Thrivent Mid Cap Stock Fund Class S (TMSIX) 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 TMSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TMSIX
TMSIX charges 0.74% annually. There are 40 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 | TMSIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | TMSIX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | TMSIX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | TMSIX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | TMSIX vs VEMPX |
Best Risk-Adjusted Alternatives to TMSIX
TMSIX has a PortfoliosLab risk / return rank of 40. There are 65 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | TMSIX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | TMSIX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | TMSIX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | TMSIX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | TMSIX vs FZAMX |
Top Performing TMSIX Alternatives (YTD)
TMSIX is at 18.27% YTD. There are 32 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | TMSIX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | TMSIX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | TMSIX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | TMSIX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | TMSIX vs FZAMX |
Lowest Volatility Alternatives to TMSIX
TMSIX has 14.79% 1-year volatility. There are 41 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | TMSIX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | TMSIX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | TMSIX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | TMSIX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | TMSIX vs RSINX |
Lowest Drawdown Alternatives to TMSIX
TMSIX has a 1-year max drawdown of -8.97%. There are 50 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 | TMSIX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | TMSIX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | TMSIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | TMSIX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | TMSIX vs DNLDX |
Other Mutual Funds from Thrivent
The 10 most viewed Thrivent mutual funds shown here include AAAGX, TSCSX, AASCX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 16 | 5.17% | — | Oct 1999 | TMSIX vs AAAGX | |
| Thrivent Small Cap Stock Fund Class S | Small Cap Blend Equities | 34 | 17.26% | — | Jul 1996 | TMSIX vs TSCSX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 40 | 18.13% | — | Jun 1993 | TMSIX vs AASCX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 65 | 5.57% | — | Dec 1997 | TMSIX vs AABFX | |
| Thrivent Diversified Income Plus Fund | Diversified Portfolio | 76 | 3.70% | — | Jan 1997 | TMSIX vs AAHYX | |
| Thrivent Global Stock Fund | Global Equities | 56 | 11.35% | — | Jul 1987 | TMSIX vs AALGX | |
| Thrivent Aggressive Allocation Fund | Diversified Portfolio | 54 | 11.05% | — | Jun 2005 | TMSIX vs TAAAX | |
| Thrivent Moderately Aggressive Allocation Fund Cla... | Diversified Portfolio | 56 | 9.25% | — | Jun 2005 | TMSIX vs TMAAX | |
| Thrivent Large Cap Value Fund | Large Cap Value Equities | 86 | 13.79% | — | Oct 1999 | TMSIX vs AAUTX | |
| Thrivent Moderate Allocation Fund | Diversified Portfolio | 59 | 6.98% | — | Jun 2005 | TMSIX vs THMAX |
Often Compared With TMSIX
Investors most often compare TMSIX with POAGX, VOO, VOE. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare TMSIX with Any Fund or Stock
Compare TMSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TMSIX with funds that move differently
Thrivent Mid Cap Stock Fund Class S alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TMSIX.
Explore TMSIX Diversifiers