Neuberger Berman Guardian Fund (NGUAX) 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 NGUAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NGUAX
NGUAX charges 0.82% annually. There are 200 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 | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | NGUAX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NGUAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | NGUAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | NGUAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | NGUAX vs VIGAX |
Best Risk-Adjusted Alternatives to NGUAX
NGUAX has a PortfoliosLab risk / return rank of 19. There are 244 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | NGUAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | NGUAX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | NGUAX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | NGUAX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | NGUAX vs FOCPX |
Top Performing NGUAX Alternatives (YTD)
NGUAX is at 4.24% YTD. There are 258 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | NGUAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | NGUAX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | NGUAX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | NGUAX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | NGUAX vs POGRX |
Lowest Volatility Alternatives to NGUAX
NGUAX has 14.09% 1-year volatility. There are 67 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | NGUAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | NGUAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | NGUAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | NGUAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | NGUAX vs GQEPX |
Lowest Drawdown Alternatives to NGUAX
NGUAX has a 1-year max drawdown of -14.16%. There are 183 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 | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | NGUAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | NGUAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | NGUAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | NGUAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | NGUAX vs DNVYX |
Other Mutual Funds from Neuberger Berman
The 10 most viewed Neuberger Berman mutual funds shown here include NBGNX, NML, NLSIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 10 | 9.74% | — | Sep 1988 | NGUAX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 25 | 19.29% | — | Mar 2013 | NGUAX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 18 | 1.05% | — | Dec 2011 | NGUAX vs NLSIX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 33 | 0.26% | — | Jul 2003 | NGUAX vs NSTLX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 95 | 20.12% | — | Jan 1975 | NGUAX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 7 | 11.12% | — | Mar 1979 | NGUAX vs NMANX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 26 | 18.24% | — | May 2021 | NGUAX vs NBXG | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 87 | 23.42% | — | May 2010 | NGUAX vs NINLX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 11 | 9.83% | — | Jul 1999 | NGUAX vs NBGIX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 76 | 14.50% | — | Mar 1994 | NGUAX vs NBSRX |
Often Compared With NGUAX
Investors most often compare NGUAX with JNRFX, BRK-B, ^GSPC. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare NGUAX with Any Fund or Stock
Compare NGUAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NGUAX with funds that move differently
Neuberger Berman Guardian Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NGUAX.
Explore NGUAX Diversifiers