BNY Mellon Research Growth Fund, Inc. (DWOIX) 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 DWOIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DWOIX
DWOIX charges 0.78% annually. There are 180 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | DWOIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | DWOIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | DWOIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | DWOIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | DWOIX vs TILIX |
Best Risk-Adjusted Alternatives to DWOIX
DWOIX has a PortfoliosLab risk / return rank of 10. There are 313 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | DWOIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | DWOIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | DWOIX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | DWOIX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | DWOIX vs CHASX |
Top Performing DWOIX Alternatives (YTD)
DWOIX is at -2.90% YTD. There are 379 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | DWOIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | DWOIX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | DWOIX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | DWOIX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | DWOIX vs FUMIX |
Lowest Volatility Alternatives to DWOIX
DWOIX has 18.88% 1-year volatility. There are 331 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | DWOIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | DWOIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | DWOIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | DWOIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | DWOIX vs BLUEX |
Lowest Drawdown Alternatives to DWOIX
DWOIX has a 1-year max drawdown of -15.08%. There are 214 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 | DWOIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | DWOIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | DWOIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | DWOIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | DWOIX vs DNVYX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 10 | -1.77% | — | Jun 1993 | DWOIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 37 | 4.42% | — | Jun 1986 | DWOIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 48 | 8.16% | — | Dec 1992 | DWOIX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 10 | -1.30% | — | Sep 1985 | DWOIX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 53 | 8.64% | — | Nov 1994 | DWOIX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 10 | -1.70% | — | — | DWOIX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 54 | 8.00% | — | Mar 1990 | DWOIX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 10 | -1.11% | — | Oct 2001 | DWOIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 77 | 33.11% | — | Sep 1987 | DWOIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 26 | 7.57% | — | Feb 2004 | DWOIX vs TRRJX |
Often Compared With DWOIX
Investors most often compare DWOIX with FXAIX, BPTRX, FCGSX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare DWOIX with Any Fund or Stock
Compare DWOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DWOIX with funds that move differently
BNY Mellon Research Growth Fund, Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DWOIX.
Explore DWOIX Diversifiers