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 223 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 54. There are 196 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 | SJCIX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | SJCIX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | SJCIX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SJCIX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | SJCIX vs POGSX |
Top Performing SJCIX Alternatives (YTD)
SJCIX is at 13.04% YTD. There are 36 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 | SJCIX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | SJCIX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | SJCIX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | SJCIX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | SJCIX vs IGIAX |
Lowest Volatility Alternatives to SJCIX
SJCIX has 13.67% 1-year volatility. There are 298 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 | SJCIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | SJCIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | SJCIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | SJCIX vs JEPIX | |
| Dimensional Multi-Blend Fund | 9.16% | — | Jan 2013 | SJCIX vs DMB |
Lowest Drawdown Alternatives to SJCIX
SJCIX has a 1-year max drawdown of -9.86%. There are 254 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 | SJCIX vs SVPFX | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | SJCIX vs AMFEX |
Other Mutual Funds from Crossmark Steward Funds
The 8 most viewed Crossmark Steward Funds mutual funds shown here include SCJIX, SEECX, SGISX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | Derivative Income | 32 | 2.08% | — | Dec 2017 | SJCIX vs SCJIX | |
| Crossmark Steward Values-Focused Large Cap Enhance... | Large Cap Blend Equities | 48 | 8.89% | — | Oct 2004 | SJCIX vs SEECX | |
| Crossmark Steward Global Equity Income Fund | Dividend, Global Equities | 72 | 12.19% | — | Apr 2008 | SJCIX vs SGISX | |
| Crossmark Steward Select Bond Fund | Short-Term Bond | 15 | -0.83% | — | Oct 2004 | SJCIX vs SEACX | |
| Crossmark Steward International Enhanced Index Fun... | Foreign Large Cap Equities | 82 | 15.30% | — | Feb 2006 | SJCIX vs SNTCX | |
| Crossmark Steward Large Cap Value Fund | Large Cap Value Equities | 83 | 17.47% | — | Nov 2021 | SJCIX vs SJVIX | |
| Crossmark Steward Values-FocusedSmall-Mid Cap Enha... | Small Cap Blend Equities | 62 | 15.79% | — | Jan 1952 | SJCIX vs TRDFX | |
| Crossmark Steward Large Cap Growth Fund | Large Cap Growth Equities | 21 | 9.48% | — | Nov 2021 | SJCIX vs SJGIX |
Often Compared With SJCIX
Investors most often compare SJCIX with DHAMX, ALSMX, ORDNX. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Centre American Select Equity Fund | Large Cap Blend Equities | 87 | 19.82% | — | Dec 2011 | SJCIX vs DHAMX | |
| Archer Multi Cap Fund | Large Cap Blend Equities | 67 | 18.47% | — | Dec 2019 | SJCIX vs ALSMX | |
| North Square Preferred and Income Securities Fund | Preferred Stock | 59 | 1.10% | — | Jun 2013 | SJCIX vs ORDNX | |
| PrimeCap Odyssey Stock Fund | Large Cap Blend Equities | 88 | 19.75% | — | Nov 2004 | SJCIX vs POSKX | |
| Fidelity SAI U.S. Low Volatility Index Fund | Low Volatility | 61 | 8.73% | — | May 2015 | SJCIX vs FSUVX | |
| Vanguard PRIMECAP Fund Admiral Shares | Large Cap Blend Equities | 90 | 20.70% | 96.10B | Nov 2001 | SJCIX vs VPMAX | |
| AMG Yacktman Global Fund | Global Equities | 29 | 24.97% | — | Jan 2017 | SJCIX vs YFSIX | |
| Fidelity U.S. Low Volatility Equity Fund | Low Volatility | — | — | — | Nov 2019 | SJCIX vs FULVX | |
| State Farm Growth Fund | Large Cap Blend Equities | 84 | 11.87% | — | Mar 1968 | SJCIX vs STFGX |
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