Reynders McVeigh Core Equity Fund (ESGEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ESGEX
ESGEX charges 1.25% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among ESGEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | ESGEX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | ESGEX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | ESGEX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | ESGEX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | ESGEX vs TILIX |
Best Risk-Adjusted Alternatives to ESGEX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 91 | Mar 6, 2020 | ESGEX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | Nov 7, 2013 | ESGEX vs FCGSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 87 | Aug 17, 1999 | ESGEX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 85 | Jan 2, 1990 | ESGEX vs ADX | |
| Baron Partners Fund | 84 | Apr 30, 2003 | ESGEX vs BPTRX |
Top Performing ESGEX Alternatives (YTD)
ESGEX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.54% | Sep 28, 2018 | ESGEX vs GQEPX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 2.46% | Aug 17, 1999 | ESGEX vs VTMGX | |
| ICON Equity Fund | 2.04% | Oct 17, 2002 | ESGEX vs IOLZX | |
| American Growth Fund Series One | 1.60% | Jul 31, 1958 | ESGEX vs AMRGX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | ESGEX vs BBLIX |
Lowest Volatility Alternatives to ESGEX
ESGEX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 11.01% | Jan 10, 1991 | ESGEX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.83% | Dec 29, 2015 | ESGEX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.41% | Sep 28, 2018 | ESGEX vs GQEPX | |
| Guggenheim Directional Allocation Fund | 12.61% | Jun 18, 2012 | ESGEX vs TVRIX | |
| Provident Trust Strategy Fund | 14.60% | Dec 30, 1986 | ESGEX vs PROVX |
Lowest Drawdown Alternatives to ESGEX
ESGEX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | ESGEX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.34% | Sep 28, 2018 | ESGEX vs GQEPX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | ESGEX vs TVRIX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | ESGEX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | ESGEX vs BBLIX |
Often Compared With ESGEX
What investors most often compare with ESGEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard ESG International Stock ETF | Foreign Large Cap Equities, ESG | 78 | 2.12% | Sep 18, 2018 | ESGEX vs VSGX | |
| Vanguard Total International Stock ETF | Foreign Large Cap Equities | 85 | 3.51% | Jan 26, 2011 | ESGEX vs VXUS | |
| Vanguard Total World Stock ETF | Global Equities | 74 | -0.74% | Jun 24, 2008 | ESGEX vs VT | |
| Vanguard FTSE Emerging Markets ETF | Emerging Markets Equities | 70 | 0.84% | Mar 4, 2005 | ESGEX vs VWO | |
| iShares MSCI World ETF | Large Cap Growth Equities | 68 | -2.13% | Jan 10, 2012 | ESGEX vs URTH | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 59 | -3.29% | Jun 27, 2016 | ESGEX vs VTI | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 8 | -7.53% | Jun 30, 2000 | ESGEX vs GXXIX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 39 | -0.20% | Feb 20, 2004 | ESGEX vs RYGRX |
Compare ESGEX with Any Fund or Stock
Compare ESGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.