Thornburg Small/Mid Cap Core Fund (TVAFX) Alternatives
Thornburg Small/Mid Cap Core Fund (TVAFX) belongs to the Large 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 TVAFX. 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 TVAFX
TVAFX charges 1.31% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among TVAFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | TVAFX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | TVAFX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | TVAFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | TVAFX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | TVAFX vs SSSYX |
Best Risk-Adjusted Alternatives to TVAFX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | TVAFX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | TVAFX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | TVAFX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | TVAFX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | TVAFX vs DHAMX |
Top Performing TVAFX Alternatives (YTD)
TVAFX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | TVAFX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | TVAFX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | TVAFX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | TVAFX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | TVAFX vs RCKSX |
Lowest Volatility Alternatives to TVAFX
TVAFX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | TVAFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | TVAFX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | TVAFX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | TVAFX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | TVAFX vs QUERX |
Lowest Drawdown Alternatives to TVAFX
TVAFX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | TVAFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | TVAFX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | TVAFX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | TVAFX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | TVAFX vs GQEIX |
Other Mutual Funds from Thornburg
Most popular Thornburg mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | Global Allocation | 98 | 7.98% | Dec 23, 2002 | TVAFX vs TIBAX | |
| Thornburg Investment Income Builder Fund Class I | Diversified Portfolio | 98 | 8.00% | Dec 24, 2002 | TVAFX vs TIBIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 79 | 0.56% | May 28, 1998 | TVAFX vs TGVAX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 85 | -0.55% | Dec 18, 2007 | TVAFX vs TSIIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 31 | -5.82% | Sep 30, 2015 | TVAFX vs TBWIX | |
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 94 | 1.01% | Jul 28, 2006 | TVAFX vs THOIX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 47 | -0.52% | Mar 31, 2009 | TVAFX vs TSSIX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 59 | -0.45% | Jul 21, 1991 | TVAFX vs THIMX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 9 | -6.59% | Jan 31, 2007 | TVAFX vs TINGX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 76 | -0.28% | Sep 27, 1984 | TVAFX vs LTMFX |
Often Compared With TVAFX
What investors most often compare with TVAFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Sprott Focus Trust, Inc. | 89 | 11.44% | — | TVAFX vs FUND | ||
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | TVAFX vs VITPX | |
| Vanguard Total Stock Market Index Fund Institution... | Large Cap Blend Equities | 46 | -6.74% | Apr 28, 2015 | TVAFX vs VSMPX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | TVAFX vs PAGDX | |
| Castle Tandem Fund | Large Cap Blend Equities | 0 | -9.28% | Mar 15, 2019 | TVAFX vs TANDX |
Compare TVAFX with Any Fund or Stock
Compare TVAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.