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 407 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PGWCX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | PGWCX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | PGWCX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | PGWCX vs VIGAX |
Best Risk-Adjusted Alternatives to PGWCX
PGWCX has a PortfoliosLab risk / return rank of 21. There are 253 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | PGWCX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | PGWCX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | PGWCX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | PGWCX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | PGWCX vs POGRX |
Top Performing PGWCX Alternatives (YTD)
PGWCX is at 5.34% YTD. There are 305 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 63.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 63.96% | — | Mar 2020 | PGWCX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.99% | — | Nov 2000 | PGWCX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.30% | — | Feb 2004 | PGWCX vs RYGRX | |
| Fidelity OTC Portfolio Class K | 28.33% | — | May 2008 | PGWCX vs FOCKX | |
| Fidelity OTC Portfolio | 28.25% | — | Dec 1984 | PGWCX vs FOCPX |
Lowest Volatility Alternatives to PGWCX
PGWCX has 16.40% 1-year volatility. There are 286 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | PGWCX vs BBLIX | |
| Emerald Insights Fund | 9.18% | — | Aug 2014 | PGWCX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.39% | — | Jan 2005 | PGWCX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | PGWCX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | PGWCX vs AWYIX |
Lowest Drawdown Alternatives to PGWCX
PGWCX has a 1-year max drawdown of -16.31%. There are 268 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | PGWCX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | PGWCX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PGWCX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | PGWCX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PGWCX vs AQEIX |
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 | 61 | 29.93% | — | Dec 1995 | PGWCX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 91 | 21.03% | — | Apr 1993 | PGWCX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 71 | 9.93% | — | Feb 2007 | PGWCX vs AZNIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 19 | 13.90% | — | Nov 1979 | PGWCX vs DRMCX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 54 | 17.18% | — | Jul 2013 | PGWCX vs AZBIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 44 | 12.52% | — | May 2000 | PGWCX vs ANVIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 79 | 14.40% | — | Dec 1997 | PGWCX vs ALOIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 81 | 1.60% | — | Oct 2011 | PGWCX vs ASHIX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 81 | 26.14% | — | Dec 2012 | PGWCX vs AZMIX | |
| Virtus Water Fund | Energy Equities | 3 | -3.21% | — | Mar 2008 | PGWCX vs AWTAX |
Often Compared With PGWCX
Investors most often compare PGWCX with FDSVX, SPY, DGSCX. 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