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 | |
| 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 Institutional Shares | 0.04% | — | Jul 1998 | TWQZX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | TWQZX vs VVIAX |
Best Risk-Adjusted Alternatives to TWQZX
TWQZX has a PortfoliosLab risk / return rank of 84. There are 64 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | TWQZX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | TWQZX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | TWQZX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | TWQZX vs AVLVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | TWQZX vs MALVX |
Top Performing TWQZX Alternatives (YTD)
TWQZX is at 9.70% YTD. There are 163 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 24.99% | — | May 1997 | TWQZX vs YAFFX | |
| Al Frank Fund | 24.12% | — | May 2006 | TWQZX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.25% | — | Jun 2022 | TWQZX vs AVLVX | |
| PIMCO RAE US Fund | 21.04% | — | Jun 2015 | TWQZX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 19.41% | — | Jan 1975 | TWQZX vs NPRTX |
Lowest Volatility Alternatives to TWQZX
TWQZX has 11.56% 1-year volatility. There are 193 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.45% | — | Sep 2017 | TWQZX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | TWQZX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | TWQZX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | TWQZX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.34% | — | Dec 2007 | TWQZX vs TMMAX |
Lowest Drawdown Alternatives to TWQZX
TWQZX has a 1-year max drawdown of -7.61%. There are 190 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 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 | 24 | 7.30% | — | Nov 2009 | TWQZX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 50 | 9.82% | — | Feb 2002 | TWQZX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 26 | 11.74% | — | Jan 2013 | TWQZX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -4.79% | — | Mar 1999 | TWQZX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 51 | 7.30% | — | Feb 2002 | TWQZX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 67 | 2.56% | — | Jul 2013 | TWQZX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 88 | 5.31% | — | Aug 2011 | TWQZX vs EMTIX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 51 | 5.39% | — | Feb 2002 | TWQZX vs IMOAX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 38 | 8.12% | — | Sep 2000 | TWQZX vs TLOFX | |
| Transamerica International Equity | Foreign Large Cap Equities | 40 | 12.88% | — | Dec 1992 | TWQZX vs TSWIX |
Often Compared With TWQZX
Investors most often compare TWQZX with ACIIX, NQCRX, UPDDX. These 17 comparison targets span 3 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