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 163 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | SJGIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SJGIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | SJGIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | SJGIX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | SJGIX vs VRGWX |
Best Risk-Adjusted Alternatives to SJGIX
SJGIX has a PortfoliosLab risk / return rank of 27. There are 155 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | SJGIX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | SJGIX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | SJGIX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | SJGIX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | SJGIX vs FCGSX |
Top Performing SJGIX Alternatives (YTD)
SJGIX is at 11.70% YTD. There are 108 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | SJGIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | SJGIX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | SJGIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | SJGIX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | SJGIX vs CHASX |
Lowest Volatility Alternatives to SJGIX
SJGIX has 15.96% 1-year volatility. There are 153 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | SJGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | SJGIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | SJGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | SJGIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | SJGIX vs GQEPX |
Lowest Drawdown Alternatives to SJGIX
SJGIX has a 1-year max drawdown of -12.41%. There are 116 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 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | Derivative Income | 41 | 4.35% | — | Dec 2017 | SJGIX vs SCJIX | |
| Crossmark Steward Values-Focused Large Cap Enhance... | Large Cap Blend Equities | 55 | 11.12% | — | Oct 2004 | SJGIX vs SEECX | |
| Crossmark Steward Global Equity Income Fund | Global Equities | 53 | 12.01% | — | Apr 2008 | SJGIX vs SGISX | |
| Crossmark Steward Select Bond Fund | Short-Term Bond | 16 | -0.34% | — | Oct 2004 | SJGIX vs SEACX | |
| Crossmark Steward Large Cap Value Fund | Large Cap Value Equities | 67 | 15.40% | — | Nov 2021 | SJGIX vs SJVIX | |
| Crossmark Steward International Enhanced Index Fun... | Foreign Large Cap Equities | 65 | 13.25% | — | Feb 2006 | SJGIX vs SNTCX | |
| Crossmark Steward Values-FocusedSmall-Mid Cap Enha... | Small Cap Blend Equities | 48 | 16.28% | — | Jan 1952 | SJGIX vs TRDFX | |
| Crossmark Steward Large Cap Core Fund | Large Cap Blend Equities | 44 | 12.07% | — | Nov 2021 | SJGIX vs SJCIX |
Often Compared With SJGIX
Investors most often compare SJGIX with VIGAX, BLUEX, FOCKX. These 11 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