TSW Large Cap Value Fund (TSWEX) Alternatives
TSW Large Cap Value Fund (TSWEX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TSWEX. 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 TSWEX
TSWEX charges 0.75% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among TSWEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | TSWEX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | TSWEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | TSWEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | TSWEX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | TSWEX vs TILVX |
Best Risk-Adjusted Alternatives to TSWEX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | TSWEX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | TSWEX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | TSWEX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | TSWEX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | TSWEX vs VALAX |
Top Performing TSWEX Alternatives (YTD)
TSWEX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | TSWEX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | TSWEX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | TSWEX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | TSWEX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | TSWEX vs HFCVX |
Lowest Volatility Alternatives to TSWEX
TSWEX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | TSWEX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | TSWEX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | TSWEX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | TSWEX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | TSWEX vs ACIIX |
Lowest Drawdown Alternatives to TSWEX
TSWEX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | TSWEX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | TSWEX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | TSWEX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | TSWEX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | TSWEX vs PSECX |
Often Compared With TSWEX
What investors most often compare with TSWEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Total World Stock ETF | Global Equities | 77 | -1.71% | Jun 24, 2008 | TSWEX vs VT | |
| Vanguard Total International Stock Index Fund Inst... | Large Cap Blend Equities, Foreign Large Cap Equities | 80 | -1.02% | Nov 29, 2010 | TSWEX vs VTSNX |
Compare TSWEX with Any Fund or Stock
Compare TSWEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.