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 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
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%	4.94B	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%	393.80B	May 1998	MDFGX vs VIGIX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	0.05%	—	Oct 2002	MDFGX vs TILIX

Best Risk-Adjusted Alternatives to MDFGX

MDFGX has a PortfoliosLab risk / return rank of 18. There are 232 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	91	92.00B	Nov 1984	MDFGX vs VPMCX
CHAIX	Chase Growth Fund Institutional Class	90	—	Jan 2007	MDFGX vs CHAIX
CHASX	Chase Growth Fund	89	—	Dec 1997	MDFGX vs CHASX
ONERX	One Rock Fund	89	—	Mar 2020	MDFGX vs ONERX
FCGSX	Fidelity Series Growth Company Fund	88	—	Nov 2013	MDFGX vs FCGSX

Top Performing MDFGX Alternatives (YTD)

MDFGX is at 11.44% YTD. There are 111 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	61.33%	—	Mar 2020	MDFGX vs ONERX
RYGRX	Rydex S&P 500 Pure Growth Fund	29.02%	—	Feb 2004	MDFGX vs RYGRX
IOLZX	ICON Equity Fund	28.44%	—	Oct 2002	MDFGX vs IOLZX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	27.33%	—	Feb 2017	MDFGX vs FUMIX
CHASX	Chase Growth Fund	26.84%	—	Dec 1997	MDFGX vs CHASX

Lowest Volatility Alternatives to MDFGX

MDFGX has 18.57% 1-year volatility. There are 320 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.86%	—	Sep 2019	MDFGX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.73%	—	Jan 2005	MDFGX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	10.02%	—	Dec 2015	MDFGX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	10.18%	—	Apr 2010	MDFGX vs AWYIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.65%	—	Sep 2018	MDFGX vs GQEPX

Lowest Drawdown Alternatives to MDFGX

MDFGX has a 1-year max drawdown of -16.74%. There are 288 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
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
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	MDFGX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	MDFGX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	MDFGX vs DNVYX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	39	15.10%	—	Sep 2021	MDFGX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	65	11.33%	—	Jul 1993	MDFGX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	96	11.25%	—	Dec 2012	MDFGX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	64	12.43%	—	May 2011	MDFGX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	73	11.70%	—	Dec 1991	MDFGX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	51	9.56%	—	Jul 2010	MDFGX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	41	5.97%	—	Aug 2005	MDFGX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	50	34.57%	—	Apr 2000	MDFGX vs BGSAX
FFANX	Fidelity Asset Manager 40% Fund	Diversified Portfolio	72	6.74%	—	Oct 2007	MDFGX vs FFANX
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	72	13.91%	—	Sep 1999	MDFGX vs FAMRX

Often Compared With MDFGX

Investors most often compare MDFGX with AGTHX, GWPCX, VTI. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	23	8.89%	—	Dec 1973	MDFGX vs AGTHX
GWPCX	American Funds Growth Portfolio Class C	Large Cap Growth Equities	33	10.33%	—	May 2012	MDFGX vs GWPCX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	66	10.96%	2.30T	May 2001	MDFGX vs VTI
USA	Liberty All-Star Equity Fund		33	0.24%	—	—	MDFGX vs USA
IJR	iShares Core S&P Small-Cap ETF	Small Cap Blend Equities	72	21.20%	109.39B	May 2000	MDFGX vs IJR
USXF	iShares ESG Advanced MSCI USA ETF	Large Cap Growth Equities	55	17.64%	1.46B	Jun 2020	MDFGX vs USXF
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	12	4.78%	—	Feb 1994	MDFGX vs OLGAX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	33	5.60%	60.56B	Dec 2009	MDFGX vs SCHG
MSTY	YieldMax™ MSTR Option Income Strategy ETF	Derivative Income	1	-35.55%	738.12M	Feb 2024	MDFGX vs MSTY
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	9	3.24%	13.50B	Feb 2004	MDFGX vs VFAIX
IMANX	Iman Fund	Large Cap Growth Equities	81	19.73%	—	Jun 2000	MDFGX vs IMANX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	MDFGX vs SPY
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	54	14.29%	317.30B	Aug 1999	MDFGX vs VTMGX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	11	4.85%	—	Jun 2000	MDFGX vs GXXIX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	64	11.28%	30.00B	Sep 1994	MDFGX vs VTCLX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	80	20.02%	—	Mar 2001	MDFGX vs ANFFX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	45	17.64%	—	Jul 1958	MDFGX vs AMRGX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	63	10.73%	—	Jun 2012	MDFGX vs TVRIX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	67	6.99%	—	Apr 2003	MDFGX vs BPTRX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio, Municipal Bonds	76	6.01%	12.30B	Sep 1994	MDFGX vs VTMFX

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