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 a closer substitute for your current allocation.
Cheapest Alternatives to TSWEX
TSWEX charges 0.75% annually. There are 148 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | TSWEX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | TSWEX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TSWEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TSWEX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | TSWEX vs VVIAX |
Best Risk-Adjusted Alternatives to TSWEX
TSWEX has a PortfoliosLab risk / return rank of 9. There are 314 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | TSWEX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | TSWEX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | TSWEX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | TSWEX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | TSWEX vs MALVX |
Top Performing TSWEX Alternatives (YTD)
TSWEX is at 13.25% YTD. There are 171 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | TSWEX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | TSWEX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | TSWEX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | TSWEX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | TSWEX vs YAFFX |
Lowest Volatility Alternatives to TSWEX
TSWEX has 17.95% 1-year volatility. There are 311 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | TSWEX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | TSWEX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | TSWEX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | TSWEX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | TSWEX vs ACIIX |
Lowest Drawdown Alternatives to TSWEX
TSWEX has a 1-year max drawdown of -14.35%. There are 312 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | TSWEX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TSWEX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TSWEX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | TSWEX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TSWEX vs SVAIX |
Often Compared With TSWEX
Investors most often compare TSWEX with VT, VTSNX, NEIMX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare TSWEX with Any Fund or Stock
Compare TSWEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TSWEX with funds that move differently
TSW Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TSWEX.
Explore TSWEX Diversifiers