Virtus Focused Growth Fund (PGWCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PGWCX
PGWCX charges 1.70% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among PGWCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | PGWCX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | PGWCX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | PGWCX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | PGWCX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | PGWCX vs VIGAX |
Best Risk-Adjusted Alternatives to PGWCX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 91 | Mar 6, 2020 | PGWCX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | Nov 7, 2013 | PGWCX vs FCGSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 87 | Aug 17, 1999 | PGWCX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 85 | Jan 2, 1990 | PGWCX vs ADX | |
| Baron Partners Fund | 84 | Apr 30, 2003 | PGWCX vs BPTRX |
Top Performing PGWCX Alternatives (YTD)
PGWCX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.54% | Sep 28, 2018 | PGWCX vs GQEPX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 2.46% | Aug 17, 1999 | PGWCX vs VTMGX | |
| ICON Equity Fund | 2.04% | Oct 17, 2002 | PGWCX vs IOLZX | |
| American Growth Fund Series One | 1.60% | Jul 31, 1958 | PGWCX vs AMRGX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | PGWCX vs BBLIX |
Lowest Volatility Alternatives to PGWCX
PGWCX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 11.01% | Jan 10, 1991 | PGWCX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.83% | Dec 29, 2015 | PGWCX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.41% | Sep 28, 2018 | PGWCX vs GQEPX | |
| Guggenheim Directional Allocation Fund | 12.61% | Jun 18, 2012 | PGWCX vs TVRIX | |
| Provident Trust Strategy Fund | 14.60% | Dec 30, 1986 | PGWCX vs PROVX |
Lowest Drawdown Alternatives to PGWCX
PGWCX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | PGWCX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.34% | Sep 28, 2018 | PGWCX vs GQEPX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | PGWCX vs TVRIX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | PGWCX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | PGWCX vs BBLIX |
Other Mutual Funds from Allianz
Most popular Allianz mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 55 | -10.77% | Dec 26, 1995 | PGWCX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 93 | 2.37% | Apr 18, 1993 | PGWCX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 69 | -1.62% | Feb 27, 2007 | PGWCX vs AZNIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 15 | -0.11% | May 8, 2000 | PGWCX vs ANVIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 47 | -4.36% | Nov 6, 1979 | PGWCX vs DRMCX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 96 | 6.02% | Dec 30, 1997 | PGWCX vs ALOIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 87 | -0.51% | Oct 3, 2011 | PGWCX vs ASHIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 59 | 2.47% | Jul 1, 2013 | PGWCX vs AZBIX | |
| Virtus NFJ Dividend Value Fund | Large Cap Value Equities | 29 | 3.76% | May 8, 2000 | PGWCX vs NFJEX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 74 | 1.85% | Dec 17, 2012 | PGWCX vs AZMIX |
Often Compared With PGWCX
What investors most often compare with PGWCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Growth Discovery Fund | Large Cap Growth Equities | 46 | -5.39% | Mar 31, 1998 | PGWCX vs FDSVX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | PGWCX vs SPY | |
| Virtus Water Fund | Energy Equities | 20 | -1.16% | Mar 30, 2008 | PGWCX vs AWTAX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 4 | -9.13% | Feb 4, 2002 | PGWCX vs RAGHX | |
| Virtus Global Small-Cap Fund | Global Equities | 1 | -5.03% | Dec 30, 1996 | PGWCX vs DGSCX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 39 | -0.20% | Feb 20, 2004 | PGWCX vs RYGRX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 8 | -7.53% | Jun 30, 2000 | PGWCX vs GXXIX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 37 | -9.78% | Oct 1, 2002 | PGWCX vs TILIX |
Compare PGWCX with Any Fund or Stock
Compare PGWCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.