Wedgewood Fund (RWGIX) Alternatives
Wedgewood Fund (RWGIX) 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 RWGIX. 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 RWGIX
RWGIX charges 0.95% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among RWGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | RWGIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | RWGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | RWGIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | RWGIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | RWGIX vs TILIX |
Best Risk-Adjusted Alternatives to RWGIX
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 | 87 | Mar 6, 2020 | RWGIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | RWGIX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | RWGIX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | RWGIX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | RWGIX vs VTMGX |
Top Performing RWGIX Alternatives (YTD)
RWGIX 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... | 9.79% | Sep 28, 2018 | RWGIX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | RWGIX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | RWGIX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | RWGIX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | RWGIX vs AMRGX |
Lowest Volatility Alternatives to RWGIX
RWGIX 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 | 10.98% | Jan 10, 1991 | RWGIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | RWGIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | RWGIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | RWGIX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | RWGIX vs PROVX |
Lowest Drawdown Alternatives to RWGIX
RWGIX 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 | RWGIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | RWGIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | RWGIX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | RWGIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | RWGIX vs BBLIX |
Other Mutual Funds from RiverPark Funds
Most popular RiverPark Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | High Yield Bonds | 100 | 1.02% | Sep 30, 2010 | RWGIX vs RPHIX | |
| RiverPark Large Growth Fund | Large Cap Growth Equities | 11 | -13.34% | Sep 30, 2010 | RWGIX vs RPXIX | |
| RiverPark Strategic Income Fund | High Yield Bonds | 96 | 0.36% | Sep 30, 2013 | RWGIX vs RSIIX | |
| RiverPark Long/Short Opportunity Fund | Long-Short | 6 | -12.16% | Mar 29, 2012 | RWGIX vs RLSIX | |
| RiverPark Floating Rate CMBS Fund | Bank Loan | 98 | 0.88% | Sep 29, 2016 | RWGIX vs RCRIX |
Often Compared With RWGIX
What investors most often compare with RWGIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | RWGIX vs SPY |
Compare RWGIX with Any Fund or Stock
Compare RWGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.