TIAA-CREF Quant Small-Cap Equity Fund (TISEX) 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 TISEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TISEX
TISEX charges 0.41% annually. There are 23 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 | TISEX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | TISEX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | TISEX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | TISEX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | TISEX vs VSMAX |
Best Risk-Adjusted Alternatives to TISEX
TISEX has a PortfoliosLab risk / return rank of 82. There are 12 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 | TISEX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | TISEX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | TISEX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | TISEX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | TISEX vs GQSCX |
Top Performing TISEX Alternatives (YTD)
TISEX is at 22.57% YTD. There are 32 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 | TISEX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | TISEX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | TISEX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | TISEX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | TISEX vs FTMSX |
Lowest Volatility Alternatives to TISEX
TISEX has 19.54% 1-year volatility. There are 138 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 | TISEX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | TISEX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | TISEX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | TISEX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | TISEX vs BOSOX |
Lowest Drawdown Alternatives to TISEX
TISEX has a 1-year max drawdown of -9.20%. There are 38 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 | TISEX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | TISEX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | TISEX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | TISEX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | TISEX 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.
Often Compared With TISEX
Investors most often compare TISEX with DAX, VBR, AVUV. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TISEX with Any Fund or Stock
Compare TISEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TISEX with funds that move differently
TIAA-CREF Quant Small-Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TISEX.
Explore TISEX Diversifiers