MDFGX Alternatives & Similar Mutual Funds

BlackRock Capital Appreciation Fund (MDFGX) 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 MDFGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to MDFGX

MDFGX charges 0.97% annually. There are 283 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
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	MDFGX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	5.10B	Dec 2017	MDFGX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	MDFGX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	365.00B	May 1998	MDFGX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	—	Oct 2002	MDFGX vs TILIX

Best Risk-Adjusted Alternatives to MDFGX

MDFGX has a PortfoliosLab risk / return rank of 29. There are 226 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
EFCNX	Emerald Insights Fund	98	—	Aug 2014	MDFGX vs EFCNX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	94	82.00B	Nov 1984	MDFGX vs VPMCX
POGRX	PrimeCap Odyssey Growth Fund	93	—	Nov 2004	MDFGX vs POGRX
FOCKX	Fidelity OTC Portfolio Class K	93	—	May 2008	MDFGX vs FOCKX
FOCPX	Fidelity OTC Portfolio	92	—	Dec 1984	MDFGX vs FOCPX

Top Performing MDFGX Alternatives (YTD)

MDFGX is at 15.64% YTD. There are 65 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	61.66%	—	Mar 2020	MDFGX vs ONERX
CTCAX	Columbia Global Technology Growth Fund Class A	30.14%	—	Nov 2000	MDFGX vs CTCAX
RYGRX	Rydex S&P 500 Pure Growth Fund	28.96%	—	Feb 2004	MDFGX vs RYGRX
FOKFX	Fidelity OTC K6 Portfolio	26.86%	—	Jun 2019	MDFGX vs FOKFX
FOCKX	Fidelity OTC Portfolio Class K	26.69%	—	May 2008	MDFGX vs FOCKX

Lowest Volatility Alternatives to MDFGX

MDFGX has 17.36% 1-year volatility. There are 329 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	7.88%	—	Sep 2019	MDFGX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.26%	—	Jan 2005	MDFGX vs MEIFX
EFCNX	Emerald Insights Fund	9.29%	—	Aug 2014	MDFGX vs EFCNX
MRFOX	Marshfield Concentrated Opportunity Fund	9.78%	—	Dec 2015	MDFGX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	9.90%	—	Apr 2010	MDFGX vs AWYIX

Lowest Drawdown Alternatives to MDFGX

MDFGX has a 1-year max drawdown of -16.74%. There are 296 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
EFCNX	Emerald Insights Fund	-2.90%	—	Aug 2014	MDFGX vs EFCNX
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	MDFGX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	MDFGX vs MEIFX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-6.77%	—	Sep 2018	MDFGX vs GQEPX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	MDFGX vs AQEIX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	76	20.81%	—	Jan 2000	MDFGX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	4	-5.11%	13.70B	Feb 2004	MDFGX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	81	5.85%	11.90B	Sep 1994	MDFGX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	70	11.07%	28.60B	Sep 1994	MDFGX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	74	11.54%	—	Jul 1993	MDFGX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	32	12.58%	—	Sep 2021	MDFGX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	12.57%	—	May 2011	MDFGX vs LIVIX
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	91	12.00%	—	Dec 2012	MDFGX vs BDMIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	76	11.37%	—	Dec 1991	MDFGX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	67	14.60%	—	Jul 2010	MDFGX vs ASFYX

Often Compared With MDFGX

Investors most often compare MDFGX with GWPCX, AGTHX, VTI. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GWPCX	American Funds Growth Portfolio Class C	Large Cap Growth Equities	45	10.95%	—	May 2012	MDFGX vs GWPCX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	36	10.45%	—	Dec 1973	MDFGX vs AGTHX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	74	12.01%	2.20T	May 2001	MDFGX vs VTI
USA	Liberty All-Star Equity Fund		32	-1.61%	—	—	MDFGX vs USA
IJR	iShares Core S&P Small-Cap ETF	Small Cap Blend Equities	64	16.42%	103.49B	May 2000	MDFGX vs IJR
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	18	7.03%	—	Feb 1992	MDFGX vs OLGAX
USXF	iShares ESG Advanced MSCI USA ETF	Large Cap Growth Equities	71	21.38%	1.50B	Jun 2020	MDFGX vs USXF
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	43	7.74%	61.08B	Dec 2009	MDFGX vs SCHG
MSTY	YieldMax™ MSTR Option Income Strategy ETF	Derivative Income	2	-8.55%	1.29B	Feb 2024	MDFGX vs MSTY
SPY	State Street SPDR S&P 500 ETF	S&P 500	75	11.69%	781.00B	Jan 1993	MDFGX vs SPY
IMANX	Iman Fund	Large Cap Growth Equities	87	20.99%	—	Jun 2000	MDFGX vs IMANX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Large Cap Growth Equities, Foreign Large Cap Equities	55	15.59%	304.30B	Aug 1999	MDFGX vs VTMGX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	34	16.33%	—	Jul 1958	MDFGX vs AMRGX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	91	23.84%	—	Nov 2013	MDFGX vs FCGSX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	34	1.03%	—	Apr 2003	MDFGX vs BPTRX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	12	5.86%	—	Jun 2000	MDFGX vs GXXIX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	76	11.62%	—	Jun 2012	MDFGX vs TVRIX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	89	22.83%	—	Mar 2001	MDFGX vs ANFFX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	21	0.03%	—	Aug 2005	MDFGX vs BDJ
CHASX	Chase Growth Fund	Large Cap Growth Equities	90	25.95%	—	Dec 1997	MDFGX vs CHASX

Compare MDFGX with Any Fund or Stock

Compare MDFGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair MDFGX with funds that move differently

BlackRock Capital Appreciation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MDFGX.

Explore MDFGX Diversifiers

BlackRock Capital Appreciation Fund (MDFGX) Alternatives