SGI U.S. Large Equity Fund (SILVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SILVX
SILVX charges 0.98% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SILVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | SILVX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | SILVX vs SSSYX |
Best Risk-Adjusted Alternatives to SILVX
Among mutual funds in the Large Cap Blend 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | SILVX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | SILVX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | SILVX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | SILVX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | SILVX vs DHAMX |
Top Performing SILVX Alternatives (YTD)
SILVX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | SILVX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | SILVX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | SILVX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | SILVX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | SILVX vs RCKSX |
Lowest Volatility Alternatives to SILVX
SILVX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | SILVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | SILVX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | SILVX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | SILVX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | SILVX vs QUERX |
Lowest Drawdown Alternatives to SILVX
SILVX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | SILVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | SILVX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | SILVX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | SILVX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | SILVX vs GQEIX |
Often Compared With SILVX
What investors most often compare with SILVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Global X Copper Miners ETF | Materials | 94 | 6.35% | Apr 19, 2010 | SILVX vs COPX | |
| SilverCrest Metals Inc | — | — | — | SILVX vs SILV | ||
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | SILVX vs SPY | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | SILVX vs FZROX |
Compare SILVX with Any Fund or Stock
Compare SILVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.