TIAA-CREF Large Cap Value Fund (TRLIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TRLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRLIX
TRLIX charges 0.41% annually. There are 34 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | TRLIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | TRLIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TRLIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | TRLIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | TRLIX vs VVIAX |
Best Risk-Adjusted Alternatives to TRLIX
TRLIX has a PortfoliosLab risk / return rank of 71. There are 113 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | TRLIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | TRLIX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | TRLIX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | TRLIX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | TRLIX vs SABTX |
Top Performing TRLIX Alternatives (YTD)
TRLIX is at 10.74% YTD. There are 121 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | TRLIX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | TRLIX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | TRLIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | TRLIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | TRLIX vs PXTIX |
Lowest Volatility Alternatives to TRLIX
TRLIX has 10.83% 1-year volatility. There are 153 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | TRLIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | TRLIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | TRLIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | TRLIX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | TRLIX vs FLCCX |
Lowest Drawdown Alternatives to TRLIX
TRLIX has a 1-year max drawdown of -7.35%. There are 170 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | TRLIX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | TRLIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TRLIX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | TRLIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TRLIX vs SVAIX |
Other Mutual Funds from TIAA Investments
The 10 most viewed TIAA Investments mutual funds shown here include TIEIX, TILIX, TISPX and span 7 categories.
Often Compared With TRLIX
Investors most often compare TRLIX with TRPWX, FSKAX, VOO. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare TRLIX with Any Fund or Stock
Compare TRLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRLIX with funds that move differently
TIAA-CREF Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRLIX.
Explore TRLIX Diversifiers