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 202 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 | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | NGUAX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | NGUAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NGUAX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | NGUAX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | NGUAX vs VIGAX |
Best Risk-Adjusted Alternatives to NGUAX
NGUAX has a PortfoliosLab risk / return rank of 12. There are 239 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | NGUAX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | NGUAX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | NGUAX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | NGUAX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | NGUAX vs FDSSX |
Top Performing NGUAX Alternatives (YTD)
NGUAX is at 2.19% YTD. There are 259 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | NGUAX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | NGUAX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | NGUAX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | NGUAX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | NGUAX vs VPMCX |
Lowest Volatility Alternatives to NGUAX
NGUAX has 14.62% 1-year volatility. There are 69 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 | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | NGUAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | NGUAX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | NGUAX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | NGUAX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | NGUAX vs GQEPX |
Lowest Drawdown Alternatives to NGUAX
NGUAX has a 1-year max drawdown of -14.16%. There are 181 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 | 17 | 12.58% | — | Sep 1988 | NGUAX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 71 | 28.84% | — | Mar 2013 | NGUAX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 12 | 0.35% | — | Dec 2011 | NGUAX vs NLSIX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 37 | -0.16% | — | Jul 2003 | NGUAX vs NSTLX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 96 | 20.16% | — | Jan 1975 | NGUAX vs NPRTX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 11 | 8.28% | — | May 2021 | NGUAX vs NBXG | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 2.39% | — | Mar 1979 | NGUAX vs NMANX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 84 | 19.29% | — | May 2010 | NGUAX vs NINLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 65 | 11.52% | — | Mar 1994 | NGUAX vs NBSRX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 17 | 12.69% | — | Jul 1999 | NGUAX vs NBGIX |
Often Compared With NGUAX
Investors most often compare NGUAX with JNRFX, ^GSPC, BRK-B. These 20 comparison targets span 16 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