SGI U.S. Large Equity Fund (SILVX) 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 SILVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SILVX
SILVX charges 0.98% annually. There are 291 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SILVX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SILVX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SILVX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SILVX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | SILVX vs VSMPX |
Best Risk-Adjusted Alternatives to SILVX
SILVX has a PortfoliosLab risk / return rank of 82. There are 27 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 | SILVX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | SILVX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | SILVX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SILVX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | SILVX vs POGSX |
Top Performing SILVX Alternatives (YTD)
SILVX is at 11.62% YTD. There are 70 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | SILVX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | SILVX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | SILVX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | SILVX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | SILVX vs IGIAX |
Lowest Volatility Alternatives to SILVX
SILVX has 9.33% 1-year volatility. There are 4 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | SILVX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | SILVX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | SILVX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | SILVX vs JEPIX | |
| Virtus KAR Equity Income Fund | 9.55% | — | Sep 1997 | SILVX vs PDIAX |
Lowest Drawdown Alternatives to SILVX
SILVX has a 1-year max drawdown of -7.87%. There are 33 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 | SILVX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SILVX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SILVX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SILVX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | SILVX vs AMFEX |
Often Compared With SILVX
Investors most often compare SILVX with COPX, SPY, SILV. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare SILVX with Any Fund or Stock
Compare SILVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SILVX with funds that move differently
SGI U.S. Large Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SILVX.
Explore SILVX Diversifiers