Crossmark Steward Large Cap Core Fund (SJCIX) 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 SJCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SJCIX
SJCIX charges 0.75% annually. There are 230 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | SJCIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SJCIX vs VSTSX | |
| Eaton Vance Enhanced Equity Income Fund | 0.01% | — | Oct 2004 | SJCIX vs EOI | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SJCIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SJCIX vs FLCPX |
Best Risk-Adjusted Alternatives to SJCIX
SJCIX has a PortfoliosLab risk / return rank of 38. There are 298 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | SJCIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | SJCIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | SJCIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | SJCIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SJCIX vs IGIAX |
Top Performing SJCIX Alternatives (YTD)
SJCIX is at 9.44% YTD. There are 229 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | SJCIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | SJCIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | SJCIX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | SJCIX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | SJCIX vs POSKX |
Lowest Volatility Alternatives to SJCIX
SJCIX has 13.60% 1-year volatility. There are 318 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | SJCIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SJCIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | SJCIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | SJCIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | SJCIX vs FSUVX |
Lowest Drawdown Alternatives to SJCIX
SJCIX has a 1-year max drawdown of -9.86%. There are 259 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SJCIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SJCIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SJCIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SJCIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SJCIX vs QUERX |
Other Mutual Funds from Crossmark Steward Funds
The 8 most viewed Crossmark Steward Funds mutual funds shown here include SCJIX, SEECX, SEACX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | Derivative Income | 41 | 3.34% | — | Dec 2017 | SJCIX vs SCJIX | |
| Crossmark Steward Values-Focused Large Cap Enhance... | Large Cap Blend Equities | 56 | 9.92% | — | Oct 2004 | SJCIX vs SEECX | |
| Crossmark Steward Select Bond Fund | Short-Term Bond | 18 | 0.06% | — | Oct 2004 | SJCIX vs SEACX | |
| Crossmark Steward Global Equity Income Fund | Global Equities | 45 | 9.81% | — | Apr 2008 | SJCIX vs SGISX | |
| Crossmark Steward International Enhanced Index Fun... | Foreign Large Cap Equities | 52 | 11.99% | — | Feb 2006 | SJCIX vs SNTCX | |
| Crossmark Steward Values-FocusedSmall-Mid Cap Enha... | Small Cap Blend Equities | 55 | 16.20% | — | Jan 1952 | SJCIX vs TRDFX | |
| Crossmark Steward Large Cap Value Fund | Large Cap Value Equities | 58 | 13.24% | — | Nov 2021 | SJCIX vs SJVIX | |
| Crossmark Steward Large Cap Growth Fund | Large Cap Growth Equities | 21 | 8.27% | — | Nov 2021 | SJCIX vs SJGIX |
Often Compared With SJCIX
Investors most often compare SJCIX with FULVX, DHAMX, POGSX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity U.S. Low Volatility Equity Fund | Large Cap Blend Equities | — | — | — | Nov 2019 | SJCIX vs FULVX | |
| Centre American Select Equity Fund | Large Cap Blend Equities | 90 | 23.19% | — | Dec 2011 | SJCIX vs DHAMX | |
| Pin Oak Equity | Large Cap Blend Equities | 86 | 17.12% | — | Aug 1992 | SJCIX vs POGSX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 21 | 24.17% | — | Jan 2017 | SJCIX vs YFSIX | |
| AAMA Equity Fund | Large Cap Blend Equities | 90 | 13.30% | — | Jun 2017 | SJCIX vs AMFEX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | Large Cap Blend Equities | 88 | 23.62% | — | Dec 2015 | SJCIX vs RESGX |
Compare SJCIX with Any Fund or Stock
Compare SJCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SJCIX with funds that move differently
Crossmark Steward Large Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SJCIX.
Explore SJCIX Diversifiers