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 51 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 Plus S... | 0.03% | — | Dec 2010 | TSCSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | TSCSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | TSCSX vs SWSSX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.05% | 11.50B | Mar 1999 | TSCSX vs VTMSX |
Best Risk-Adjusted Alternatives to TSCSX
TSCSX has a PortfoliosLab risk / return rank of 42. There are 145 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | TSCSX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | TSCSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | TSCSX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | TSCSX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | TSCSX vs AUERX |
Top Performing TSCSX Alternatives (YTD)
TSCSX is at 15.40% YTD. There are 136 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | TSCSX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | TSCSX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | TSCSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | TSCSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | TSCSX vs WESCX |
Lowest Volatility Alternatives to TSCSX
TSCSX has 17.42% 1-year volatility. There are 57 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | TSCSX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | TSCSX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | TSCSX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | TSCSX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | TSCSX vs FTHNX |
Lowest Drawdown Alternatives to TSCSX
TSCSX has a 1-year max drawdown of -11.53%. There are 137 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% | 3.10B | Apr 2006 | TSCSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | TSCSX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | TSCSX vs BIAUX |
Other Mutual Funds from Thrivent
The 10 most viewed Thrivent mutual funds shown here include AAAGX, AAINX, AASCX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 12 | 0.39% | — | Oct 1999 | TSCSX vs AAAGX | |
| Thrivent Opportunity Income Plus Fund | Multisector Bonds | 70 | 0.90% | — | Jul 1987 | TSCSX vs AAINX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 62 | 17.80% | — | Jun 1993 | TSCSX vs AASCX | |
| Thrivent Mid Cap Stock Fund Class S | Mid Cap Blend Equities | 63 | 17.94% | — | Jun 1993 | TSCSX vs TMSIX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 65 | 4.65% | — | Dec 1997 | TSCSX vs AABFX | |
| Thrivent Diversified Income Plus Fund | Diversified Portfolio | 74 | 3.01% | — | Jan 1997 | TSCSX vs AAHYX | |
| Thrivent Global Stock Fund | Global Equities | 62 | 10.02% | — | Jul 1987 | TSCSX vs AALGX | |
| Thrivent Moderately Aggressive Allocation Fund Cla... | Diversified Portfolio | 59 | 8.04% | — | Jun 2005 | TSCSX vs TMAAX | |
| Thrivent Aggressive Allocation Fund | Diversified Portfolio | 57 | 9.64% | — | Jun 2005 | TSCSX vs TAAAX | |
| Thrivent Large Cap Value Fund | Large Cap Value Equities | 89 | 14.31% | — | Oct 1999 | TSCSX vs AAUTX |
Often Compared With TSCSX
Investors most often compare TSCSX with VBR, IQLT, IJR. These 20 comparison targets span 15 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