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 179 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% | 4.94B | 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 | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | DWOIX vs TILIX |
Best Risk-Adjusted Alternatives to DWOIX
DWOIX has a PortfoliosLab risk / return rank of 19. There are 198 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | DWOIX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | DWOIX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | DWOIX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | DWOIX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | DWOIX vs FOCKX |
Top Performing DWOIX Alternatives (YTD)
DWOIX is at 7.54% YTD. There are 201 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | DWOIX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | DWOIX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | DWOIX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | DWOIX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | DWOIX vs FOCKX |
Lowest Volatility Alternatives to DWOIX
DWOIX has 17.04% 1-year volatility. There are 206 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | DWOIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | DWOIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | DWOIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | DWOIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | DWOIX vs GQEPX |
Lowest Drawdown Alternatives to DWOIX
DWOIX has a 1-year max drawdown of -15.08%. There are 213 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 | 11 | 2.13% | — | Jun 1993 | DWOIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 54 | 7.41% | — | Jun 1986 | DWOIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 68 | 10.30% | — | Dec 1992 | DWOIX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 65 | 11.48% | — | Nov 1994 | DWOIX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 11 | 2.21% | — | — | DWOIX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 1.33% | — | Sep 1985 | DWOIX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 67 | 11.19% | — | Mar 1990 | DWOIX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.93% | — | Oct 2001 | DWOIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 51 | 25.22% | — | Sep 1987 | DWOIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 9.07% | — | Feb 2004 | DWOIX vs TRRJX |
Often Compared With DWOIX
Investors most often compare DWOIX with FXAIX, RYGRX, BPTRX. These 20 comparison targets span 9 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