Sequoia Fund (SEQUX) Alternatives
Sequoia Fund (SEQUX) 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 SEQUX. 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 SEQUX
SEQUX charges 1.00% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among SEQUX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | SEQUX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | SEQUX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | SEQUX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | SEQUX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | SEQUX vs TILIX |
Best Risk-Adjusted Alternatives to SEQUX
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 | SEQUX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | Nov 7, 2013 | SEQUX vs FCGSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 87 | Aug 17, 1999 | SEQUX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 85 | Jan 2, 1990 | SEQUX vs ADX | |
| Baron Partners Fund | 84 | Apr 30, 2003 | SEQUX vs BPTRX |
Top Performing SEQUX Alternatives (YTD)
SEQUX 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 | SEQUX vs GQEPX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 2.46% | Aug 17, 1999 | SEQUX vs VTMGX | |
| ICON Equity Fund | 2.04% | Oct 17, 2002 | SEQUX vs IOLZX | |
| American Growth Fund Series One | 1.60% | Jul 31, 1958 | SEQUX vs AMRGX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | SEQUX vs BBLIX |
Lowest Volatility Alternatives to SEQUX
SEQUX 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 | SEQUX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.83% | Dec 29, 2015 | SEQUX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.41% | Sep 28, 2018 | SEQUX vs GQEPX | |
| Guggenheim Directional Allocation Fund | 12.61% | Jun 18, 2012 | SEQUX vs TVRIX | |
| Provident Trust Strategy Fund | 14.60% | Dec 30, 1986 | SEQUX vs PROVX |
Lowest Drawdown Alternatives to SEQUX
SEQUX 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 | SEQUX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.34% | Sep 28, 2018 | SEQUX vs GQEPX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | SEQUX vs TVRIX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | SEQUX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | SEQUX vs BBLIX |
Often Compared With SEQUX
What investors most often compare with SEQUX, based on PortfoliosLab usage data.
Compare SEQUX with Any Fund or Stock
Compare SEQUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.