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 339 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 | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | LGWIX vs BWBIX | |
| 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 63. There are 250 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 | 97 | — | Dec 2009 | LGWIX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | LGWIX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | LGWIX vs AYBLX |
Top Performing LGWIX Alternatives (YTD)
LGWIX is at 9.47% YTD. There are 128 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | LGWIX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | LGWIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | LGWIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | LGWIX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | LGWIX vs SMIFX |
Lowest Volatility Alternatives to LGWIX
LGWIX has 10.40% 1-year volatility. There are 396 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | LGWIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | LGWIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | LGWIX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | LGWIX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | LGWIX vs CSTAX |
Lowest Drawdown Alternatives to LGWIX
LGWIX has a 1-year max drawdown of -6.92%. There are 342 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | LGWIX vs FSRKX | |
| 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 |
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 | 7.88% | — | Aug 2015 | LGWIX vs LOWIX | |
| Ladenburg Aggressive Growth Fund | Diversified Portfolio | 59 | 10.71% | — | Aug 2015 | LGWIX vs LAGIX | |
| Ladenburg Income & Growth Fund | Diversified Portfolio | 58 | 5.33% | — | Aug 2015 | LGWIX vs LNOIX | |
| Ladenburg Income Fund | Diversified Portfolio | 54 | 3.22% | — | Aug 2015 | LGWIX vs LNCIX |
Often Compared With LGWIX
Investors most often compare LGWIX with AAAAX, BERIX, SIFAX. These 15 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