Transamerica Large Cap Value Fund (TWQZX) 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 TWQZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TWQZX
TWQZX charges 0.61% annually. There are 80 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 | TWQZX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | TWQZX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TWQZX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TWQZX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | TWQZX vs VVIAX |
Best Risk-Adjusted Alternatives to TWQZX
TWQZX has a PortfoliosLab risk / return rank of 90. There are 89 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 | TWQZX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | TWQZX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | TWQZX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | TWQZX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | TWQZX vs MALVX |
Top Performing TWQZX Alternatives (YTD)
TWQZX is at 14.23% YTD. There are 138 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 | TWQZX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | TWQZX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | TWQZX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | TWQZX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | TWQZX vs YAFFX |
Lowest Volatility Alternatives to TWQZX
TWQZX has 11.60% 1-year volatility. There are 185 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 | TWQZX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | TWQZX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | TWQZX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | TWQZX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | TWQZX vs ACIIX |
Lowest Drawdown Alternatives to TWQZX
TWQZX has a 1-year max drawdown of -7.61%. There are 188 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 | TWQZX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TWQZX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TWQZX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | TWQZX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TWQZX vs SVAIX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, IAAAX, TISVX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 13 | 1.72% | — | Nov 2009 | TWQZX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 56 | 9.70% | — | Feb 2002 | TWQZX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 35 | 11.23% | — | Jan 2013 | TWQZX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -7.53% | — | Mar 1999 | TWQZX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 6.80% | — | Feb 2002 | TWQZX vs IMLAX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 52 | 4.82% | — | Feb 2002 | TWQZX vs IMOAX | |
| Transamerica High Yield Muni | High Yield Muni | 89 | 1.48% | — | Jul 2013 | TWQZX vs THYIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 78 | 16.49% | — | Dec 1992 | TWQZX vs TSWIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 88 | 4.59% | — | Aug 2011 | TWQZX vs EMTIX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 93 | 25.34% | — | Jan 2003 | TWQZX vs TSLTX |
Often Compared With TWQZX
Investors most often compare TWQZX with TLOFX, IIVAX, NQCRX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TWQZX with Any Fund or Stock
Compare TWQZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TWQZX with funds that move differently
Transamerica Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TWQZX.
Explore TWQZX Diversifiers