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 280 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.03%	378.80B	May 1998	MDFGX vs VIGIX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	MDFGX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	MDFGX vs FSPGX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	0.05%	—	Oct 2002	MDFGX vs TILIX
VMGAX	Vanguard Mega Cap Growth Index Fund Institutional ...	0.05%	—	Apr 2008	MDFGX vs VMGAX

Best Risk-Adjusted Alternatives to MDFGX

MDFGX has a PortfoliosLab risk / return rank of 14. There are 220 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
DNVYX	Davis New York Venture Fund Class Y	91	—	Feb 1969	MDFGX vs DNVYX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	96.10B	Nov 1984	MDFGX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	84	32.70B	Nov 2001	MDFGX vs VHCAX
FDSSX	Fidelity Stock Selector All Cap Fund	80	—	Sep 1990	MDFGX vs FDSSX
FZAPX	Fidelity Advisor Stock Selector All Cap Fund Class...	80	—	Aug 2013	MDFGX vs FZAPX

Top Performing MDFGX Alternatives (YTD)

MDFGX is at 8.79% YTD. There are 100 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	29.13%	—	Mar 2020	MDFGX vs ONERX
IOLZX	ICON Equity Fund	28.55%	—	Oct 2002	MDFGX vs IOLZX
CHASX	Chase Growth Fund	22.03%	—	Dec 1997	MDFGX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	22.03%	—	Jan 2007	MDFGX vs CHAIX
GTLLX	Glenmede Quantitative U.S. Large Cap Growth Equity...	21.57%	—	Feb 2004	MDFGX vs GTLLX

Lowest Volatility Alternatives to MDFGX

MDFGX has 19.29% 1-year volatility. There are 323 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.77%	—	Sep 2019	MDFGX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.95%	—	Jan 2005	MDFGX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.24%	—	Apr 2010	MDFGX vs AWYIX
MRFOX	Marshfield Concentrated Opportunity Fund	10.40%	—	Dec 2015	MDFGX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.60%	—	Sep 2018	MDFGX vs GQEPX

Lowest Drawdown Alternatives to MDFGX

MDFGX has a 1-year max drawdown of -16.74%. There are 289 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 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	11.70%	—	Sep 2021	MDFGX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	59	10.11%	—	Jul 1993	MDFGX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	98	12.92%	—	Dec 2012	MDFGX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	67	11.31%	—	May 2011	MDFGX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	66	8.31%	—	Aug 2005	MDFGX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	28	23.72%	—	May 2000	MDFGX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund Invest...	Equity Market Neutral	97	12.73%	—	Dec 2012	MDFGX vs BDMAX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	88	16.37%	—	Nov 1988	MDFGX vs MADVX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	52	0.93%	—	Feb 2008	MDFGX vs BSIIX
BRHYX	BlackRock High Yield K	High Yield Bonds	63	1.22%	—	Jan 2001	MDFGX vs BRHYX

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	18	5.61%	—	Dec 1973	MDFGX vs AGTHX
GWPCX	American Funds Growth Portfolio Class C	Large Cap Growth Equities	30	7.97%	—	May 2012	MDFGX vs GWPCX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	78	12.18%	2.30T	May 2001	MDFGX vs VTI
USA	Liberty All-Star Equity Fund		47	2.12%	—	—	MDFGX vs USA
IJR	iShares Core S&P Small-Cap ETF	Small Cap Blend Equities	90	23.60%	109.63B	May 2000	MDFGX vs IJR
USXF	iShares ESG Advanced MSCI USA ETF	Large Cap Growth Equities	56	16.89%	1.43B	Jun 2020	MDFGX vs USXF
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	6	-1.37%	—	Feb 1994	MDFGX vs OLGAX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	39	7.11%	59.97B	Dec 2009	MDFGX vs SCHG
MSTY	YieldMax™ MSTR Option Income Strategy ETF	Derivative Income	1	-32.53%	756.67M	Feb 2024	MDFGX vs MSTY
IMANX	Iman Fund	Large Cap Growth Equities	74	16.09%	—	Jun 2000	MDFGX vs IMANX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	16	5.34%	13.90B	Feb 2004	MDFGX vs VFAIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	MDFGX vs SPY
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	74	14.19%	316.30B	Aug 1999	MDFGX vs VTMGX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio, Actively Managed	73	10.57%	—	Dec 1991	MDFGX vs FASGX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	57	9.93%	29.90B	Sep 1994	MDFGX vs VTCLX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	20	18.71%	—	Feb 2004	MDFGX vs RYGRX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	11	4.34%	—	Jun 2000	MDFGX vs GXXIX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	55	17.93%	—	Jul 1958	MDFGX vs AMRGX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	68	15.40%	—	Mar 2001	MDFGX vs ANFFX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	71	16.58%	—	Nov 2013	MDFGX vs FCGSX

Compare MDFGX with Any Fund or Stock

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

Symbol name

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