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 0.01%.
| 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% | 4.90B | Dec 2017 | EWMCX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | EWMCX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | EWMCX vs VIGAX |
Best Risk-Adjusted Alternatives to EWMCX
EWMCX has a PortfoliosLab risk / return rank of 38. There are 112 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | EWMCX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | EWMCX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | EWMCX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | EWMCX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | EWMCX vs FOCPX |
Top Performing EWMCX Alternatives (YTD)
EWMCX is at 7.89% YTD. There are 166 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | EWMCX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | EWMCX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | EWMCX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | EWMCX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | EWMCX vs POGRX |
Lowest Volatility Alternatives to EWMCX
EWMCX has 14.09% 1-year volatility. There are 67 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | EWMCX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | EWMCX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | 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... | 10.42% | — | 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 IOLZX, TILIX, TVRIX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ICON Equity Fund | Large Cap Growth Equities | 85 | 30.88% | — | Oct 2002 | EWMCX vs IOLZX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 20 | 3.15% | — | Oct 2002 | EWMCX vs TILIX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 71 | 11.23% | — | Jun 2012 | EWMCX vs TVRIX | |
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 89 | 22.34% | — | Nov 2013 | EWMCX vs FCGSX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -8.03% | — | Jan 1991 | EWMCX vs BLUEX | |
| Fidelity OTC K6 Portfolio | Large Cap Growth Equities | 83 | 25.05% | — | Jun 2019 | EWMCX vs FOKFX | |
| Chase Growth Fund | Large Cap Growth Equities | 89 | 26.58% | — | Dec 1997 | EWMCX vs CHASX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 78 | 31.05% | — | Nov 2000 | EWMCX vs CTCAX |
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