GreenFi Redwood Fund (REDWX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with REDWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to REDWX
REDWX charges 2.50% annually. There are 387 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | REDWX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | REDWX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | REDWX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | REDWX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | REDWX vs WBREOX |
Best Risk-Adjusted Alternatives to REDWX
REDWX has a PortfoliosLab risk / return rank of 37. There are 320 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | REDWX vs SVPFX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 95 | — | Feb 2004 | REDWX vs GTLOX | |
| Davis New York Venture Fund | 95 | — | Feb 1969 | REDWX vs NYVTX | |
| Vanguard PRIMECAP Core Fund | 94 | 18.10B | Dec 2004 | REDWX vs VPCCX | |
| Pin Oak Equity | 94 | — | Aug 1992 | REDWX vs POGSX |
Top Performing REDWX Alternatives (YTD)
REDWX is at 10.04% YTD. There are 269 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 25.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 25.49% | 18.10B | Dec 2004 | REDWX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.38% | — | Dec 2018 | REDWX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 23.81% | — | Nov 2004 | REDWX vs POGRX | |
| Integrity ESG Growth & Income Fund | 23.36% | — | Jan 1995 | REDWX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.30% | — | Dec 2015 | REDWX vs RESGX |
Lowest Volatility Alternatives to REDWX
REDWX has 13.67% 1-year volatility. There are 290 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | REDWX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.18% | — | Jul 2012 | REDWX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.20% | — | Jul 2012 | REDWX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.82% | — | Aug 2018 | REDWX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.31% | — | Feb 2012 | REDWX vs SILVX |
Lowest Drawdown Alternatives to REDWX
REDWX has a 1-year max drawdown of -13.47%. There are 367 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | REDWX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | REDWX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | REDWX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | REDWX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | REDWX vs AMFEX |
Often Compared With REDWX
Investors most often compare REDWX with VTSAX, VOO, AMIGX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare REDWX with Any Fund or Stock
Compare REDWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair REDWX with funds that move differently
GreenFi Redwood Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to REDWX.
Explore REDWX Diversifiers