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 a closer substitute for your current allocation.
Cheapest Alternatives to TGVOX
TGVOX 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 | TGVOX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | TGVOX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | TGVOX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | TGVOX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | TGVOX vs VMVIX |
Best Risk-Adjusted Alternatives to TGVOX
TGVOX has a PortfoliosLab risk / return rank of 86. There are 9 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 94 | — | Mar 2002 | TGVOX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 90 | — | Nov 2001 | TGVOX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 89 | — | Aug 1998 | TGVOX vs NCBVX | |
| Fidelity Mid Cap Value K6 Fund | 88 | — | May 2017 | TGVOX vs FCMVX | |
| Delaware Opportunity Fund | 88 | — | Aug 1992 | TGVOX vs FIUSX |
Top Performing TGVOX Alternatives (YTD)
TGVOX is at 20.36% YTD. There are 21 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 27.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 27.02% | — | Dec 1983 | TGVOX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.99% | — | Jul 1995 | TGVOX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.80% | — | Sep 1996 | TGVOX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.65% | — | Aug 1986 | TGVOX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 26.29% | — | Aug 2001 | TGVOX vs FVCSX |
Lowest Volatility Alternatives to TGVOX
TGVOX has 14.59% 1-year volatility. There are 61 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.51% | 36.60B | Sep 2011 | TGVOX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.51% | — | Aug 2006 | TGVOX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.79% | — | Dec 2013 | TGVOX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | TGVOX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.85% | — | Mar 2004 | TGVOX vs ACLAX |
Lowest Drawdown Alternatives to TGVOX
TGVOX has a 1-year max drawdown of -9.04%. There are 49 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 | TGVOX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | TGVOX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | TGVOX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | TGVOX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | TGVOX vs VMVAX |
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 | 4.84% | — | May 1998 | TGVOX vs TGEIX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 49 | 1.25% | — | Jun 1993 | TGVOX vs TGLMX | |
| TCW Emerging Markets Local Currency Income Fund | Emerging Markets Bonds | 33 | 3.71% | — | Dec 2010 | TGVOX vs TGWIX | |
| TCW Relative Value Large Cap Fund | Large Cap Value Equities | 81 | 12.44% | — | Dec 1997 | TGVOX vs TGDVX | |
| TCW High Yield Bond Fund | High Yield Bonds | — | — | — | Feb 1993 | TGVOX vs TGHYX | |
| TCW Core Fixed Income Fund | Intermediate Core Bond | 21 | -0.01% | — | Feb 1993 | TGVOX vs TGCFX | |
| TCW Conservative Allocation Fund | Diversified Portfolio | 37 | 4.14% | — | Nov 2006 | TGVOX vs TGPCX | |
| TCW Global Bond Fund | Global Bonds | 6 | -0.72% | — | Nov 2011 | TGVOX vs TGGBX | |
| TCW Select Equities Fund | Large Cap Growth Equities | 6 | 4.27% | — | Feb 1993 | TGVOX vs TGCEX | |
| TCW Global Real Estate Fund | REIT | 22 | 11.59% | — | Nov 2014 | TGVOX vs TGREX |
Often Compared With TGVOX
Investors most often compare TGVOX with TCVIX, AVALX, KSMIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare TGVOX with Any Fund or Stock
Compare TGVOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TGVOX with funds that move differently
TCW Relative Value Mid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TGVOX.
Explore TGVOX Diversifiers