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 28 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% | 182.70B | Jul 1997 | TSMWX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | TSMWX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | TSMWX vs VSMAX |
Best Risk-Adjusted Alternatives to TSMWX
TSMWX has a PortfoliosLab risk / return rank of 81. There are 20 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 | TSMWX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | TSMWX vs WESCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | TSMWX vs MOPIX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | TSMWX vs GQSCX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | TSMWX vs RIVSX |
Top Performing TSMWX Alternatives (YTD)
TSMWX is at 23.65% YTD. There are 21 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 39.82% | — | Dec 1991 | TSMWX vs RYOTX | |
| Paradigm Micro-cap Fund | 38.99% | — | Dec 2007 | TSMWX vs PVIVX | |
| River Oak Discovery Fund | 31.90% | — | Jun 2005 | TSMWX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 30.90% | — | Apr 1997 | TSMWX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 30.85% | — | Dec 2018 | TSMWX vs FTMSX |
Lowest Volatility Alternatives to TSMWX
TSMWX has 18.65% 1-year volatility. There are 112 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.96% | — | Nov 1996 | TSMWX vs HFCGX | |
| DFA International Small Company Portfolio | 14.31% | 15.72B | Sep 1996 | TSMWX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.58% | — | Feb 2017 | TSMWX vs CSMDX | |
| DWS Small Cap Core Fund | 15.02% | — | Jul 2000 | TSMWX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | TSMWX vs BOSOX |
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% | 2.90B | Apr 2006 | TSMWX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | TSMWX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | TSMWX vs SSCDX |
Other Mutual Funds from TIAA Investments
The 10 most viewed TIAA Investments mutual funds shown here include TISPX, TCIEX, TISCX and span 7 categories.
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