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 a closer substitute for your current allocation.
Cheapest Alternatives to RWGIX
RWGIX charges 0.95% annually. There are 266 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | RWGIX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | RWGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | RWGIX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | RWGIX vs TILIX | |
| Vanguard Mega Cap Growth Index Fund Institutional ... | 0.05% | — | Apr 2008 | RWGIX vs VMGAX |
Best Risk-Adjusted Alternatives to RWGIX
RWGIX has a PortfoliosLab risk / return rank of 10. There are 263 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | RWGIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | RWGIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | RWGIX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | RWGIX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | RWGIX vs FZAPX |
Top Performing RWGIX Alternatives (YTD)
RWGIX is at 4.48% YTD. There are 230 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | RWGIX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | RWGIX vs IOLZX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | RWGIX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | RWGIX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | RWGIX vs GTLLX |
Lowest Volatility Alternatives to RWGIX
RWGIX has 13.90% 1-year volatility. There are 49 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | RWGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | RWGIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | RWGIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | RWGIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | RWGIX vs GQEPX |
Lowest Drawdown Alternatives to RWGIX
RWGIX has a 1-year max drawdown of -12.05%. There are 97 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 | RWGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | RWGIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | RWGIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | RWGIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | RWGIX vs DNVYX |
Other Mutual Funds from RiverPark Funds
The 5 most viewed RiverPark Funds mutual funds shown here include RPHIX, RSIIX, RPXIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | High Yield Bonds | 99 | 1.83% | — | Sep 2010 | RWGIX vs RPHIX | |
| RiverPark Strategic Income Fund | High Yield Bonds | 65 | 2.20% | — | Sep 2013 | RWGIX vs RSIIX | |
| RiverPark Large Growth Fund | Large Cap Growth Equities | 9 | 1.44% | — | Sep 2010 | RWGIX vs RPXIX | |
| RiverPark Floating Rate CMBS Fund | Bank Loan | 99 | 2.20% | — | Sep 2016 | RWGIX vs RCRIX | |
| RiverPark Long/Short Opportunity Fund | Long-Short | 5 | -2.26% | — | Mar 2012 | RWGIX vs RLSIX |
Often Compared With RWGIX
Investors most often compare RWGIX with SPY, BLUEX, FOCKX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare RWGIX with Any Fund or Stock
Compare RWGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RWGIX with funds that move differently
Wedgewood Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RWGIX.
Explore RWGIX Diversifiers