1290 GAMCO Small/Mid Cap Value Fund (TNVIX) 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 TNVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TNVIX
TNVIX charges 0.95% annually. There are 82 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 | TNVIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | TNVIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | TNVIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | TNVIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | TNVIX vs VSMAX |
Best Risk-Adjusted Alternatives to TNVIX
TNVIX has a PortfoliosLab risk / return rank of 58. There are 96 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 | TNVIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | TNVIX vs WESCX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | TNVIX vs GQSCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | TNVIX vs MOPIX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | TNVIX vs RIVSX |
Top Performing TNVIX Alternatives (YTD)
TNVIX is at 17.56% YTD. There are 109 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.62% | — | Dec 2007 | TNVIX vs PVIVX | |
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | TNVIX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | TNVIX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 30.11% | — | Apr 1997 | TNVIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 29.96% | — | Apr 1997 | TNVIX vs WESCX |
Lowest Volatility Alternatives to TNVIX
TNVIX has 16.80% 1-year volatility. There are 25 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 | TNVIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.33% | 15.72B | Sep 1996 | TNVIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | TNVIX vs CSMDX | |
| DWS Small Cap Core Fund | 15.05% | — | Jul 2000 | TNVIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.14% | — | — | TNVIX vs BOSOX |
Lowest Drawdown Alternatives to TNVIX
TNVIX has a 1-year max drawdown of -10.14%. There are 87 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 | TNVIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | TNVIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | TNVIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | TNVIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | TNVIX vs SSCDX |
Other Mutual Funds from 1290 Funds
The 7 most viewed 1290 Funds mutual funds shown here include TNHIX, TNMIX, TNXIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| 1290 High Yield Bond Fund | High Yield Bonds | 68 | 1.42% | — | Nov 2014 | TNVIX vs TNHIX | |
| 1290 Multi-Alternative Strategies Fund | Multistrategy | 84 | 8.52% | — | Jul 2015 | TNVIX vs TNMIX | |
| 1290 Retirement 2060 Fund | Target Retirement Date | 29 | 7.11% | — | Feb 2017 | TNVIX vs TNXIX | |
| 1290 Loomis Sayles Multi-Asset Income Fund Class A | Diversified Portfolio | 60 | 4.70% | — | Mar 2016 | TNVIX vs TNXAX | |
| 1290 Diversified Bond Fund | Intermediate Core-Plus Bond | 47 | 3.25% | — | Jul 2015 | TNVIX vs TNUIX | |
| 1290 SmartBeta Equity Fund | Global Equities | 32 | 4.80% | — | Nov 2014 | TNVIX vs TNBIX | |
| 1290 DoubleLine Dynamic Allocation Fund | Diversified Portfolio | 63 | 4.92% | — | Mar 2016 | TNVIX vs TNVDX |
Often Compared With TNVIX
Investors most often compare TNVIX with FEQIX, LVHI, SOXQ. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare TNVIX with Any Fund or Stock
Compare TNVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TNVIX with funds that move differently
1290 GAMCO Small/Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TNVIX.
Explore TNVIX Diversifiers