Edgewood Growth Fund (EGFIX) Alternatives
Edgewood Growth Fund (EGFIX) 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 EGFIX. 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 EGFIX
EGFIX charges 1.00% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among EGFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | EGFIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | EGFIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | EGFIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | EGFIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | EGFIX vs VIGAX |
Best Risk-Adjusted Alternatives to EGFIX
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 | EGFIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | EGFIX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | EGFIX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | EGFIX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | EGFIX vs VTMGX |
Top Performing EGFIX Alternatives (YTD)
EGFIX 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 | EGFIX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | EGFIX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | EGFIX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | EGFIX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | EGFIX vs AMRGX |
Lowest Volatility Alternatives to EGFIX
EGFIX 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 | EGFIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | EGFIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | EGFIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | EGFIX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | EGFIX vs PROVX |
Lowest Drawdown Alternatives to EGFIX
EGFIX 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 | EGFIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | EGFIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | EGFIX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | EGFIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | EGFIX vs BBLIX |
Often Compared With EGFIX
What investors most often compare with EGFIX, based on PortfoliosLab usage data.
Compare EGFIX with Any Fund or Stock
Compare EGFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.