Reynders McVeigh Core Equity Fund (ESGEX) 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 ESGEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ESGEX
ESGEX charges 1.25% annually. There are 363 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 | ESGEX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ESGEX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | ESGEX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | ESGEX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | ESGEX vs VIGAX |
Best Risk-Adjusted Alternatives to ESGEX
ESGEX has a PortfoliosLab risk / return rank of 17. There are 305 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 | ESGEX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | ESGEX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | ESGEX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | ESGEX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | ESGEX vs POGRX |
Top Performing ESGEX Alternatives (YTD)
ESGEX is at 5.05% YTD. There are 341 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 | ESGEX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | ESGEX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | ESGEX vs RYGRX | |
| Fidelity OTC Portfolio Class K | 28.33% | — | May 2008 | ESGEX vs FOCKX | |
| Fidelity OTC Portfolio | 28.25% | — | Dec 1984 | ESGEX vs FOCPX |
Lowest Volatility Alternatives to ESGEX
ESGEX has 14.32% 1-year volatility. There are 122 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 | ESGEX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | ESGEX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | ESGEX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | ESGEX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | ESGEX vs AWYIX |
Lowest Drawdown Alternatives to ESGEX
ESGEX has a 1-year max drawdown of -13.58%. There are 159 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 | ESGEX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | ESGEX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ESGEX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | ESGEX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ESGEX vs AQEIX |
Often Compared With ESGEX
Investors most often compare ESGEX with VSGX, VXUS, URTH. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare ESGEX with Any Fund or Stock
Compare ESGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ESGEX with funds that move differently
Reynders McVeigh Core Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ESGEX.
Explore ESGEX Diversifiers