Crawford Large Cap Dividend Fund (CDGIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CDGIX
CDGIX charges 0.89% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among CDGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | CDGIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | CDGIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | CDGIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | CDGIX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | CDGIX vs SSEYX |
Best Risk-Adjusted Alternatives to CDGIX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | CDGIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | CDGIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | CDGIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | CDGIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | CDGIX vs DHAMX |
Top Performing CDGIX Alternatives (YTD)
CDGIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | CDGIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | CDGIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | CDGIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | CDGIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | CDGIX vs RCKSX |
Lowest Volatility Alternatives to CDGIX
CDGIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | CDGIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | CDGIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | CDGIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | CDGIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | CDGIX vs QUERX |
Lowest Drawdown Alternatives to CDGIX
CDGIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | CDGIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | CDGIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | CDGIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | CDGIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | CDGIX vs GQEIX |
Other Mutual Funds from Crawford
Most popular Crawford mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Crawford Multi-Asset Income Fund | Diversified Portfolio | 19 | 2.83% | Sep 11, 2017 | CDGIX vs CMALX | |
| Crawford Small Cap Dividend Fund | Small Cap Blend Equities | 17 | 1.94% | Sep 26, 2012 | CDGIX vs CDOFX |
Often Compared With CDGIX
What investors most often compare with CDGIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity High Dividend ETF | Large Cap Blend Equities, Dividend | 60 | -1.78% | Sep 12, 2016 | CDGIX vs FDVV | |
| FT Cboe Vest S&P 500 Dividend Aristocrats Target I... | Dividend, S&P 500 | 25 | 1.24% | Mar 26, 2018 | CDGIX vs KNG | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | CDGIX vs SCHD |
Compare CDGIX with Any Fund or Stock
Compare CDGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.