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 278 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% | 5.10B | Dec 2017 | EWMCX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | EWMCX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | EWMCX vs TILIX |
Best Risk-Adjusted Alternatives to EWMCX
EWMCX has a PortfoliosLab risk / return rank of 38. There are 145 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | EWMCX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | EWMCX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | EWMCX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | EWMCX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | EWMCX vs POGRX |
Top Performing EWMCX Alternatives (YTD)
EWMCX is at 8.35% YTD. There are 252 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | EWMCX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | EWMCX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | EWMCX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | EWMCX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | EWMCX vs FOKFX |
Lowest Volatility Alternatives to EWMCX
EWMCX has 13.63% 1-year volatility. There are 85 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | EWMCX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | EWMCX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | EWMCX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | EWMCX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | EWMCX vs AWYIX |
Lowest Drawdown Alternatives to EWMCX
EWMCX has a 1-year max drawdown of -10.38%. There are 42 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | EWMCX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | EWMCX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | EWMCX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | EWMCX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | EWMCX vs AQEIX |
Often Compared With EWMCX
Investors most often compare EWMCX with FCGSX, TVRIX, BLUEX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 91 | 23.92% | — | Nov 2013 | EWMCX vs FCGSX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 76 | 11.62% | — | Jun 2012 | EWMCX vs TVRIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -6.58% | — | Jan 1991 | EWMCX vs BLUEX | |
| Chase Growth Fund | Large Cap Growth Equities | 90 | 26.84% | — | Dec 1997 | EWMCX vs CHASX | |
| Vanguard Growth Index Fund Admiral Shares | Large Cap Growth Equities | 34 | 10.82% | 365.00B | Nov 2000 | EWMCX vs VIGAX |
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