Touchstone Small Cap Value Fund (TVOAX) belongs to the Small 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 TVOAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TVOAX
TVOAX charges 1.38% annually. There are 106 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | TVOAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | TVOAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | TVOAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | TVOAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | TVOAX vs VSMVX |
Best Risk-Adjusted Alternatives to TVOAX
TVOAX has a PortfoliosLab risk / return rank of 51. There are 60 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | TVOAX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | TVOAX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | TVOAX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | TVOAX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | TVOAX vs WSCVX |
Top Performing TVOAX Alternatives (YTD)
TVOAX is at 12.45% YTD. There are 91 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | TVOAX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | TVOAX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | TVOAX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | TVOAX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | TVOAX vs QRSVX |
Lowest Volatility Alternatives to TVOAX
TVOAX has 16.46% 1-year volatility. There are 26 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.00% | — | Sep 2017 | TVOAX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | TVOAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | TVOAX vs TASCX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | TVOAX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | TVOAX vs ARSMX |
Lowest Drawdown Alternatives to TVOAX
TVOAX has a 1-year max drawdown of -8.81%. There are 25 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | TVOAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | TVOAX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | TVOAX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | TVOAX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | TVOAX vs TSLTX |
Other Mutual Funds from Touchstone
The 10 most viewed Touchstone mutual funds shown here include TSFIX, SWRLX, SENCX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Touchstone Small Cap Fund | Small Cap Blend Equities | 11 | 5.03% | — | Sep 2009 | TVOAX vs TSFIX | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 91 | 22.19% | — | Mar 1993 | TVOAX vs SWRLX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 35 | 4.80% | — | Jan 1934 | TVOAX vs SENCX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 5 | -2.01% | — | Jan 2003 | TVOAX vs TMCPX | |
| Touchstone Small Company Fund | Small Cap Blend Equities | 25 | 6.61% | — | Mar 1993 | TVOAX vs SAGWX | |
| Touchstone Mid Cap Growth Fund | Mid Cap Growth Equities | 19 | 13.57% | — | Oct 1994 | TVOAX vs TEGAX | |
| Touchstone Balanced Fund | Diversified Portfolio | 40 | 3.43% | — | Nov 1938 | TVOAX vs SEBLX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 31 | 9.07% | — | Jul 2014 | TVOAX vs TLCIX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 33 | 13.13% | — | Dec 1997 | TVOAX vs TEQAX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 98 | 1.59% | — | Mar 1994 | TVOAX vs TSDOX |
Often Compared With TVOAX
Investors most often compare TVOAX with SSCVX, BSCMX, GTTTX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 66 | 21.10% | — | Apr 1997 | TVOAX vs SSCVX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 77 | 15.67% | — | Jan 2018 | TVOAX vs BSCMX | |
| Goldman Sachs Small Cap Value Insights Fund Invest... | Small Cap Value Equities | 77 | 18.16% | — | Nov 2007 | TVOAX vs GTTTX | |
| North Star Dividend Fund | Small Cap Value Equities | 28 | 15.13% | — | May 2013 | TVOAX vs NSDVX | |
| Heartland Value Fund | Small Cap Value Equities | 79 | 20.07% | — | Dec 1984 | TVOAX vs HRTVX | |
| Royce Special Equity Fund | Small Cap Value Equities | 75 | 19.46% | — | May 1998 | TVOAX vs RYSEX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 79 | 20.12% | — | Jul 1997 | TVOAX vs BRSIX |
Compare TVOAX with Any Fund or Stock
Compare TVOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TVOAX with funds that move differently
Touchstone Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TVOAX.
Explore TVOAX Diversifiers