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 a closer substitute for your current allocation.
Cheapest Alternatives to TSMWX
TSMWX charges 0.47% annually. There are 29 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 | TSMWX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | TSMWX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | TSMWX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | TSMWX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | TSMWX vs TISBX |
Best Risk-Adjusted Alternatives to TSMWX
TSMWX has a PortfoliosLab risk / return rank of 86. There are 42 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 97 | — | Nov 2017 | TSMWX vs GQSCX | |
| TETON Westwood SmallCap Equity Fund | 96 | — | Apr 1997 | TSMWX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 96 | — | Apr 1997 | TSMWX vs WWSIX | |
| MainStay WMC Small Companies Fund | 94 | — | Jan 1987 | TSMWX vs MOPIX | |
| River Oak Discovery Fund | 94 | — | Jun 2005 | TSMWX vs RIVSX |
Top Performing TSMWX Alternatives (YTD)
TSMWX is at 23.33% YTD. There are 41 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.04% | — | Dec 2007 | TSMWX vs PVIVX | |
| Royce Micro Cap Series Fund | 37.56% | — | Dec 1991 | TSMWX vs RYOTX | |
| River Oak Discovery Fund | 31.95% | — | Jun 2005 | TSMWX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.53% | — | Apr 1997 | TSMWX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 31.36% | — | Apr 1997 | TSMWX vs WESCX |
Lowest Volatility Alternatives to TSMWX
TSMWX has 18.67% 1-year volatility. There are 113 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.41% | — | Feb 2017 | TSMWX vs CSMDX | |
| DFA International Small Company Portfolio | 14.47% | 16.04B | Sep 1996 | TSMWX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.59% | — | Nov 1996 | TSMWX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.88% | — | Sep 2011 | TSMWX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.97% | — | Sep 2011 | TSMWX vs FTHNX |
Lowest Drawdown Alternatives to TSMWX
TSMWX has a 1-year max drawdown of -8.78%. There are 18 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 | TSMWX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | TSMWX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | TSMWX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | TSMWX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | TSMWX vs BIAUX |
Other Mutual Funds from TIAA
The 10 most viewed TIAA 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 | 69 | 13.75% | — | Oct 2002 | TSMWX vs TISPX | |
| TIAA-CREF International Equity Index Fund Institut... | Foreign Large Cap Equities | 52 | 13.75% | — | Oct 2002 | TSMWX vs TCIEX | |
| TIAA-CREF Social Choice Equity Fund | Large Cap Blend Equities | 54 | 15.89% | — | Jul 1999 | TSMWX vs TISCX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 96 | 22.98% | — | Oct 2002 | TSMWX vs TILVX | |
| TIAA-CREF Lifecycle Index 2050 Fund | Target Retirement Date | 71 | 13.35% | — | Sep 2009 | TSMWX vs TLLIX | |
| TIAA-CREF Large-Cap Growth Fund Institutional Clas... | Large Cap Growth Equities | 16 | 6.18% | — | Mar 2006 | TSMWX vs TILGX | |
| TIAA-CREF Growth & Income Fund | Large Cap Blend Equities | 30 | 9.05% | — | Jul 1999 | TSMWX vs TIGRX | |
| TIAA-CREF Lifecycle Index 2060 Fund | Target Retirement Date | 71 | 13.75% | — | Sep 2014 | TSMWX vs TVIIX | |
| TIAA-CREF Real Estate Securities Fund Institutiona... | REIT | 37 | 15.11% | — | Oct 2002 | TSMWX vs TIREX | |
| TIAA-CREF Bond Index Fund | Intermediate Core Bond | 11 | -0.30% | — | Sep 2009 | TSMWX vs TBIIX |
Often Compared With TSMWX
Investors most often compare TSMWX with DFVQX, AVUV, IVOG. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TSMWX with Any Fund or Stock
Compare TSMWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TSMWX with funds that move differently
TIAA-CREF Quant Small/Mid-Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TSMWX.
Explore TSMWX Diversifiers