Thrivent Small Cap Stock Fund Class S (TSCSX) 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 TSCSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TSCSX
TSCSX charges 0.80% annually. There are 50 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 | TSCSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | TSCSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | TSCSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | TSCSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | TSCSX vs VSMAX |
Best Risk-Adjusted Alternatives to TSCSX
TSCSX has a PortfoliosLab risk / return rank of 34. There are 139 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 | TSCSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | TSCSX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | TSCSX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | TSCSX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | TSCSX vs GQSCX |
Top Performing TSCSX Alternatives (YTD)
TSCSX is at 17.26% YTD. There are 120 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 | TSCSX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | TSCSX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | TSCSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | TSCSX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | TSCSX vs FTMSX |
Lowest Volatility Alternatives to TSCSX
TSCSX has 17.49% 1-year volatility. There are 51 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 | TSCSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | TSCSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | TSCSX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | TSCSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | TSCSX vs BOSOX |
Lowest Drawdown Alternatives to TSCSX
TSCSX has a 1-year max drawdown of -11.53%. There are 136 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 | TSCSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | TSCSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | TSCSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | TSCSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | TSCSX vs SSCDX |
Other Mutual Funds from Thrivent
The 10 most viewed Thrivent mutual funds shown here include AAAGX, TMSIX, AASCX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 16 | 5.17% | — | Oct 1999 | TSCSX vs AAAGX | |
| Thrivent Mid Cap Stock Fund Class S | Mid Cap Blend Equities | 40 | 18.27% | — | Jun 1993 | TSCSX vs TMSIX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 40 | 18.13% | — | Jun 1993 | TSCSX vs AASCX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 65 | 5.57% | — | Dec 1997 | TSCSX vs AABFX | |
| Thrivent Diversified Income Plus Fund | Diversified Portfolio | 76 | 3.70% | — | Jan 1997 | TSCSX vs AAHYX | |
| Thrivent Global Stock Fund | Global Equities | 56 | 11.35% | — | Jul 1987 | TSCSX vs AALGX | |
| Thrivent Moderately Aggressive Allocation Fund Cla... | Diversified Portfolio | 56 | 9.25% | — | Jun 2005 | TSCSX vs TMAAX | |
| Thrivent Aggressive Allocation Fund | Diversified Portfolio | 54 | 11.05% | — | Jun 2005 | TSCSX vs TAAAX | |
| Thrivent Large Cap Value Fund | Large Cap Value Equities | 86 | 13.79% | — | Oct 1999 | TSCSX vs AAUTX | |
| Thrivent Moderate Allocation Fund | Diversified Portfolio | 59 | 6.98% | — | Jun 2005 | TSCSX vs THMAX |
Often Compared With TSCSX
Investors most often compare TSCSX with VBR, IQLT, IJR. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare TSCSX with Any Fund or Stock
Compare TSCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TSCSX with funds that move differently
Thrivent Small Cap Stock Fund Class S alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TSCSX.
Explore TSCSX Diversifiers