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 293 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% | 4.90B | Dec 2017 | EGFIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | EGFIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | EGFIX vs TILIX |
Best Risk-Adjusted Alternatives to EGFIX
EGFIX has a PortfoliosLab risk / return rank of 2. There are 402 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | EGFIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | EGFIX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | EGFIX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | EGFIX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | EGFIX vs CHASX |
Top Performing EGFIX Alternatives (YTD)
EGFIX is at -7.14% YTD. There are 398 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | EGFIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | EGFIX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | EGFIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | EGFIX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | EGFIX vs FTQGX |
Lowest Volatility Alternatives to EGFIX
EGFIX has 18.13% 1-year volatility. There are 312 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | EGFIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | EGFIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | EGFIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | EGFIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | EGFIX vs BLUEX |
Lowest Drawdown Alternatives to EGFIX
EGFIX has a 1-year max drawdown of -18.32%. There are 351 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