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 Plus S... | 0.03% | — | Dec 2010 | TISBX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | TISBX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | TISBX vs SWSSX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.05% | 11.50B | Mar 1999 | TISBX vs VTMSX |
Best Risk-Adjusted Alternatives to TISBX
TISBX has a PortfoliosLab risk / return rank of 76. There are 70 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | TISBX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 95 | — | Apr 1997 | TISBX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | TISBX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | TISBX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | TISBX vs RIVSX |
Top Performing TISBX Alternatives (YTD)
TISBX is at 18.89% YTD. There are 86 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | TISBX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | TISBX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | TISBX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 29.05% | — | Apr 1997 | TISBX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | TISBX vs WESCX |
Lowest Volatility Alternatives to TISBX
TISBX has 19.42% 1-year volatility. There are 132 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | TISBX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | TISBX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | TISBX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | TISBX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | TISBX vs FTHNX |
Lowest Drawdown Alternatives to TISBX
TISBX has a 1-year max drawdown of -10.95%. There are 109 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% | 3.10B | Apr 2006 | TISBX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | TISBX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | TISBX vs BIAUX |
Other Mutual Funds from TIAA
The 10 most viewed TIAA 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 | 59 | 10.11% | — | Oct 2002 | TISBX vs TISPX | |
| TIAA-CREF International Equity Index Fund Institut... | Foreign Large Cap Equities | 62 | 11.81% | — | Oct 2002 | TISBX vs TCIEX | |
| TIAA-CREF Social Choice Equity Fund | Large Cap Blend Equities | 48 | 12.27% | — | Jul 1999 | TISBX vs TISCX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 95 | 20.62% | — | Oct 2002 | TISBX vs TILVX | |
| TIAA-CREF Lifecycle Index 2050 Fund | Target Retirement Date | 67 | 10.42% | — | Sep 2009 | TISBX vs TLLIX | |
| TIAA-CREF Large-Cap Growth Fund Institutional Clas... | Large Cap Growth Equities | 9 | 1.24% | — | Mar 2006 | TISBX vs TILGX | |
| TIAA-CREF Growth & Income Fund | Large Cap Blend Equities | 25 | 5.72% | — | Jul 1999 | TISBX vs TIGRX | |
| TIAA-CREF Lifecycle Index 2060 Fund | Target Retirement Date | 67 | 10.75% | — | Sep 2014 | TISBX vs TVIIX | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 46 | 15.22% | — | Oct 2002 | TISBX vs TIREX | |
| TIAA-CREF Bond Index Fund | Intermediate Core Bond | 13 | -0.92% | — | 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