TVAFX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to TVAFX

TVAFX charges 1.31% annually. There are 358 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	TVAFX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	TVAFX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	TVAFX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	TVAFX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	TVAFX vs WBREOX

Best Risk-Adjusted Alternatives to TVAFX

TVAFX has a PortfoliosLab risk / return rank of 22. There are 346 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	TVAFX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	18.10B	Dec 2004	TVAFX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	93	—	Feb 2004	TVAFX vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	TVAFX vs FTZIX
RCKSX	Rock Oak Core Growth Fund	91	—	Dec 2004	TVAFX vs RCKSX

Top Performing TVAFX Alternatives (YTD)

TVAFX is at 13.47% YTD. There are 42 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.41%	18.10B	Dec 2004	TVAFX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	TVAFX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.34%	—	Nov 2004	TVAFX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.17%	—	Dec 2015	TVAFX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.69%	—	Jan 1995	TVAFX vs IGIAX

Lowest Volatility Alternatives to TVAFX

TVAFX has 16.16% 1-year volatility. There are 366 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	TVAFX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	TVAFX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.22%	—	Jul 2012	TVAFX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	TVAFX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.32%	—	Feb 2012	TVAFX vs SILVX

Lowest Drawdown Alternatives to TVAFX

TVAFX has a 1-year max drawdown of -9.42%. There are 215 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	TVAFX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	TVAFX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	TVAFX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	TVAFX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	TVAFX vs AMFEX

Other Mutual Funds from Thornburg

The 10 most viewed Thornburg mutual funds shown here include TIBIX, TIBAX, THOIX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIBIX	Thornburg Investment Income Builder Fund Class I	Diversified Portfolio	98	19.05%	—	Dec 2002	TVAFX vs TIBIX
TIBAX	Thornburg Investment Income Builder Fund	Global Allocation	98	18.98%	—	Dec 2002	TVAFX vs TIBAX
THOIX	Thornburg Global Opportunities Fund	Foreign Large Cap Equities	92	13.61%	—	Jul 2006	TVAFX vs THOIX
TSIIX	Thornburg Strategic Income Fund	Multisector Bonds	37	0.18%	—	Dec 2007	TVAFX vs TSIIX
TBWIX	Thornburg Better World International Fund	Foreign Large Cap Equities	32	7.16%	—	Sep 2015	TVAFX vs TBWIX
TGVAX	Thornburg International Equity Fund	Foreign Large Cap Equities	76	14.45%	—	May 1998	TVAFX vs TGVAX
TSSIX	Thornburg Strategic Municipal Income Fund	Municipal Bonds	73	0.97%	—	Mar 2009	TVAFX vs TSSIX
LTMFX	Thornburg Limited Term Municipal Fund	Municipal Bonds	44	0.04%	—	Sep 1984	TVAFX vs LTMFX
THIMX	Thornburg Intermediate Municipal Fund	Municipal Bonds	70	0.45%	—	Jul 1991	TVAFX vs THIMX
TINGX	Thornburg International Growth Fund	Foreign Large Cap Equities	15	8.91%	—	Jan 2007	TVAFX vs TINGX

Often Compared With TVAFX

Investors most often compare TVAFX with FUND, TLMIX, THNYX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FUND	Sprott Focus Trust, Inc.		94	18.11%	—	—	TVAFX vs FUND
TLMIX	Thornburg Short Duration Municipal Fund	Municipal Bonds	75	0.86%	—	Dec 2013	TVAFX vs TLMIX
THNYX	Thornburg New York Intermediate Municipal Bond Fun...	Municipal Bonds	79	0.37%	—	Sep 1997	TVAFX vs THNYX
TLDIX	Thornburg Ultra Short Income Fund	Ultrashort Bond	99	1.57%	—	Dec 2013	TVAFX vs TLDIX
TGVIX	Thornburg International Equity I	Foreign Large Cap Equities	77	14.64%	—	Mar 2001	TVAFX vs TGVIX
THIFX	Thornburg Limited Term Income Fund	Short-Term Bond	43	0.17%	—	Oct 1992	TVAFX vs THIFX
LTCAX	Thornburg California Limited Term Municipal Fund	Municipal Bonds	39	-0.32%	—	Feb 1987	TVAFX vs LTCAX
THNMX	Thornburg New Mexico Intermediate Municipal Fund	Municipal Bonds	57	-0.14%	—	Jun 1991	TVAFX vs THNMX
LTUSX	Thornburg Limited Term U.S. Government Fund	Government Bonds	22	-0.14%	—	Nov 1987	TVAFX vs LTUSX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	59	10.50%	34.70B	May 2001	TVAFX vs VITPX
QCELX	AQR Large Cap Multi-Style Fund	Large Cap Blend Equities	90	18.84%	—	Mar 2013	TVAFX vs QCELX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	59	10.11%	—	Sep 2014	TVAFX vs SSSYX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	51	11.07%	—	Nov 1988	TVAFX vs MUHLX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	1	-7.03%	—	Mar 2019	TVAFX vs TANDX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.78%	96.10B	Nov 2001	TVAFX vs VPMAX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	14	6.48%	—	Jan 2021	TVAFX vs NWAUX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	21	5.29%	—	Nov 2019	TVAFX vs FNSTX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Low Volatility	—	—	—	Nov 2019	TVAFX vs FULVX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities	76	12.10%	42.60B	Sep 2005	TVAFX vs DFIEX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	86	19.15%	—	Dec 2011	TVAFX vs DHAMX

Compare TVAFX with Any Fund or Stock

Compare TVAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair TVAFX with funds that move differently

Thornburg Small/Mid Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TVAFX.

Explore TVAFX Diversifiers

Thornburg Small/Mid Cap Core Fund (TVAFX) Alternatives