Virtus Focused Growth Fund (PGWCX) 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 PGWCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGWCX
PGWCX charges 1.70% annually. There are 403 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 | PGWCX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | PGWCX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PGWCX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | PGWCX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | PGWCX vs TILIX |
Best Risk-Adjusted Alternatives to PGWCX
PGWCX has a PortfoliosLab risk / return rank of 12. There are 281 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | PGWCX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | PGWCX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | PGWCX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | PGWCX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | PGWCX vs CHASX |
Top Performing PGWCX Alternatives (YTD)
PGWCX is at -0.41% YTD. There are 341 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | PGWCX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | PGWCX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | PGWCX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | PGWCX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | PGWCX vs FUMIX |
Lowest Volatility Alternatives to PGWCX
PGWCX has 17.38% 1-year volatility. There are 265 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | PGWCX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | PGWCX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | PGWCX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | PGWCX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | PGWCX vs BLUEX |
Lowest Drawdown Alternatives to PGWCX
PGWCX has a 1-year max drawdown of -16.31%. There are 265 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 | PGWCX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PGWCX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PGWCX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | PGWCX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | PGWCX vs DNVYX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, AZNIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 41 | 21.19% | — | Dec 1995 | PGWCX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 90 | 19.49% | — | Apr 1993 | PGWCX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 66 | 8.60% | — | Feb 2007 | PGWCX vs AZNIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 74 | 20.50% | — | Jul 2013 | PGWCX vs AZBIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 16 | 13.40% | — | Nov 1979 | PGWCX vs DRMCX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 79 | 11.89% | — | Dec 1997 | PGWCX vs ALOIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 44 | 12.67% | — | May 2000 | PGWCX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 79 | 1.45% | — | Oct 2011 | PGWCX vs ASHIX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 6 | -6.27% | — | Feb 2002 | PGWCX vs RAGHX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 70 | 23.18% | — | Dec 2012 | PGWCX vs AZMIX |
Often Compared With PGWCX
Investors most often compare PGWCX with FDSVX, AWTAX, SPY. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare PGWCX with Any Fund or Stock
Compare PGWCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGWCX with funds that move differently
Virtus Focused Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGWCX.
Explore PGWCX Diversifiers