TCW Relative Value Large Cap Fund (TGDVX) Alternatives
TCW Relative Value Large Cap Fund (TGDVX) 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 TGDVX. 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 TGDVX
TGDVX charges 0.90% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among TGDVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | TGDVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | TGDVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | TGDVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | TGDVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | TGDVX vs VVIAX |
Best Risk-Adjusted Alternatives to TGDVX
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 | TGDVX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | TGDVX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | TGDVX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | TGDVX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | TGDVX vs NEIMX |
Top Performing TGDVX Alternatives (YTD)
TGDVX 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 | TGDVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | TGDVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | TGDVX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | TGDVX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | TGDVX vs SVAIX |
Lowest Volatility Alternatives to TGDVX
TGDVX 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 | TGDVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | TGDVX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | TGDVX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | TGDVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | TGDVX vs ACIIX |
Lowest Drawdown Alternatives to TGDVX
TGDVX 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 | TGDVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | TGDVX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | TGDVX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | TGDVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | TGDVX vs RIDAX |
Other Mutual Funds from TCW
Most popular TCW mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| TCW Emerging Markets Income Fund | Emerging Markets Bonds | 90 | -1.46% | May 28, 1998 | TGDVX vs TGEIX | |
| TCW High Yield Bond Fund | High Yield Bonds | — | — | Feb 26, 1993 | TGDVX vs TGHYX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 52 | 0.31% | Jun 17, 1993 | TGDVX vs TGLMX | |
| TCW Core Fixed Income Fund | Intermediate Core Bond | 34 | -0.32% | Feb 26, 1993 | TGDVX vs TGCFX | |
| TCW Relative Value Mid Cap Fund | Mid Cap Value Equities | 68 | 5.79% | Oct 31, 1997 | TGDVX vs TGVOX | |
| TCW Emerging Markets Local Currency Income Fund | Emerging Markets Bonds | 77 | -3.45% | Dec 13, 2010 | TGDVX vs TGWIX | |
| TCW Global Real Estate Fund | REIT | 14 | 1.07% | Nov 27, 2014 | TGDVX vs TGREX | |
| TCW Select Equities Fund | Large Cap Growth Equities | 10 | -11.75% | Feb 26, 1993 | TGDVX vs TGCEX | |
| TCW Conservative Allocation Fund | Diversified Portfolio | 48 | -0.42% | Nov 15, 2006 | TGDVX vs TGPCX | |
| TCW Global Bond Fund | Global Bonds | 32 | -1.43% | Nov 29, 2011 | TGDVX vs TGGBX |
Often Compared With TGDVX
What investors most often compare with TGDVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| TCW Strategic Income Fund Inc. | Multisector Bonds | 2 | -7.65% | — | TGDVX vs TSI | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -0.58% | Jan 21, 2011 | TGDVX vs PSECX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 73 | 9.21% | Nov 1, 1996 | TGDVX vs HFCVX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 52 | 2.07% | Oct 1, 2002 | TGDVX vs TILVX |
Compare TGDVX with Any Fund or Stock
Compare TGDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.