Evercore Equity Fund (EWMCX) 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 EWMCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EWMCX
EWMCX charges 0.96% annually. There are 272 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 | EWMCX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | EWMCX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | EWMCX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | EWMCX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | EWMCX vs VRGWX |
Best Risk-Adjusted Alternatives to EWMCX
EWMCX has a PortfoliosLab risk / return rank of 35. There are 115 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | EWMCX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | EWMCX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | EWMCX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | EWMCX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | EWMCX vs FCGSX |
Top Performing EWMCX Alternatives (YTD)
EWMCX is at 9.83% YTD. There are 140 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 | EWMCX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | EWMCX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | EWMCX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | EWMCX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | EWMCX vs CHASX |
Lowest Volatility Alternatives to EWMCX
EWMCX has 13.97% 1-year volatility. There are 64 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | EWMCX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | EWMCX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | EWMCX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | EWMCX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | EWMCX vs GQEPX |
Lowest Drawdown Alternatives to EWMCX
EWMCX has a 1-year max drawdown of -10.38%. There are 39 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 | EWMCX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | EWMCX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | EWMCX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | EWMCX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | EWMCX vs DNVYX |
Often Compared With EWMCX
Investors most often compare EWMCX with FOCKX, TILIX, TVRIX. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare EWMCX with Any Fund or Stock
Compare EWMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EWMCX with funds that move differently
Evercore Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EWMCX.
Explore EWMCX Diversifiers