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 357 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% | 4.94B | Dec 2017 | ESGEX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | ESGEX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | ESGEX vs TILIX |
Best Risk-Adjusted Alternatives to ESGEX
ESGEX has a PortfoliosLab risk / return rank of 9. There are 334 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 | ESGEX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | ESGEX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | ESGEX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | ESGEX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | ESGEX vs FOCKX |
Top Performing ESGEX Alternatives (YTD)
ESGEX is at 3.24% YTD. There are 347 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 | ESGEX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | ESGEX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | ESGEX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | ESGEX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | ESGEX vs FOCKX |
Lowest Volatility Alternatives to ESGEX
ESGEX has 15.16% 1-year volatility. There are 102 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 | ESGEX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | ESGEX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | ESGEX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | ESGEX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | ESGEX vs GQEPX |
Lowest Drawdown Alternatives to ESGEX
ESGEX has a 1-year max drawdown of -13.58%. There are 154 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 | ESGEX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ESGEX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ESGEX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ESGEX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | ESGEX vs DNVYX |
Often Compared With ESGEX
Investors most often compare ESGEX with VSGX, VXUS, VT. 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