Ladenburg Growth Fund (LGWIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LGWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LGWIX
LGWIX charges 0.79% annually. There are 338 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | LGWIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | LGWIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | LGWIX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | LGWIX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | LGWIX vs FYMIX |
Best Risk-Adjusted Alternatives to LGWIX
LGWIX has a PortfoliosLab risk / return rank of 61. There are 286 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | LGWIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | LGWIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | LGWIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | LGWIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | LGWIX vs FSRRX |
Top Performing LGWIX Alternatives (YTD)
LGWIX is at 9.30% YTD. There are 98 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | LGWIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | LGWIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | LGWIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | LGWIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | LGWIX vs BRUFX |
Lowest Volatility Alternatives to LGWIX
LGWIX has 10.62% 1-year volatility. There are 395 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | LGWIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | LGWIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | LGWIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | LGWIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | LGWIX vs CSTAX |
Lowest Drawdown Alternatives to LGWIX
LGWIX has a 1-year max drawdown of -6.92%. There are 340 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | LGWIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | LGWIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | LGWIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | LGWIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | LGWIX vs CSTAX |
Other Mutual Funds from Ladenburg Thalmann
The 4 most viewed Ladenburg Thalmann mutual funds shown here include LOWIX, LAGIX, LNOIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ladenburg Growth & Income Fund | Diversified Portfolio | 62 | 7.51% | — | Aug 2015 | LGWIX vs LOWIX | |
| Ladenburg Aggressive Growth Fund | Diversified Portfolio | 58 | 10.61% | — | Aug 2015 | LGWIX vs LAGIX | |
| Ladenburg Income & Growth Fund | Diversified Portfolio | 54 | 4.80% | — | Aug 2015 | LGWIX vs LNOIX | |
| Ladenburg Income Fund | Diversified Portfolio | 47 | 2.59% | — | Aug 2015 | LGWIX vs LNCIX |
Often Compared With LGWIX
Investors most often compare LGWIX with AAAAX, BERIX, BWBIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LGWIX with Any Fund or Stock
Compare LGWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LGWIX with funds that move differently
Ladenburg Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LGWIX.
Explore LGWIX Diversifiers