TIAA-CREF Large-Cap Value Index Fund (TILVX) 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 TILVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TILVX
TILVX charges 0.05% annually. There are 4 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 | TILVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | TILVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TILVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | TILVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | TILVX vs VVIAX |
Best Risk-Adjusted Alternatives to TILVX
TILVX has a PortfoliosLab risk / return rank of 83. There are 52 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | TILVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | TILVX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | TILVX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | TILVX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | TILVX vs SABTX |
Top Performing TILVX Alternatives (YTD)
TILVX is at 14.30% YTD. There are 45 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | TILVX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | TILVX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | TILVX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | TILVX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | TILVX vs PXTIX |
Lowest Volatility Alternatives to TILVX
TILVX has 10.84% 1-year volatility. There are 155 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | TILVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | TILVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | TILVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | TILVX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | TILVX vs FLCCX |
Lowest Drawdown Alternatives to TILVX
TILVX has a 1-year max drawdown of -6.80%. There are 100 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | TILVX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | TILVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TILVX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | TILVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TILVX vs SVAIX |
Other Mutual Funds from TIAA Investments
The 10 most viewed TIAA Investments mutual funds shown here include TIEIX, TILIX, TISPX and span 6 categories.
Often Compared With TILVX
Investors most often compare TILVX with VTSAX, TIMVX, FNDX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare TILVX with Any Fund or Stock
Compare TILVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TILVX with funds that move differently
TIAA-CREF Large-Cap Value Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TILVX.
Explore TILVX Diversifiers