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 272 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 | RWGIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | RWGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | RWGIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | RWGIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | RWGIX vs VIGAX |
Best Risk-Adjusted Alternatives to RWGIX
RWGIX has a PortfoliosLab risk / return rank of 11. There are 363 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | RWGIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | RWGIX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | RWGIX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | RWGIX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | RWGIX vs POGRX |
Top Performing RWGIX Alternatives (YTD)
RWGIX is at 3.26% YTD. There are 376 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | RWGIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | RWGIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | RWGIX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | RWGIX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 27.65% | — | May 2008 | RWGIX vs FOCKX |
Lowest Volatility Alternatives to RWGIX
RWGIX has 12.98% 1-year volatility. There are 50 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 | RWGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | RWGIX vs MEIFX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | RWGIX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | RWGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | RWGIX vs AWYIX |
Lowest Drawdown Alternatives to RWGIX
RWGIX has a 1-year max drawdown of -12.05%. There are 107 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 | RWGIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | RWGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | RWGIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | RWGIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | RWGIX vs AQEIX |
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 | 100 | 1.76% | — | Sep 2010 | RWGIX vs RPHIX | |
| RiverPark Strategic Income Fund | High Yield Bonds | 68 | 1.81% | — | Sep 2013 | RWGIX vs RSIIX | |
| RiverPark Large Growth Fund | Large Cap Growth Equities | 11 | 1.10% | — | Sep 2010 | RWGIX vs RPXIX | |
| RiverPark Long/Short Opportunity Fund | Long-Short | 8 | -0.58% | — | Mar 2012 | RWGIX vs RLSIX | |
| RiverPark Floating Rate CMBS Fund | Bank Loan | 100 | 1.91% | — | Sep 2016 | RWGIX vs RCRIX |
Often Compared With RWGIX
Investors most often compare RWGIX with SPY, VTMGX, BLUEX. These 20 comparison targets span 3 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