Congress Large Cap Growth Fund (CMLIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CMLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CMLIX
CMLIX charges 0.68% annually. There are 125 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | CMLIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CMLIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | CMLIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CMLIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | CMLIX vs VIGAX |
Best Risk-Adjusted Alternatives to CMLIX
CMLIX has a PortfoliosLab risk / return rank of 20. There are 229 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | CMLIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | CMLIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | CMLIX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | CMLIX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | CMLIX vs FOCPX |
Top Performing CMLIX Alternatives (YTD)
CMLIX is at 4.70% YTD. There are 245 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | CMLIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | CMLIX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | CMLIX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | CMLIX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | CMLIX vs POGRX |
Lowest Volatility Alternatives to CMLIX
CMLIX has 14.32% 1-year volatility. There are 81 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | CMLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | CMLIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | CMLIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | CMLIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | CMLIX vs GQEPX |
Lowest Drawdown Alternatives to CMLIX
CMLIX has a 1-year max drawdown of -13.29%. There are 148 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CMLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CMLIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CMLIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CMLIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CMLIX vs DNVYX |
Other Mutual Funds from Congress
The 2 most viewed Congress mutual funds shown here include CSMCX, IMIDX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Congress Small Cap Growth Fund | Small Cap Growth Equities | 32 | 18.84% | — | Dec 1999 | CMLIX vs CSMCX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 17 | 20.09% | — | Oct 2012 | CMLIX vs IMIDX |
Often Compared With CMLIX
Investors most often compare CMLIX with QQQ, SCHG, FXAIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare CMLIX with Any Fund or Stock
Compare CMLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMLIX with funds that move differently
Congress Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMLIX.
Explore CMLIX Diversifiers