Crawford Large Cap Dividend Fund (CDGIX) 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 CDGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CDGIX
CDGIX charges 0.89% annually. There are 263 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 | CDGIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | CDGIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | CDGIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | CDGIX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | CDGIX vs WBREOX |
Best Risk-Adjusted Alternatives to CDGIX
CDGIX has a PortfoliosLab risk / return rank of 19. There are 353 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | CDGIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | CDGIX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | CDGIX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | CDGIX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | CDGIX vs RCKSX |
Top Performing CDGIX Alternatives (YTD)
CDGIX is at 4.55% YTD. There are 358 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | CDGIX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | CDGIX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | CDGIX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | CDGIX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | CDGIX vs IGIAX |
Lowest Volatility Alternatives to CDGIX
CDGIX has 10.44% 1-year volatility. There are 26 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | CDGIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | CDGIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | CDGIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | CDGIX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | CDGIX vs SILVX |
Lowest Drawdown Alternatives to CDGIX
CDGIX has a 1-year max drawdown of -8.70%. There are 95 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 | CDGIX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | CDGIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | CDGIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | CDGIX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | CDGIX vs AMFEX |
Other Mutual Funds from Crawford
The 2 most viewed Crawford mutual funds shown here include CMALX, CDOFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Crawford Multi-Asset Income Fund | Diversified Portfolio | 66 | 9.01% | — | Sep 2017 | CDGIX vs CMALX | |
| Crawford Small Cap Dividend Fund | Small Cap Blend Equities | 32 | 15.76% | — | Sep 2012 | CDGIX vs CDOFX |
Often Compared With CDGIX
Investors most often compare CDGIX with FDVV, KNG, SCHD. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare CDGIX with Any Fund or Stock
Compare CDGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CDGIX with funds that move differently
Crawford Large Cap Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CDGIX.
Explore CDGIX Diversifiers