Thompson LargeCap Fund (THPGX) Alternatives
Thompson LargeCap Fund (THPGX) 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 THPGX. 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 THPGX
THPGX charges 0.99% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among THPGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | THPGX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | THPGX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | THPGX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | THPGX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | THPGX vs VVIAX |
Best Risk-Adjusted Alternatives to THPGX
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 | THPGX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | THPGX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | THPGX vs TOWFX | |
| Dodge & Cox International Stock Fund | 86 | — | THPGX vs DODFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | THPGX vs NEIMX |
Top Performing THPGX Alternatives (YTD)
THPGX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | THPGX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | THPGX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | THPGX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | THPGX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | THPGX vs SVAIX |
Lowest Volatility Alternatives to THPGX
THPGX 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 | 4.68% | Feb 1, 2021 | THPGX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | THPGX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | THPGX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | THPGX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | THPGX vs ACIIX |
Lowest Drawdown Alternatives to THPGX
THPGX 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 | THPGX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | THPGX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | THPGX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | THPGX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | THPGX vs PSECX |
Other Mutual Funds from Thompson IM
Most popular Thompson IM mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Thompson Bond Fund | Short-Term Bond | 96 | 0.28% | Feb 10, 1992 | THPGX vs THOPX | |
| Thompson MidCap Fund | Mid Cap Blend Equities | 49 | -3.60% | Mar 31, 2008 | THPGX vs THPMX |
Often Compared With THPGX
What investors most often compare with THPGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 59 | -4.35% | Nov 13, 2000 | THPGX vs VFIAX | |
| Al Frank Fund | Large Cap Value Equities | 85 | 1.54% | May 1, 2006 | THPGX vs VALAX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 75 | 8.31% | Nov 1, 1996 | THPGX vs HFCVX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 52 | 2.07% | Oct 1, 2002 | THPGX vs TILVX |
Compare THPGX with Any Fund or Stock
Compare THPGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.