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 a closer substitute for your current allocation.
Cheapest Alternatives to EGFIX
EGFIX charges 1.00% annually. There are 296 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 | EGFIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | EGFIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | EGFIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | EGFIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | EGFIX vs VIGAX |
Best Risk-Adjusted Alternatives to EGFIX
EGFIX has a PortfoliosLab risk / return rank of 4. There are 406 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | EGFIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | EGFIX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | EGFIX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | EGFIX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | EGFIX vs POGRX |
Top Performing EGFIX Alternatives (YTD)
EGFIX is at -1.55% YTD. There are 407 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | EGFIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | EGFIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | EGFIX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | EGFIX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | EGFIX vs FOKFX |
Lowest Volatility Alternatives to EGFIX
EGFIX has 17.41% 1-year volatility. There are 331 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | EGFIX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | EGFIX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | EGFIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | EGFIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | EGFIX vs AWYIX |
Lowest Drawdown Alternatives to EGFIX
EGFIX has a 1-year max drawdown of -18.32%. There are 356 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | EGFIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | EGFIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | EGFIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | EGFIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | EGFIX vs AQEIX |
Often Compared With EGFIX
Investors most often compare EGFIX with VOO, VADGX, FDGRX. These 20 comparison targets span 7 categories, 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.
Pair EGFIX with funds that move differently
Edgewood Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EGFIX.
Explore EGFIX Diversifiers