Timothy Plan Small Cap Value Fund (TPLNX) 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 TPLNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TPLNX
TPLNX charges 1.52% annually. There are 162 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 | TPLNX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | TPLNX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | TPLNX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | TPLNX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | TPLNX vs VSMAX |
Best Risk-Adjusted Alternatives to TPLNX
TPLNX has a PortfoliosLab risk / return rank of 15. There are 161 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 | TPLNX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | TPLNX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | TPLNX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | TPLNX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | TPLNX vs GQSCX |
Top Performing TPLNX Alternatives (YTD)
TPLNX is at 14.46% YTD. There are 149 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | TPLNX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | TPLNX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | TPLNX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | TPLNX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | TPLNX vs FTMSX |
Lowest Volatility Alternatives to TPLNX
TPLNX has 17.09% 1-year volatility. There are 34 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 | TPLNX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | TPLNX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | TPLNX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | TPLNX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | TPLNX vs BOSOX |
Lowest Drawdown Alternatives to TPLNX
TPLNX has a 1-year max drawdown of -10.04%. There are 77 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 | TPLNX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | TPLNX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | TPLNX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | TPLNX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | TPLNX vs SSCDX |
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 | TPLNX vs TAAGX | |
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 13 | 9.17% | — | Jul 1999 | TPLNX vs TLVAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 52 | 7.01% | — | Nov 2009 | TPLNX vs TPDAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 49 | 19.15% | — | Oct 2000 | TPLNX vs TLGAX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 43 | 12.05% | — | May 2007 | TPLNX vs TPIAX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 33 | 5.61% | — | Oct 2000 | TPLNX vs TCGAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 33 | 7.80% | — | Oct 2000 | TPLNX vs TSGAX | |
| Timothy Plan Fixed Income Fund | Intermediate Core Bond | 16 | -0.20% | — | Jul 1999 | TPLNX vs TFIAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 72 | 2.14% | — | May 2007 | TPLNX vs TPHAX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 29 | 6.00% | — | Sep 2013 | TPLNX vs TIGIX |
Often Compared With TPLNX
Investors most often compare TPLNX with BIBL, VTI, HASCX. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TPLNX with Any Fund or Stock
Compare TPLNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TPLNX with funds that move differently
Timothy Plan Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TPLNX.
Explore TPLNX Diversifiers