Schwab Select Large Cap Growth Fund (LGILX) 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 LGILX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LGILX
LGILX charges 0.71% annually. There are 140 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 | LGILX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | LGILX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | LGILX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | LGILX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | LGILX vs VIGAX |
Best Risk-Adjusted Alternatives to LGILX
LGILX has a PortfoliosLab risk / return rank of 4. There are 388 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 | LGILX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | LGILX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | LGILX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | LGILX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | LGILX vs FOCPX |
Top Performing LGILX Alternatives (YTD)
LGILX is at 5.03% YTD. There are 235 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 | LGILX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | LGILX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | LGILX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | LGILX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | LGILX vs POGRX |
Lowest Volatility Alternatives to LGILX
LGILX has 22.04% 1-year volatility. There are 379 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 | LGILX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | LGILX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | LGILX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | LGILX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | LGILX vs GQEPX |
Lowest Drawdown Alternatives to LGILX
LGILX has a 1-year max drawdown of -26.18%. There are 407 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 | LGILX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | LGILX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | LGILX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | LGILX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | LGILX vs DNVYX |
Other Mutual Funds from Charles Schwab
The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 8 categories. AUM among these funds goes as high as $248B.
Often Compared With LGILX
Investors most often compare LGILX with SWOBX, VOO, QQQ. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare LGILX with Any Fund or Stock
Compare LGILX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LGILX with funds that move differently
Schwab Select Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LGILX.
Explore LGILX Diversifiers