Timothy Plan Large/Mid Cap Value Fund (TLVAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TLVAX
TLVAX charges 1.58% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among TLVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | TLVAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | TLVAX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | TLVAX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | TLVAX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | TLVAX vs SWMCX |
Best Risk-Adjusted Alternatives to TLVAX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | TLVAX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | TLVAX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | TLVAX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | TLVAX vs TARKX | |
| Vanguard Strategic Equity Fund | 72 | Aug 14, 1995 | TLVAX vs VSEQX |
Top Performing TLVAX Alternatives (YTD)
TLVAX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | TLVAX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | TLVAX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | TLVAX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | TLVAX vs GWSAX | |
| Fidelity Mid-Cap Stock Fund | 4.65% | Mar 29, 1994 | TLVAX vs FMCSX |
Lowest Volatility Alternatives to TLVAX
TLVAX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | TLVAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | TLVAX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | TLVAX vs RSINX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | TLVAX vs GABVX | |
| Gabelli Focused Growth and Income Fund | 16.10% | Dec 31, 2002 | TLVAX vs GWSAX |
Lowest Drawdown Alternatives to TLVAX
TLVAX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | TLVAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | TLVAX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | TLVAX vs JNVSX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | TLVAX vs KMVAX | |
| Government Street Mid Cap Fund | -11.61% | Nov 17, 2003 | TLVAX vs GVMCX |
Other Mutual Funds from Timothy Plan
Most popular Timothy Plan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 90 | 6.37% | Oct 5, 2000 | TLVAX vs TAAGX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | TLVAX vs TPDAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 42 | -3.15% | Oct 5, 2000 | TLVAX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 16 | 1.49% | Mar 24, 1994 | TLVAX vs TPLNX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 39 | 3.47% | Sep 30, 2013 | TLVAX vs TIGIX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 50 | -0.09% | Oct 4, 2000 | TLVAX vs TCGAX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 56 | -3.03% | May 3, 2007 | TLVAX vs TPIAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 40 | -0.36% | Jul 14, 1999 | TLVAX vs TFIAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 49 | 0.19% | Oct 4, 2000 | TLVAX vs TSGAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 82 | -1.27% | May 7, 2007 | TLVAX vs TPHAX |
Often Compared With TLVAX
What investors most often compare with TLVAX, 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.