TIAA-CREF Mid-Cap Value Fund (TIMVX) 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 TIMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TIMVX
TIMVX charges 0.45% annually. There are 8 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 | TIMVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | TIMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | TIMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | TIMVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | TIMVX vs VMVIX |
Best Risk-Adjusted Alternatives to TIMVX
TIMVX has a PortfoliosLab risk / return rank of 66. There are 18 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 87 | — | Nov 2001 | TIMVX vs SMVTX | |
| Harbor Mid Cap Value Fund | 84 | — | Mar 2002 | TIMVX vs HAMVX | |
| Ariel Focus Fund | 82 | — | Jun 2005 | TIMVX vs ARFFX | |
| Invesco Value Opportunities Fund Class Y | 81 | — | Mar 2005 | TIMVX vs VVOIX | |
| Invesco V.I. American Value Fund | 80 | — | Jan 1997 | TIMVX vs UMCVX |
Top Performing TIMVX Alternatives (YTD)
TIMVX is at 15.11% YTD. There are 30 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 20.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 20.64% | — | Dec 1983 | TIMVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 20.62% | — | Jul 1995 | TIMVX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 20.50% | — | Sep 1996 | TIMVX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 20.37% | — | Aug 1986 | TIMVX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 20.11% | — | Aug 2001 | TIMVX vs FVCSX |
Lowest Volatility Alternatives to TIMVX
TIMVX has 13.35% 1-year volatility. There are 36 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund | 11.41% | — | Aug 2006 | TIMVX vs VMVIX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | TIMVX vs VMVAX | |
| Nuance Mid Cap Value Fund | 11.54% | — | Dec 2013 | TIMVX vs NMAVX | |
| Principal MidCap Value Fund I | 11.73% | — | Dec 2003 | TIMVX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.87% | 5.65B | Mar 2004 | TIMVX vs ACMVX |
Lowest Drawdown Alternatives to TIMVX
TIMVX has a 1-year max drawdown of -7.19%. There are 10 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 | TIMVX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | TIMVX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | TIMVX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | TIMVX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.70B | Sep 2011 | TIMVX vs VMVAX |
Other Mutual Funds from TIAA Investments
The 10 most viewed TIAA Investments mutual funds shown here include TIEIX, TILIX, TISPX and span 7 categories.
Often Compared With TIMVX
Investors most often compare TIMVX with VEMPX, VIMAX, DFSVX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TIMVX with Any Fund or Stock
Compare TIMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TIMVX with funds that move differently
TIAA-CREF Mid-Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TIMVX.
Explore TIMVX Diversifiers