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 273 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | EWMCX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | EWMCX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | EWMCX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | EWMCX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | EWMCX vs VIGAX |
Best Risk-Adjusted Alternatives to EWMCX
EWMCX has a PortfoliosLab risk / return rank of 32. There are 84 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 | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | EWMCX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | EWMCX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | EWMCX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | EWMCX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | EWMCX vs FDSSX |
Top Performing EWMCX Alternatives (YTD)
EWMCX is at 9.73% YTD. There are 64 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | EWMCX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | EWMCX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | EWMCX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | EWMCX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | EWMCX vs VPMCX |
Lowest Volatility Alternatives to EWMCX
EWMCX has 14.10% 1-year volatility. There are 54 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | EWMCX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | EWMCX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | EWMCX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | EWMCX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | EWMCX vs GQEPX |
Lowest Drawdown Alternatives to EWMCX
EWMCX has a 1-year max drawdown of -10.38%. There are 37 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, FCGSX, RYGRX. These 13 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