BlackRock Capital Appreciation Fund (MDFGX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to MDFGX

MDFGX charges 0.97% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among MDFGX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	MDFGX vs ACIHX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	MDFGX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	MDFGX vs SWLGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	MDFGX vs VIGIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	Nov 13, 2000	MDFGX vs VIGAX

Best Risk-Adjusted Alternatives to MDFGX

Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
ONERX	One Rock Fund	87	Mar 6, 2020	MDFGX vs ONERX
ADX	Adams Diversified Equity Fund, Inc.	83	Jan 2, 1990	MDFGX vs ADX
FCGSX	Fidelity Series Growth Company Fund	82	Nov 7, 2013	MDFGX vs FCGSX
BPTRX	Baron Partners Fund	81	Apr 30, 2003	MDFGX vs BPTRX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	81	Aug 17, 1999	MDFGX vs VTMGX

Top Performing MDFGX Alternatives (YTD)

MDFGX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.79%	Sep 28, 2018	MDFGX vs GQEPX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	MDFGX vs BBLIX
EFCNX	Emerald Insights Fund	0.00%	Aug 1, 2014	MDFGX vs EFCNX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	-0.48%	Aug 17, 1999	MDFGX vs VTMGX
AMRGX	American Growth Fund Series One	-1.31%	Jul 31, 1958	MDFGX vs AMRGX

Lowest Volatility Alternatives to MDFGX

MDFGX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	10.98%	Jan 10, 1991	MDFGX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.79%	Dec 29, 2015	MDFGX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	12.40%	Jun 18, 2012	MDFGX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.43%	Sep 28, 2018	MDFGX vs GQEPX
PROVX	Provident Trust Strategy Fund	14.45%	Dec 30, 1986	MDFGX vs PROVX

Lowest Drawdown Alternatives to MDFGX

MDFGX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	MDFGX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	MDFGX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.71%	Sep 28, 2018	MDFGX vs GQEPX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	MDFGX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	MDFGX vs BBLIX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	51	-9.12%	Jan 18, 2000	MDFGX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	MDFGX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	MDFGX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	MDFGX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	46	-7.06%	Jul 30, 1993	MDFGX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	MDFGX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	MDFGX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	MDFGX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	MDFGX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	MDFGX vs BDJ

Often Compared With MDFGX

What investors most often compare with MDFGX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	29	-11.22%	Dec 1, 1973	MDFGX vs AGTHX
GWPCX	American Funds Growth Portfolio Class C	Large Cap Growth Equities	40	-8.88%	May 18, 2012	MDFGX vs GWPCX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	65	-4.01%	Jun 27, 2016	MDFGX vs VTI
USA	Liberty All-Star Equity Fund		26	-9.03%	—	MDFGX vs USA
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	17	-11.67%	Feb 28, 1992	MDFGX vs OLGAX
IJR	iShares Core S&P Small-Cap ETF	Small Cap Blend Equities	58	3.60%	May 22, 2000	MDFGX vs IJR
USXF	iShares ESG Advanced MSCI USA ETF	Large Cap Growth Equities	61	-3.92%	Jun 16, 2020	MDFGX vs USXF
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	46	-10.59%	Dec 11, 2009	MDFGX vs SCHG
MSTY	YieldMax™ MSTR Option Income Strategy ETF	Derivative Income	2	-13.58%	Feb 21, 2024	MDFGX vs MSTY
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	MDFGX vs SPY
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	74	-8.51%	Mar 15, 2001	MDFGX vs ANFFX
IOLZX	ICON Equity Fund	Large Cap Growth Equities	39	-1.68%	Oct 17, 2002	MDFGX vs IOLZX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	Large Cap Growth Equities	27	-13.04%	Oct 1, 2002	MDFGX vs TILIX
CHASX	Chase Growth Fund	Large Cap Growth Equities	78	-4.37%	Dec 2, 1997	MDFGX vs CHASX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	5	-10.06%	Jun 30, 2000	MDFGX vs GXXIX

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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BlackRock Capital Appreciation Fund

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