Optimum Large Cap Growth Fund (OILGX) 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 OILGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OILGX
OILGX charges 0.89% annually. There are 236 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 | OILGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | OILGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | OILGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | OILGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | OILGX vs VIGAX |
Best Risk-Adjusted Alternatives to OILGX
OILGX has a PortfoliosLab risk / return rank of 23. There are 162 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | OILGX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | OILGX vs ONERX | |
| Chase Growth Fund | 89 | — | Dec 1997 | OILGX vs CHASX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | OILGX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | OILGX vs FOCKX |
Top Performing OILGX Alternatives (YTD)
OILGX is at 6.51% YTD. There are 220 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 | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | OILGX vs ONERX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | OILGX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | OILGX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.15% | — | Jan 2007 | OILGX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.01% | — | Feb 2017 | OILGX vs FUMIX |
Lowest Volatility Alternatives to OILGX
OILGX has 17.14% 1-year volatility. There are 223 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | OILGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | OILGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.06% | — | Dec 2015 | OILGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | OILGX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | OILGX vs GQEPX |
Lowest Drawdown Alternatives to OILGX
OILGX has a 1-year max drawdown of -15.31%. There are 222 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 | OILGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | OILGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | OILGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | OILGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | OILGX vs DNVYX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 94 | 88.77% | — | Jun 1996 | OILGX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 19.44% | — | Oct 1993 | OILGX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 1.49% | — | Jun 2000 | OILGX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 6 | 0.88% | — | Jun 2000 | OILGX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 57 | 19.73% | — | Jun 1987 | OILGX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 52 | 18.15% | — | Dec 1998 | OILGX vs DCCIX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 71 | 2.74% | — | Jan 1984 | OILGX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 34 | 7.37% | — | Sep 1998 | OILGX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 66 | 2.75% | — | Sep 1986 | OILGX vs CXHYX | |
| Delaware Opportunity Fund | Mid Cap Value Equities | 86 | 20.28% | — | Aug 1992 | OILGX vs FIUSX |
Often Compared With OILGX
Investors most often compare OILGX with VOO, SCHG, VOOG. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare OILGX with Any Fund or Stock
Compare OILGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OILGX with funds that move differently
Optimum Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OILGX.
Explore OILGX Diversifiers