TIAA-CREF Quant Small/Mid-Cap Equity Fund (TSMWX) Alternatives
TIAA-CREF Quant Small/Mid-Cap Equity Fund (TSMWX) 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 TSMWX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to TSMWX
TSMWX charges 0.47% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among TSMWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | TSMWX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | TSMWX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | TSMWX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | TSMWX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | TSMWX vs VSMAX |
Best Risk-Adjusted Alternatives to TSMWX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | TSMWX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | TSMWX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | TSMWX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | TSMWX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | TSMWX vs PRSVX |
Top Performing TSMWX Alternatives (YTD)
TSMWX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | TSMWX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | TSMWX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | TSMWX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | TSMWX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | TSMWX vs RIVSX |
Lowest Volatility Alternatives to TSMWX
TSMWX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | TSMWX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | TSMWX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | TSMWX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | TSMWX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | TSMWX vs CSMDX |
Lowest Drawdown Alternatives to TSMWX
TSMWX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | TSMWX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | TSMWX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | TSMWX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | TSMWX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | TSMWX vs BOSOX |
Other Mutual Funds from TIAA Investments
Most popular TIAA Investments mutual funds on PortfoliosLab, across asset classes.
Often Compared With TSMWX
What investors most often compare with TSMWX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DFA International Vector Equity Portfolio | Foreign Small & Mid Cap Equities | 88 | 0.91% | Aug 13, 2008 | TSMWX vs DFVQX | |
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | TSMWX vs AVUV | |
| iShares Core S&P Small-Cap ETF | Small Cap Blend Equities | 58 | 3.60% | May 22, 2000 | TSMWX vs IJR | |
| Vanguard S&P Mid-Cap 400 Growth ETF | Small Cap Growth Equities | 63 | 4.02% | Sep 7, 2010 | TSMWX vs IVOG | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 10 | 1.02% | Oct 1, 2002 | TSMWX vs TIREX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | TSMWX vs TNVIX | |
| Perritt MicroCap Opportunities Fund | Small Cap Blend Equities | — | — | Apr 11, 1988 | TSMWX vs PRCGX |
Compare TSMWX with Any Fund or Stock
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