Calamos Growth Fund (CVGRX) 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 CVGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CVGRX
CVGRX charges 1.28% annually. There are 369 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 | CVGRX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CVGRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | CVGRX vs SWLGX | |
| Vanguard S&P 500 Growth Index Fund Institutional S... | 0.05% | — | Apr 2019 | CVGRX vs VSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | CVGRX vs VRGWX |
Best Risk-Adjusted Alternatives to CVGRX
CVGRX has a PortfoliosLab risk / return rank of 23. There are 195 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 | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | CVGRX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | CVGRX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | CVGRX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | CVGRX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | CVGRX vs FZAPX |
Top Performing CVGRX Alternatives (YTD)
CVGRX is at 8.19% YTD. There are 173 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | CVGRX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | CVGRX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | CVGRX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | CVGRX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | CVGRX vs GTLLX |
Lowest Volatility Alternatives to CVGRX
CVGRX has 18.54% 1-year volatility. There are 281 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | CVGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | CVGRX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | CVGRX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | CVGRX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | CVGRX vs GQEPX |
Lowest Drawdown Alternatives to CVGRX
CVGRX has a 1-year max drawdown of -16.00%. There are 247 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 | CVGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CVGRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CVGRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CVGRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CVGRX vs DNVYX |
Other Mutual Funds from Calamos
The 10 most viewed Calamos mutual funds shown here include CMNIX, CSQ, CTSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 99 | 3.86% | — | May 2000 | CVGRX vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 40 | 12.33% | — | Mar 2004 | CVGRX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 54 | 22.66% | — | Mar 2011 | CVGRX vs CTSIX | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 83 | 29.45% | — | Jun 1997 | CVGRX vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 14 | 6.88% | — | Apr 2016 | CVGRX vs CPLIX | |
| Calamos Growth and Income Fund | Diversified Portfolio | 65 | 11.31% | — | Sep 1988 | CVGRX vs CVTRX | |
| Calamos Hedged Equity Fund | Options Trading | 81 | 6.93% | — | Dec 2014 | CVGRX vs CIHEX | |
| Calamos International Growth Fund | Foreign Large Cap Equities | 27 | 17.68% | — | Mar 2005 | CVGRX vs CIGIX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 83 | 1.75% | — | Aug 1999 | CVGRX vs CHYDX | |
| Calamos Global Equity Fund | Global Equities | 28 | 13.90% | — | Feb 2007 | CVGRX vs CIGEX |
Often Compared With CVGRX
Investors most often compare CVGRX with EFT, RVT, JCI. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare CVGRX with Any Fund or Stock
Compare CVGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CVGRX with funds that move differently
Calamos Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CVGRX.
Explore CVGRX Diversifiers