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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | TRLIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TRLIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TRLIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | TRLIX vs VVIAX |
Best Risk-Adjusted Alternatives to TRLIX
TRLIX has a PortfoliosLab risk / return rank of 91. There are 81 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | TRLIX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | TRLIX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | TRLIX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | TRLIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | TRLIX vs MALVX |
Top Performing TRLIX Alternatives (YTD)
TRLIX is at 17.41% YTD. There are 71 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | TRLIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | TRLIX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | TRLIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | TRLIX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | TRLIX vs YAFFX |
Lowest Volatility Alternatives to TRLIX
TRLIX has 11.49% 1-year volatility. There are 171 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | TRLIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | TRLIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | TRLIX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | TRLIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | TRLIX vs ACIIX |
Lowest Drawdown Alternatives to TRLIX
TRLIX has a 1-year max drawdown of -7.35%. There are 164 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | TRLIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TRLIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TRLIX vs BUFBX | |
| Torray Equity Income 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
The 10 most viewed TIAA mutual funds shown here include TISPX, TCIEX, TISCX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TIAA-CREF S&P 500 Index Fund | Large Cap Blend Equities | 62 | 9.34% | — | Oct 2002 | TRLIX vs TISPX | |
| TIAA-CREF International Equity Index Fund Institut... | Foreign Large Cap Equities | 69 | 12.68% | — | Oct 2002 | TRLIX vs TCIEX | |
| TIAA-CREF Social Choice Equity Fund | Large Cap Blend Equities | 47 | 11.18% | — | Jul 1999 | TRLIX vs TISCX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 94 | 20.09% | — | Oct 2002 | TRLIX vs TILVX | |
| TIAA-CREF Lifecycle Index 2050 Fund | Target Retirement Date | 70 | 9.98% | — | Sep 2009 | TRLIX vs TLLIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 79 | 19.47% | — | Oct 2002 | TRLIX vs TISBX | |
| TIAA-CREF Large-Cap Growth Fund Institutional Clas... | Large Cap Growth Equities | 10 | 0.31% | — | Mar 2006 | TRLIX vs TILGX | |
| TIAA-CREF Growth & Income Fund | Large Cap Blend Equities | 26 | 4.86% | — | Jul 1999 | TRLIX vs TIGRX | |
| TIAA-CREF Lifecycle Index 2060 Fund | Target Retirement Date | 69 | 10.32% | — | Sep 2014 | TRLIX vs TVIIX | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 50 | 15.90% | — | Oct 2002 | TRLIX vs TIREX |
Often Compared With TRLIX
Investors most often compare TRLIX with TRPWX, FSKAX, VOO. These 20 comparison targets span 15 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