Timothy Plan Large/Mid Cap Growth Fund (TLGAX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TLGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TLGAX
TLGAX charges 1.61% annually. There are 399 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | TLGAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | TLGAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | TLGAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | TLGAX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | TLGAX vs VRGWX |
Best Risk-Adjusted Alternatives to TLGAX
TLGAX has a PortfoliosLab risk / return rank of 49. There are 64 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | TLGAX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | TLGAX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | TLGAX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | TLGAX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | TLGAX vs FCGSX |
Top Performing TLGAX Alternatives (YTD)
TLGAX is at 19.15% YTD. There are 23 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | TLGAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | TLGAX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | TLGAX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | TLGAX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | TLGAX vs CHASX |
Lowest Volatility Alternatives to TLGAX
TLGAX has 18.48% 1-year volatility. There are 318 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | TLGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | TLGAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | TLGAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | TLGAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | TLGAX vs GQEPX |
Lowest Drawdown Alternatives to TLGAX
TLGAX has a 1-year max drawdown of -8.08%. There are 5 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | TLGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | TLGAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | TLGAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | TLGAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | TLGAX vs DNVYX |
Other Mutual Funds from Timothy Plan
The 10 most viewed Timothy Plan mutual funds shown here include TAAGX, TLVAX, TPDAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 82 | 31.98% | — | Oct 2000 | TLGAX vs TAAGX | |
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 13 | 9.17% | — | Jul 1999 | TLGAX vs TLVAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 52 | 7.01% | — | Nov 2009 | TLGAX vs TPDAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 15 | 14.46% | — | Mar 1994 | TLGAX vs TPLNX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 43 | 12.05% | — | May 2007 | TLGAX vs TPIAX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 33 | 5.61% | — | Oct 2000 | TLGAX vs TCGAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 33 | 7.80% | — | Oct 2000 | TLGAX vs TSGAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 16 | -0.20% | — | Jul 1999 | TLGAX vs TFIAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 72 | 2.14% | — | May 2007 | TLGAX vs TPHAX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 29 | 6.00% | — | Sep 2013 | TLGAX vs TIGIX |
Often Compared With TLGAX
Investors most often compare TLGAX with BIBL, TLLIX, ETIDX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TLGAX with Any Fund or Stock
Compare TLGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TLGAX with funds that move differently
Timothy Plan Large/Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TLGAX.
Explore TLGAX Diversifiers