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 292 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | EGFIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | EGFIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | EGFIX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | EGFIX vs TILIX |
Best Risk-Adjusted Alternatives to EGFIX
EGFIX has a PortfoliosLab risk / return rank of 3. There are 401 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 | EGFIX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | EGFIX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | EGFIX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | EGFIX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | EGFIX vs FOCKX |
Top Performing EGFIX Alternatives (YTD)
EGFIX is at -2.62% YTD. There are 400 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 | EGFIX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | EGFIX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | EGFIX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | EGFIX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | EGFIX vs FOCKX |
Lowest Volatility Alternatives to EGFIX
EGFIX has 18.19% 1-year volatility. There are 299 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 | EGFIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | EGFIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | EGFIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | EGFIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | EGFIX vs GQEPX |
Lowest Drawdown Alternatives to EGFIX
EGFIX has a 1-year max drawdown of -18.32%. There are 350 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 | EGFIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | EGFIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | EGFIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | EGFIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | EGFIX vs DNVYX |
Often Compared With EGFIX
Investors most often compare EGFIX with VADGX, VOO, FDGRX. These 20 comparison targets span 10 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