Towle Deep Value Fund (TDVFX) belongs to the Small 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 TDVFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TDVFX
TDVFX charges 1.10% annually. There are 68 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | TDVFX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | TDVFX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | TDVFX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | TDVFX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | TDVFX vs VRTVX |
Best Risk-Adjusted Alternatives to TDVFX
Among 127 mutual funds in the Small Cap Value Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | TDVFX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | TDVFX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | TDVFX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | TDVFX vs TSLTX | |
| First Eagle Small Cap Opportunity Fund | 83 | — | Apr 2021 | TDVFX vs FESCX |
Top Performing TDVFX Alternatives (YTD)
Among 127 mutual funds in the Small Cap Value Equities category with YTD return data, the top-performing alternatives shown here go as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | TDVFX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | TDVFX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | TDVFX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | TDVFX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | TDVFX vs QRSVX |
Lowest Volatility Alternatives to TDVFX
Among 128 mutual funds in the Small Cap Value Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.00% | — | Sep 2017 | TDVFX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | TDVFX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | TDVFX vs TASCX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | TDVFX vs ARSMX | |
| VELA Small Cap Fund | 14.41% | — | Sep 2020 | TDVFX vs VESMX |
Lowest Drawdown Alternatives to TDVFX
Among 127 mutual funds in the Small Cap Value Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | TDVFX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | TDVFX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | TDVFX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | TDVFX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | TDVFX vs TSLTX |
Often Compared With TDVFX
Investors most often compare TDVFX with GTTTX, HRTVX, BSCMX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Small Cap Value Insights Fund Invest... | Small Cap Value Equities | 77 | 18.16% | — | Nov 2007 | TDVFX vs GTTTX | |
| Heartland Value Fund | Small Cap Value Equities | 79 | 20.07% | — | Dec 1984 | TDVFX vs HRTVX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 77 | 15.67% | — | Jan 2018 | TDVFX vs BSCMX | |
| North Star Dividend Fund | Small Cap Value Equities | 28 | 15.13% | — | May 2013 | TDVFX vs NSDVX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 66 | 21.10% | — | Apr 1997 | TDVFX vs SSCVX | |
| Walthausen Small Cap Value Fund | Small Cap Value Equities | 81 | 21.81% | — | Feb 2008 | TDVFX vs WSCVX | |
| Royce Special Equity Fund | Small Cap Value Equities | 75 | 19.46% | — | May 1998 | TDVFX vs RYSEX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 79 | 20.12% | — | Jul 1997 | TDVFX vs BRSIX |
Compare TDVFX with Any Fund or Stock
Compare TDVFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TDVFX with funds that move differently
Towle Deep Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TDVFX.
Explore TDVFX Diversifiers