Thornburg Small/Mid Cap Growth Fund (THCGX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with THCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to THCGX
THCGX charges 1.31% annually. There are 373 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | THCGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | THCGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | THCGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | THCGX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | THCGX vs VRGWX |
Best Risk-Adjusted Alternatives to THCGX
THCGX has a PortfoliosLab risk / return rank of 23. There are 167 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | THCGX vs VPMCX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | THCGX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | THCGX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | THCGX vs ONERX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | THCGX vs VHCAX |
Top Performing THCGX Alternatives (YTD)
THCGX is at 13.69% YTD. There are 70 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | THCGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.14% | — | Feb 2004 | THCGX vs RYGRX | |
| ICON Equity Fund | 27.60% | — | Oct 2002 | THCGX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | THCGX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.21% | — | Jan 2007 | THCGX vs CHAIX |
Lowest Volatility Alternatives to THCGX
THCGX has 20.25% 1-year volatility. There are 353 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.87% | — | Sep 2019 | THCGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.70% | — | Jan 2005 | THCGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | THCGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.19% | — | Apr 2010 | THCGX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | THCGX vs GQEPX |
Lowest Drawdown Alternatives to THCGX
THCGX has a 1-year max drawdown of -15.53%. There are 227 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | THCGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | THCGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | THCGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | THCGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | THCGX vs DNVYX |
Other Mutual Funds from Thornburg
The 10 most viewed Thornburg mutual funds shown here include TIBIX, TIBAX, THOIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund Class I | Diversified Portfolio | 97 | 15.32% | — | Dec 2002 | THCGX vs TIBIX | |
| Thornburg Investment Income Builder Fund | Global Allocation | 97 | 15.22% | — | Dec 2002 | THCGX vs TIBAX | |
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 86 | 9.26% | — | Jul 2006 | THCGX vs THOIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 17 | 3.87% | — | Sep 2015 | THCGX vs TBWIX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 53 | 0.88% | — | Dec 2007 | THCGX vs TSIIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 46 | 10.14% | — | May 1998 | THCGX vs TGVAX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 84 | 2.35% | — | Mar 2009 | THCGX vs TSSIX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 82 | 1.84% | — | Jul 1991 | THCGX vs THIMX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 66 | 0.94% | — | Sep 1984 | THCGX vs LTMFX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 15 | 11.03% | — | Jan 2007 | THCGX vs TINGX |
Often Compared With THCGX
Investors most often compare THCGX with FOCPX, BLUEX, TVRIX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare THCGX with Any Fund or Stock
Compare THCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair THCGX with funds that move differently
Thornburg Small/Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to THCGX.
Explore THCGX Diversifiers