Touchstone Small Cap Fund (TSFIX) 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 TSFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TSFIX
TSFIX charges 0.94% annually. There are 79 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 | TSFIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | TSFIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | TSFIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | TSFIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | TSFIX vs VSMAX |
Best Risk-Adjusted Alternatives to TSFIX
TSFIX has a PortfoliosLab risk / return rank of 19. There are 158 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 | TSFIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | TSFIX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | TSFIX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | TSFIX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | TSFIX vs GQSCX |
Top Performing TSFIX Alternatives (YTD)
TSFIX is at 11.90% YTD. There are 158 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 | TSFIX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | TSFIX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | TSFIX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | TSFIX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | TSFIX vs FTMSX |
Lowest Volatility Alternatives to TSFIX
TSFIX has 15.79% 1-year volatility. There are 10 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 | TSFIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | TSFIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | TSFIX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | TSFIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | TSFIX vs BOSOX |
Lowest Drawdown Alternatives to TSFIX
TSFIX has a 1-year max drawdown of -9.54%. There are 64 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 | TSFIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | TSFIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | TSFIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | TSFIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | TSFIX vs SSCDX |
Other Mutual Funds from Touchstone
The 10 most viewed Touchstone mutual funds shown here include SWRLX, SENCX, TMCPX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Touchstone International Equity Fund | Foreign Large Cap Equities | 92 | 21.19% | — | Mar 1993 | TSFIX vs SWRLX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 25 | 5.30% | — | Jan 1934 | TSFIX vs SENCX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 5 | 2.36% | — | Jan 2003 | TSFIX vs TMCPX | |
| Touchstone Mid Cap Growth Fund | Mid Cap Growth Equities | 21 | 15.00% | — | Oct 1994 | TSFIX vs TEGAX | |
| Touchstone Small Company Fund | Small Cap Blend Equities | 39 | 13.39% | — | Mar 1993 | TSFIX vs SAGWX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 1.79% | — | Mar 1994 | TSFIX vs TSDOX | |
| Touchstone Balanced Fund | Diversified Portfolio | 27 | 3.54% | — | Nov 1938 | TSFIX vs SEBLX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 49 | 12.89% | — | Jul 2014 | TSFIX vs TLCIX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 39 | 13.07% | — | Dec 1997 | TSFIX vs TEQAX | |
| Touchstone Sands Capital Select Growth Fund | Large Cap Growth Equities | 5 | 4.19% | — | Aug 2000 | TSFIX vs PTSGX |
Often Compared With TSFIX
Investors most often compare TSFIX with VOO, MXIIX, TPYAX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare TSFIX with Any Fund or Stock
Compare TSFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TSFIX with funds that move differently
Touchstone Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TSFIX.
Explore TSFIX Diversifiers