Calamos Growth Fund (CVGRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CVGRX
CVGRX charges 1.28% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among CVGRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | CVGRX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | CVGRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | CVGRX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | CVGRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | CVGRX vs VIGAX |
Best Risk-Adjusted Alternatives to CVGRX
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 | 87 | Mar 6, 2020 | CVGRX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | CVGRX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | CVGRX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | CVGRX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | CVGRX vs VTMGX |
Top Performing CVGRX Alternatives (YTD)
CVGRX 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... | 9.79% | Sep 28, 2018 | CVGRX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | CVGRX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | CVGRX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | CVGRX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | CVGRX vs AMRGX |
Lowest Volatility Alternatives to CVGRX
CVGRX 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 | 10.98% | Jan 10, 1991 | CVGRX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | CVGRX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | CVGRX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | CVGRX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | CVGRX vs PROVX |
Lowest Drawdown Alternatives to CVGRX
CVGRX 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 | CVGRX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | CVGRX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | CVGRX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | CVGRX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | CVGRX vs BBLIX |
Other Mutual Funds from Calamos
Most popular Calamos mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 90 | -0.07% | May 10, 2000 | CVGRX vs CMNIX | ||
| Calamos Growth and Income Fund | Diversified Portfolio | 56 | -6.56% | Sep 21, 1988 | CVGRX vs CVTRX | |
| Calamos Phineus Long/Short Fund | Long-Short | 13 | -4.56% | Apr 4, 2016 | CVGRX vs CPLIX | |
| Calamos Strategic Total Return Fund | Diversified Portfolio | 29 | -9.64% | Mar 26, 2004 | CVGRX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 79 | -4.77% | Mar 23, 2011 | CVGRX vs CTSIX | |
| Calamos Global Equity Fund | Global Equities | 47 | -5.78% | Feb 28, 2007 | CVGRX vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 85 | -0.47% | Aug 2, 1999 | CVGRX vs CHYDX | |
| Calamos Hedged Equity Fund | Options Trading | 67 | -3.54% | Dec 30, 2014 | CVGRX vs CIHEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 69 | -2.05% | May 28, 2003 | CVGRX vs CHY | |
| Calamos Convertible Fund | Preferred Stock/Convertible Bonds | 84 | 0.22% | Jun 21, 1985 | CVGRX vs CCVIX |
Often Compared With CVGRX
What investors most often compare with CVGRX, 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.