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 368 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 | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | TVAFX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | TVAFX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | TVAFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | TVAFX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | TVAFX vs SSSYX |
Best Risk-Adjusted Alternatives to TVAFX
TVAFX has a PortfoliosLab risk / return rank of 18. There are 357 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | TVAFX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | TVAFX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | TVAFX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | TVAFX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | TVAFX vs VPMAX |
Top Performing TVAFX Alternatives (YTD)
TVAFX is at 12.91% YTD. There are 48 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | TVAFX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | TVAFX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | TVAFX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | TVAFX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | TVAFX vs VPMAX |
Lowest Volatility Alternatives to TVAFX
TVAFX has 16.15% 1-year volatility. There are 375 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | TVAFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | TVAFX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | TVAFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | TVAFX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | TVAFX vs JEPIX |
Lowest Drawdown Alternatives to TVAFX
TVAFX has a 1-year max drawdown of -9.42%. There are 219 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | TVAFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | TVAFX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | TVAFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | TVAFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | TVAFX vs QUERX |
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 | |
|---|---|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund Class I | Diversified Portfolio | 97 | 16.12% | — | Dec 2002 | TVAFX vs TIBIX | |
| Thornburg Investment Income Builder Fund | Global Allocation | 97 | 16.02% | — | Dec 2002 | TVAFX vs TIBAX | |
| Thornburg Global Opportunities Fund | Foreign Large Cap Equities | 86 | 9.30% | — | Jul 2006 | TVAFX vs THOIX | |
| Thornburg Better World International Fund | Foreign Large Cap Equities | 20 | 3.56% | — | Sep 2015 | TVAFX vs TBWIX | |
| Thornburg Strategic Income Fund | Multisector Bonds | 53 | 0.62% | — | Dec 2007 | TVAFX vs TSIIX | |
| Thornburg International Equity Fund | Foreign Large Cap Equities | 47 | 9.70% | — | May 1998 | TVAFX vs TGVAX | |
| Thornburg Strategic Municipal Income Fund | Municipal Bonds | 83 | 2.21% | — | Mar 2009 | TVAFX vs TSSIX | |
| Thornburg Intermediate Municipal Fund | Municipal Bonds | 81 | 1.68% | — | Jul 1991 | TVAFX vs THIMX | |
| Thornburg Limited Term Municipal Fund | Municipal Bonds | 65 | 0.86% | — | Sep 1984 | TVAFX vs LTMFX | |
| Thornburg International Growth Fund | Foreign Large Cap Equities | 14 | 9.60% | — | Jan 2007 | TVAFX vs TINGX |
Often Compared With TVAFX
Investors most often compare TVAFX with FUND, TLMIX, THNYX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TVAFX with Any Fund or Stock
Compare TVAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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