TIAA-CREF Small-Cap Blend Index Fund (TISBX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TISBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TISBX
TISBX charges 0.05% annually. There are 4 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | TISBX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | TISBX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | TISBX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | TISBX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | TISBX vs VSMAX |
Best Risk-Adjusted Alternatives to TISBX
TISBX has a PortfoliosLab risk / return rank of 65. There are 65 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | TISBX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | TISBX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | TISBX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | TISBX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | TISBX vs GQSCX |
Top Performing TISBX Alternatives (YTD)
TISBX is at 20.74% YTD. There are 66 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | TISBX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | TISBX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | TISBX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | TISBX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | TISBX vs FTMSX |
Lowest Volatility Alternatives to TISBX
TISBX has 19.53% 1-year volatility. There are 134 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | TISBX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | TISBX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | TISBX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | TISBX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | TISBX vs BOSOX |
Lowest Drawdown Alternatives to TISBX
TISBX has a 1-year max drawdown of -10.95%. There are 107 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | TISBX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | TISBX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | TISBX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | TISBX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | TISBX vs SSCDX |
Other Mutual Funds from TIAA Investments
The 10 most viewed TIAA Investments mutual funds shown here include TISPX, TCIEX, TISCX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TIAA-CREF S&P 500 Index Fund | Large Cap Blend Equities | 65 | 11.33% | — | Oct 2002 | TISBX vs TISPX | |
| TIAA-CREF International Equity Index Fund Institut... | Large Cap Blend Equities, Foreign Large Cap Equities | 35 | 10.45% | — | Oct 2002 | TISBX vs TCIEX | |
| TIAA-CREF Social Choice Equity Fund | Large Cap Blend Equities | 53 | 14.02% | — | Jul 1999 | TISBX vs TISCX | |
| TIAA-CREF Lifecycle Index 2050 Fund | Target Retirement Date | 66 | 11.42% | — | Sep 2009 | TISBX vs TLLIX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 89 | 18.30% | — | Oct 2002 | TISBX vs TILVX | |
| TIAA-CREF Large-Cap Growth Fund Institutional Clas... | Large Cap Growth Equities | 17 | 5.36% | — | Mar 2006 | TISBX vs TILGX | |
| TIAA-CREF Growth & Income Fund | Large Cap Blend Equities | 33 | 6.92% | — | Jul 1999 | TISBX vs TIGRX | |
| TIAA-CREF Lifecycle Index 2060 Fund | Target Retirement Date | 65 | 11.78% | — | Sep 2014 | TISBX vs TVIIX | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 30 | 13.68% | — | Oct 2002 | TISBX vs TIREX | |
| TIAA-CREF Bond Index Fund | Intermediate Core Bond | 18 | 0.02% | — | Sep 2009 | TISBX vs TBIIX |
Often Compared With TISBX
Investors most often compare TISBX with VEXRX, TISEX, VMCIX. These 19 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare TISBX with Any Fund or Stock
Compare TISBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TISBX with funds that move differently
TIAA-CREF Small-Cap Blend Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TISBX.
Explore TISBX Diversifiers