with ETIMX, SPY, TPDIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TCGAX with Any Fund or Stock
Compare TCGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TCGAX with funds that move differently
Timothy Plan Conservative Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TCGAX.
Explore TCGAX Diversifiers