Timothy Plan Large/Mid Cap Value Fund (TLVAX) belongs to the Mid 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 TLVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TLVAX
TLVAX charges 1.58% annually. There are 118 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | TLVAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | TLVAX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | TLVAX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | TLVAX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | TLVAX vs VMCIX |
Best Risk-Adjusted Alternatives to TLVAX
TLVAX has a PortfoliosLab risk / return rank of 14. There are 108 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | TLVAX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | TLVAX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | TLVAX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | TLVAX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | TLVAX vs FZAMX |
Top Performing TLVAX Alternatives (YTD)
TLVAX is at 8.25% YTD. There are 107 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | TLVAX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | TLVAX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | TLVAX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | TLVAX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | TLVAX vs FZAMX |
Lowest Volatility Alternatives to TLVAX
TLVAX has 11.83% 1-year volatility. There is 1 mutual fund in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | TLVAX vs GWSAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | TLVAX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | TLVAX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | TLVAX vs RSINX | |
| Gotham Enhanced Return Fund | 12.49% | — | May 2013 | TLVAX vs GENIX |
Lowest Drawdown Alternatives to TLVAX
TLVAX has a 1-year max drawdown of -7.46%. There are 6 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | TLVAX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | TLVAX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | TLVAX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | TLVAX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | TLVAX vs DNLDX |
Other Mutual Funds from Timothy Plan
The 10 most viewed Timothy Plan mutual funds shown here include TAAGX, TPDAX, TLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 92 | 42.04% | — | Oct 2000 | TLVAX vs TAAGX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 43 | 7.60% | — | Nov 2009 | TLVAX vs TPDAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 57 | 20.96% | — | Oct 2000 | TLVAX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 23 | 14.29% | — | Mar 1994 | TLVAX vs TPLNX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 49 | 14.20% | — | May 2007 | TLVAX vs TPIAX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 35 | 5.16% | — | Oct 2000 | TLVAX vs TCGAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 38 | 7.89% | — | Oct 2000 | TLVAX vs TSGAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 18 | 0.19% | — | Jul 1999 | TLVAX vs TFIAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 67 | 1.87% | — | May 2007 | TLVAX vs TPHAX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 27 | 4.65% | — | Sep 2013 | TLVAX vs TIGIX |
Often Compared With TLVAX
Investors most often compare TLVAX with ETIMX, BIBL, VTI. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare TLVAX with Any Fund or Stock
Compare TLVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TLVAX with funds that move differently
Timothy Plan Large/Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TLVAX.
Explore TLVAX Diversifiers