DWS ESG Core Equity Fund (DESGX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DESGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DESGX
DESGX charges 0.64% annually. There are 176 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | DESGX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DESGX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | DESGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | DESGX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | DESGX vs SSSYX |
Best Risk-Adjusted Alternatives to DESGX
DESGX has a PortfoliosLab risk / return rank of 84. There are 22 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | DESGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | DESGX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | DESGX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | DESGX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | DESGX vs IGIAX |
Top Performing DESGX Alternatives (YTD)
DESGX is at 12.77% YTD. There are 48 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | DESGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | DESGX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | DESGX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | DESGX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | DESGX vs FLVCX |
Lowest Volatility Alternatives to DESGX
DESGX has 13.42% 1-year volatility. There are 303 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | DESGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | DESGX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | DESGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | DESGX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | DESGX vs FSUVX |
Lowest Drawdown Alternatives to DESGX
DESGX has a 1-year max drawdown of -9.38%. There are 217 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | DESGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | DESGX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | DESGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | DESGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | DESGX vs QUERX |
Other Mutual Funds from DWS
The 10 most viewed DWS mutual funds shown here include AAAAX, KTCAX, SCDGX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund - Class A | Diversified Portfolio | 36 | 8.59% | — | Jul 2007 | DESGX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 60 | 25.26% | — | Sep 1948 | DESGX vs KTCAX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 58 | 9.23% | — | May 1929 | DESGX vs SCDGX | |
| DWS RREEF Real Assets Fund | Global Allocation | 37 | 8.70% | — | Jul 2007 | DESGX vs AAAZX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 86 | 37.85% | — | May 1996 | DESGX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 18 | 8.51% | — | Jul 1986 | DESGX vs SCOBX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 10 | 2.90% | — | Jul 2000 | DESGX vs SCGSX | |
| DWS S&P 500 Index Fund | S&P 500 | 64 | 9.65% | — | Aug 1997 | DESGX vs SCPIX | |
| DWS Global High Income Fund | High Yield Bonds | 75 | 1.59% | — | Mar 1998 | DESGX vs MGHYX | |
| DWS Equity 500 Index Fund | Large Cap Blend Equities | 65 | 9.70% | — | Dec 1992 | DESGX vs BTIIX |
Often Compared With DESGX
Investors most often compare DESGX with KDHAX, VSMPX, SCINX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare DESGX with Any Fund or Stock
Compare DESGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DESGX with funds that move differently
DWS ESG Core Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DESGX.
Explore DESGX Diversifiers