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 a closer substitute for your current allocation.
Cheapest Alternatives to TGDVX
TGDVX charges 0.90% annually. There are 199 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | TGDVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | TGDVX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TGDVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TGDVX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | TGDVX vs VVIAX |
Best Risk-Adjusted Alternatives to TGDVX
TGDVX has a PortfoliosLab risk / return rank of 78. There are 132 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | TGDVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | TGDVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | TGDVX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | TGDVX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | TGDVX vs AVLVX |
Top Performing TGDVX Alternatives (YTD)
TGDVX is at 12.71% YTD. There are 131 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | TGDVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | TGDVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | TGDVX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | TGDVX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | TGDVX vs YAFFX |
Lowest Volatility Alternatives to TGDVX
TGDVX has 12.20% 1-year volatility. There are 228 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | TGDVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | TGDVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | TGDVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | TGDVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | TGDVX vs TMMAX |
Lowest Drawdown Alternatives to TGDVX
TGDVX has a 1-year max drawdown of -7.78%. There are 198 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | TGDVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TGDVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TGDVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | TGDVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TGDVX vs SVAIX |
Other Mutual Funds from TCW
The 10 most viewed TCW mutual funds shown here include TGEIX, TGLMX, TGWIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TCW Emerging Markets Income Fund | Emerging Markets Bonds | 92 | 4.99% | — | May 1998 | TGDVX vs TGEIX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 36 | 1.12% | — | Jun 1993 | TGDVX vs TGLMX | |
| TCW Emerging Markets Local Currency Income Fund | Emerging Markets Bonds | 34 | 3.97% | — | Dec 2010 | TGDVX vs TGWIX | |
| TCW Relative Value Mid Cap Fund | Mid Cap Value Equities | 83 | 20.51% | — | Oct 1997 | TGDVX vs TGVOX | |
| TCW High Yield Bond Fund | High Yield Bonds | — | — | — | Feb 1993 | TGDVX vs TGHYX | |
| TCW Core Fixed Income Fund | Intermediate Core Bond | 17 | -0.11% | — | Feb 1993 | TGDVX vs TGCFX | |
| TCW Conservative Allocation Fund | Diversified Portfolio | 35 | 4.39% | — | Nov 2006 | TGDVX vs TGPCX | |
| TCW Global Bond Fund | Global Bonds | 5 | -0.84% | — | Nov 2011 | TGDVX vs TGGBX | |
| TCW Select Equities Fund | Large Cap Growth Equities | 6 | 3.44% | — | Feb 1993 | TGDVX vs TGCEX | |
| TCW Global Real Estate Fund | REIT | 20 | 11.59% | — | Nov 2014 | TGDVX vs TGREX |
Often Compared With TGDVX
Investors most often compare TGDVX with TSI, SMVLX, THPGX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TGDVX with Any Fund or Stock
Compare TGDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TGDVX with funds that move differently
TCW Relative Value Large Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TGDVX.
Explore TGDVX Diversifiers