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 270 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | CDGIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | CDGIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | CDGIX vs SSSYX |
Best Risk-Adjusted Alternatives to CDGIX
CDGIX has a PortfoliosLab risk / return rank of 6. There are 378 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | CDGIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | CDGIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | CDGIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | CDGIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | CDGIX vs IGIAX |
Top Performing CDGIX Alternatives (YTD)
CDGIX is at -2.13% YTD. There are 380 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | CDGIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | CDGIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | CDGIX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | CDGIX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | CDGIX vs FLVCX |
Lowest Volatility Alternatives to CDGIX
CDGIX has 10.02% 1-year volatility. There are 22 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | CDGIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | CDGIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | CDGIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | CDGIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | CDGIX vs FSUVX |
Lowest Drawdown Alternatives to CDGIX
CDGIX has a 1-year max drawdown of -8.70%. There are 100 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | CDGIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | CDGIX vs ORDNX | |
| 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 |
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 | 34 | 6.54% | — | Sep 2017 | CDGIX vs CMALX | |
| Crawford Small Cap Dividend Fund | Small Cap Blend Equities | 28 | 14.09% | — | Sep 2012 | CDGIX vs CDOFX |
Often Compared With CDGIX
Investors most often compare CDGIX with FDVV, KNG, SCHD. These 20 comparison targets span 4 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