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 127 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% | 5.10B | Dec 2017 | CMLIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | CMLIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | CMLIX vs TILIX |
Best Risk-Adjusted Alternatives to CMLIX
CMLIX has a PortfoliosLab risk / return rank of 22. There are 271 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | CMLIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | CMLIX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | CMLIX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | CMLIX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | CMLIX vs POGRX |
Top Performing CMLIX Alternatives (YTD)
CMLIX is at 7.01% YTD. There are 289 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | CMLIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | CMLIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | CMLIX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | CMLIX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | CMLIX vs FOKFX |
Lowest Volatility Alternatives to CMLIX
CMLIX has 13.60% 1-year volatility. There are 81 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | CMLIX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | CMLIX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | CMLIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | CMLIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | CMLIX vs AWYIX |
Lowest Drawdown Alternatives to CMLIX
CMLIX has a 1-year max drawdown of -13.29%. There are 154 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | CMLIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CMLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CMLIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | CMLIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CMLIX vs AQEIX |
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 | 22 | 13.90% | — | Dec 1999 | CMLIX vs CSMCX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 11 | 15.44% | — | Oct 2012 | CMLIX vs IMIDX |
Often Compared With CMLIX
Investors most often compare CMLIX with QQQ, FXAIX, SCHG. These 20 comparison targets span 5 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