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 128 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | CMLIX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | CMLIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CMLIX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | CMLIX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | CMLIX vs TILIX |
Best Risk-Adjusted Alternatives to CMLIX
CMLIX has a PortfoliosLab risk / return rank of 12. There are 232 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | CMLIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | CMLIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | CMLIX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | CMLIX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | CMLIX vs FDSSX |
Top Performing CMLIX Alternatives (YTD)
CMLIX is at 3.05% YTD. There are 233 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | CMLIX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | CMLIX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | CMLIX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | CMLIX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | CMLIX vs VPMCX |
Lowest Volatility Alternatives to CMLIX
CMLIX has 14.87% 1-year volatility. There are 80 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | CMLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | CMLIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | CMLIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | CMLIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | CMLIX vs GQEPX |
Lowest Drawdown Alternatives to CMLIX
CMLIX has a 1-year max drawdown of -13.29%. There are 144 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 | 25 | 14.55% | — | Dec 1999 | CMLIX vs CSMCX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 13 | 15.91% | — | Oct 2012 | CMLIX vs IMIDX |
Often Compared With CMLIX
Investors most often compare CMLIX with QQQ, SCHG, FXAIX. These 20 comparison targets span 7 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