Touchstone Mid Cap Value Fund (TCVIX) belongs to the Mid 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 TCVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TCVIX
TCVIX charges 0.85% annually. There are 40 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | TCVIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | TCVIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | TCVIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | TCVIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | TCVIX vs VMVIX |
Best Risk-Adjusted Alternatives to TCVIX
TCVIX has a PortfoliosLab risk / return rank of 76. There are 47 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | TCVIX vs HNMVX | |
| Harbor Mid Cap Value Fund | 96 | — | Mar 2002 | TCVIX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | TCVIX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | TCVIX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 91 | — | Jul 1995 | TCVIX vs FASOX |
Top Performing TCVIX Alternatives (YTD)
TCVIX is at 15.96% YTD. There are 55 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 29.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 29.05% | — | Dec 1983 | TCVIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 29.02% | — | Jul 1995 | TCVIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.83% | — | Sep 1996 | TCVIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.64% | — | Aug 1986 | TCVIX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 28.24% | — | Aug 2001 | TCVIX vs FVCSX |
Lowest Volatility Alternatives to TCVIX
TCVIX has 13.51% 1-year volatility. There are 43 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund | 11.39% | — | Aug 2006 | TCVIX vs VMVIX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.39% | 37.20B | Sep 2011 | TCVIX vs VMVAX | |
| Principal MidCap Value Fund I | 11.80% | — | Dec 2003 | TCVIX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.82% | — | Mar 2004 | TCVIX vs ACLAX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | TCVIX vs ACMVX |
Lowest Drawdown Alternatives to TCVIX
TCVIX has a 1-year max drawdown of -8.52%. There are 36 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | TCVIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | TCVIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | TCVIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | TCVIX vs HAMVX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | TCVIX vs HNMVX |
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 | 36 | 12.61% | — | Sep 2009 | TCVIX vs TSFIX | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 94 | 21.39% | — | Mar 1993 | TCVIX vs SWRLX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 29 | 4.94% | — | Jan 1934 | TCVIX vs SENCX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 10 | 3.65% | — | Jan 2003 | TCVIX vs TMCPX | |
| Touchstone Mid Cap Growth Fund | Mid Cap Growth Equities | 13 | 10.78% | — | Oct 1994 | TCVIX vs TEGAX | |
| Touchstone Small Company Fund | Small Cap Blend Equities | 64 | 15.00% | — | Mar 1993 | TCVIX vs SAGWX | |
| Touchstone Balanced Fund | Diversified Portfolio | 29 | 3.00% | — | Nov 1938 | TCVIX vs SEBLX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 1.91% | — | Mar 1994 | TCVIX vs TSDOX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 52 | 12.58% | — | Dec 1997 | TCVIX vs TEQAX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 66 | 11.86% | — | Jul 2014 | TCVIX vs TLCIX |
Often Compared With TCVIX
Investors most often compare TCVIX with TGVOX, VO, MVEIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TCVIX with Any Fund or Stock
Compare TCVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TCVIX with funds that move differently
Touchstone Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TCVIX.
Explore TCVIX Diversifiers