Crossmark Steward Large Cap Growth Fund (SJGIX) 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 SJGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SJGIX
SJGIX charges 0.75% annually. There are 167 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | SJGIX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | SJGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SJGIX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | SJGIX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | SJGIX vs TILIX |
Best Risk-Adjusted Alternatives to SJGIX
SJGIX has a PortfoliosLab risk / return rank of 21. There are 152 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | SJGIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | SJGIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | SJGIX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | SJGIX vs CHASX | |
| Voya Corporate Leaders 100 Fund Class A | 81 | — | Jun 2008 | SJGIX vs VYCAX |
Top Performing SJGIX Alternatives (YTD)
SJGIX is at 9.48% YTD. There are 68 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | SJGIX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | SJGIX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | SJGIX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | SJGIX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | SJGIX vs VPMCX |
Lowest Volatility Alternatives to SJGIX
SJGIX has 16.27% 1-year volatility. There are 141 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | SJGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | SJGIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | SJGIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | SJGIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | SJGIX vs GQEPX |
Lowest Drawdown Alternatives to SJGIX
SJGIX has a 1-year max drawdown of -12.41%. There are 113 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | SJGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SJGIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SJGIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | SJGIX vs MRFOX | |
| Voya Corporate Leaders 100 Fund Class A | -7.77% | — | Jun 2008 | SJGIX vs VYCAX |
Other Mutual Funds from Crossmark Steward Funds
The 8 most viewed Crossmark Steward Funds mutual funds shown here include SCJIX, SEECX, SGISX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | Derivative Income | 32 | 2.08% | — | Dec 2017 | SJGIX vs SCJIX | |
| Crossmark Steward Values-Focused Large Cap Enhance... | Large Cap Blend Equities | 48 | 8.89% | — | Oct 2004 | SJGIX vs SEECX | |
| Crossmark Steward Global Equity Income Fund | Dividend, Global Equities | 72 | 12.19% | — | Apr 2008 | SJGIX vs SGISX | |
| Crossmark Steward Select Bond Fund | Short-Term Bond | 15 | -0.83% | — | Oct 2004 | SJGIX vs SEACX | |
| Crossmark Steward International Enhanced Index Fun... | Foreign Large Cap Equities | 82 | 15.30% | — | Feb 2006 | SJGIX vs SNTCX | |
| Crossmark Steward Large Cap Value Fund | Large Cap Value Equities | 83 | 17.47% | — | Nov 2021 | SJGIX vs SJVIX | |
| Crossmark Steward Values-FocusedSmall-Mid Cap Enha... | Small Cap Blend Equities | 62 | 15.79% | — | Jan 1952 | SJGIX vs TRDFX | |
| Crossmark Steward Large Cap Core Fund | Large Cap Blend Equities | 54 | 13.04% | — | Nov 2021 | SJGIX vs SJCIX |
Often Compared With SJGIX
Investors most often compare SJGIX with VIGAX, POGRX, BLUEX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SJGIX with Any Fund or Stock
Compare SJGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SJGIX with funds that move differently
Crossmark Steward Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SJGIX.
Explore SJGIX Diversifiers