TCW Relative Value Mid Cap Fund (TGVOX) Alternatives
TCW Relative Value Mid Cap Fund (TGVOX) 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 TGVOX. 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 TGVOX
TGVOX charges 0.85% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among TGVOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | TGVOX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | TGVOX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | TGVOX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | TGVOX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | TGVOX vs VMVIX |
Best Risk-Adjusted Alternatives to TGVOX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 87 | Jun 30, 2005 | TGVOX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 86 | Nov 30, 2001 | TGVOX vs SMVTX | |
| Invesco Value Opportunities Fund | 81 | Jun 25, 2001 | TGVOX vs VVOAX | |
| Delaware Opportunity Fund | 80 | Aug 24, 1992 | TGVOX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | TGVOX vs UMCVX |
Top Performing TGVOX Alternatives (YTD)
TGVOX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 9.20% | Nov 30, 2001 | TGVOX vs SMVTX | |
| Delaware Opportunity Fund | 8.09% | Aug 24, 1992 | TGVOX vs FIUSX | |
| Touchstone Mid Cap Value Fund | 7.81% | Sep 30, 2009 | TGVOX vs TCVIX | |
| Ariel Focus Fund | 7.30% | Jun 30, 2005 | TGVOX vs ARFFX | |
| Columbia Select Mid Cap Value Fund | 7.05% | Nov 20, 2001 | TGVOX vs NAMAX |
Lowest Volatility Alternatives to TGVOX
TGVOX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | TGVOX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.59% | Jul 26, 2013 | TGVOX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.62% | Mar 31, 2004 | TGVOX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.62% | Mar 31, 2004 | TGVOX vs ACLAX | |
| Victory RS Value Fund | 16.29% | Jun 30, 1993 | TGVOX vs RSVAX |
Lowest Drawdown Alternatives to TGVOX
TGVOX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | TGVOX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | TGVOX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | TGVOX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | TGVOX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | TGVOX vs CISMX |
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 | TGVOX vs TGEIX | |
| TCW High Yield Bond Fund | High Yield Bonds | — | — | Feb 26, 1993 | TGVOX vs TGHYX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 52 | 0.31% | Jun 17, 1993 | TGVOX vs TGLMX | |
| TCW Core Fixed Income Fund | Intermediate Core Bond | 34 | -0.32% | Feb 26, 1993 | TGVOX vs TGCFX | |
| TCW Emerging Markets Local Currency Income Fund | Emerging Markets Bonds | 77 | -3.45% | Dec 13, 2010 | TGVOX vs TGWIX | |
| TCW Relative Value Large Cap Fund | Large Cap Value Equities | 53 | 0.07% | Dec 31, 1997 | TGVOX vs TGDVX | |
| TCW Global Real Estate Fund | REIT | 14 | 1.07% | Nov 27, 2014 | TGVOX vs TGREX | |
| TCW Select Equities Fund | Large Cap Growth Equities | 10 | -11.75% | Feb 26, 1993 | TGVOX vs TGCEX | |
| TCW Conservative Allocation Fund | Diversified Portfolio | 44 | -1.52% | Nov 15, 2006 | TGVOX vs TGPCX | |
| TCW Global Bond Fund | Global Bonds | 40 | -1.66% | Nov 29, 2011 | TGVOX vs TGGBX |
Often Compared With TGVOX
What investors most often compare with TGVOX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Aegis Value Fund | Small Cap Value Equities | 98 | 16.31% | May 15, 1998 | TGVOX vs AVALX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 8 | -4.82% | Jan 31, 2017 | TGVOX vs CIMDX | |
| Fidelity Value Strategies Fund | Mid Cap Value Equities | 27 | 6.38% | Dec 31, 1983 | TGVOX vs FSLSX | |
| TCW Strategic Income Fund Inc. | Multisector Bonds | 4 | -7.86% | — | TGVOX vs TSI |
Compare TGVOX with Any Fund or Stock
Compare TGVOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.