Congress Large Cap Growth Fund (CMLIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CMLIX
CMLIX charges 0.68% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among CMLIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 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% | Dec 20, 2017 | CMLIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | CMLIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | CMLIX vs TILIX |
Best Risk-Adjusted Alternatives to CMLIX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 91 | Mar 6, 2020 | CMLIX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | Nov 7, 2013 | CMLIX vs FCGSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 87 | Aug 17, 1999 | CMLIX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 85 | Jan 2, 1990 | CMLIX vs ADX | |
| Baron Partners Fund | 84 | Apr 30, 2003 | CMLIX vs BPTRX |
Top Performing CMLIX Alternatives (YTD)
CMLIX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.54% | Sep 28, 2018 | CMLIX vs GQEPX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 2.46% | Aug 17, 1999 | CMLIX vs VTMGX | |
| ICON Equity Fund | 2.04% | Oct 17, 2002 | CMLIX vs IOLZX | |
| American Growth Fund Series One | 1.60% | Jul 31, 1958 | CMLIX vs AMRGX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | CMLIX vs BBLIX |
Lowest Volatility Alternatives to CMLIX
CMLIX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 11.01% | Jan 10, 1991 | CMLIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.83% | Dec 29, 2015 | CMLIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.41% | Sep 28, 2018 | CMLIX vs GQEPX | |
| Guggenheim Directional Allocation Fund | 12.61% | Jun 18, 2012 | CMLIX vs TVRIX | |
| Provident Trust Strategy Fund | 14.60% | Dec 30, 1986 | CMLIX vs PROVX |
Lowest Drawdown Alternatives to CMLIX
CMLIX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | CMLIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.34% | Sep 28, 2018 | CMLIX vs GQEPX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | CMLIX vs TVRIX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | CMLIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | CMLIX vs BBLIX |
Other Mutual Funds from Congress
Most popular Congress mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Congress Small Cap Growth Fund | Small Cap Growth Equities | 34 | -1.19% | Dec 9, 1999 | CMLIX vs CSMCX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 14 | 1.31% | Oct 31, 2012 | CMLIX vs IMIDX |
Often Compared With CMLIX
What investors most often compare with CMLIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 65 | -4.76% | Mar 10, 1999 | CMLIX vs QQQ | |
| Fidelity 500 Index Fund | S&P 500 | 60 | -4.34% | Feb 17, 1988 | CMLIX vs FXAIX | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 41 | -9.73% | Dec 11, 2009 | CMLIX vs SCHG | |
| S&P 500 Index | 67 | -3.95% | — | CMLIX vs ^GSPC | ||
| Simplify Interest Rate Hedge ETF | Hedge Fund, Actively Managed | 15 | -4.44% | May 10, 2021 | CMLIX vs PFIX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 11 | -9.62% | Aug 29, 1997 | CMLIX vs SBLGX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 39 | -0.20% | Feb 20, 2004 | CMLIX vs RYGRX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 8 | -7.53% | Jun 30, 2000 | CMLIX vs GXXIX |
Compare CMLIX with Any Fund or Stock
Compare CMLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.