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 | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | TRLIX vs TILVX |
Best Risk-Adjusted Alternatives to TRLIX
TRLIX has a PortfoliosLab risk / return rank of 84. There are 90 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 | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | TRLIX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | TRLIX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | TRLIX vs AVLVX |
Top Performing TRLIX Alternatives (YTD)
TRLIX is at 15.60% YTD. There are 79 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | TRLIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | TRLIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | TRLIX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | TRLIX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | TRLIX vs YAFFX |
Lowest Volatility Alternatives to TRLIX
TRLIX has 11.36% 1-year volatility. There are 166 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | TRLIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | TRLIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | TRLIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | TRLIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | TRLIX vs TMMAX |
Lowest Drawdown Alternatives to TRLIX
TRLIX has a 1-year max drawdown of -7.35%. There are 167 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 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 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 | 65 | 11.33% | — | Oct 2002 | TRLIX vs TISPX | |
| TIAA-CREF International Equity Index Fund Institut... | Large Cap Blend Equities, Foreign Large Cap Equities | 35 | 10.45% | — | Oct 2002 | TRLIX vs TCIEX | |
| TIAA-CREF Social Choice Equity Fund | Large Cap Blend Equities | 53 | 14.02% | — | Jul 1999 | TRLIX vs TISCX | |
| TIAA-CREF Lifecycle Index 2050 Fund | Target Retirement Date | 66 | 11.42% | — | Sep 2009 | TRLIX vs TLLIX | |
| TIAA-CREF Large-Cap Growth Fund Institutional Clas... | Large Cap Growth Equities | 17 | 5.36% | — | Mar 2006 | TRLIX vs TILGX | |
| TIAA-CREF Growth & Income Fund | Large Cap Blend Equities | 33 | 6.92% | — | Jul 1999 | TRLIX vs TIGRX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 65 | 20.74% | — | Oct 2002 | TRLIX vs TISBX | |
| TIAA-CREF Lifecycle Index 2060 Fund | Target Retirement Date | 65 | 11.78% | — | Sep 2014 | TRLIX vs TVIIX | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 30 | 13.68% | — | Oct 2002 | TRLIX vs TIREX | |
| TIAA-CREF Bond Index Fund | Intermediate Core Bond | 18 | 0.02% | — | Sep 2009 | TRLIX vs TBIIX |
Often Compared With TRLIX
Investors most often compare TRLIX with TRPWX, FSKAX, VOO. These 20 comparison targets span 13 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