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 a closer substitute for your current allocation.
Cheapest Alternatives to THPGX
THPGX charges 0.99% annually. There are 238 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 | THPGX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | THPGX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | THPGX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | THPGX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | THPGX vs VVIAX |
Best Risk-Adjusted Alternatives to THPGX
THPGX has a PortfoliosLab risk / return rank of 89. There are 35 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | THPGX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | THPGX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | THPGX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | THPGX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | THPGX vs SABTX |
Top Performing THPGX Alternatives (YTD)
THPGX is at 9.16% YTD. There are 177 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | THPGX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | THPGX vs AVLVX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | THPGX vs PKAIX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | THPGX vs CFJIX | |
| AMG Yacktman Focused Fund | 19.89% | — | May 1997 | THPGX vs YAFFX |
Lowest Volatility Alternatives to THPGX
THPGX has 12.66% 1-year volatility. There are 244 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | THPGX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | THPGX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.83% | — | Feb 1996 | THPGX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | THPGX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.50% | — | Jul 1998 | THPGX vs ACIIX |
Lowest Drawdown Alternatives to THPGX
THPGX has a 1-year max drawdown of -8.16%. There are 234 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 | THPGX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | THPGX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | THPGX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | THPGX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | THPGX vs SVAIX |
Other Mutual Funds from Thompson IM
The 2 most viewed Thompson IM mutual funds shown here include THOPX, THPMX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thompson Bond Fund | Short-Term Bond | 90 | 1.14% | — | Feb 1992 | THPGX vs THOPX | |
| Thompson MidCap Fund | Mid Cap Blend Equities | 71 | 12.08% | — | Mar 2008 | THPGX vs THPMX |
Often Compared With THPGX
Investors most often compare THPGX with VFIAX, VRVIX, DDVCX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare THPGX with Any Fund or Stock
Compare THPGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair THPGX with funds that move differently
Thompson LargeCap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to THPGX.
Explore THPGX Diversifiers