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% | 4.90B | Dec 2017 | SJGIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | SJGIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | SJGIX vs VIGAX |
Best Risk-Adjusted Alternatives to SJGIX
SJGIX has a PortfoliosLab risk / return rank of 21. There are 220 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | SJGIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | SJGIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | SJGIX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | SJGIX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | SJGIX vs FOCPX |
Top Performing SJGIX Alternatives (YTD)
SJGIX is at 7.44% YTD. There are 175 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | SJGIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | SJGIX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | SJGIX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | SJGIX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | SJGIX vs POGRX |
Lowest Volatility Alternatives to SJGIX
SJGIX has 15.82% 1-year volatility. There are 154 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | SJGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | SJGIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | 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... | 10.42% | — | Sep 2018 | SJGIX vs GQEPX |
Lowest Drawdown Alternatives to SJGIX
SJGIX has a 1-year max drawdown of -12.41%. There are 118 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, SEACX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | Derivative Income | 38 | 2.71% | — | Dec 2017 | SJGIX vs SCJIX | |
| Crossmark Steward Values-Focused Large Cap Enhance... | Large Cap Blend Equities | 55 | 9.54% | — | Oct 2004 | SJGIX vs SEECX | |
| Crossmark Steward Select Bond Fund | Short-Term Bond | 16 | -0.21% | — | Oct 2004 | SJGIX vs SEACX | |
| Crossmark Steward Global Equity Income Fund | Global Equities | 48 | 10.08% | — | Apr 2008 | SJGIX vs SGISX | |
| Crossmark Steward International Enhanced Index Fun... | Foreign Large Cap Equities | 57 | 12.30% | — | Feb 2006 | SJGIX vs SNTCX | |
| Crossmark Steward Values-FocusedSmall-Mid Cap Enha... | Small Cap Blend Equities | 56 | 16.53% | — | Jan 1952 | SJGIX vs TRDFX | |
| Crossmark Steward Large Cap Value Fund | Large Cap Value Equities | 60 | 13.87% | — | Nov 2021 | SJGIX vs SJVIX | |
| Crossmark Steward Large Cap Core Fund | Large Cap Blend Equities | 39 | 9.28% | — | Nov 2021 | SJGIX vs SJCIX |
Often Compared With SJGIX
Investors most often compare SJGIX with BLUEX, IOLZX, FCGSX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -8.03% | — | Jan 1991 | SJGIX vs BLUEX | |
| ICON Equity Fund | Large Cap Growth Equities | 85 | 30.88% | — | Oct 2002 | SJGIX vs IOLZX | |
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 89 | 22.34% | — | Nov 2013 | SJGIX vs FCGSX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 71 | 11.23% | — | Jun 2012 | SJGIX vs TVRIX | |
| Fidelity OTC K6 Portfolio | Large Cap Growth Equities | 83 | 25.05% | — | Jun 2019 | SJGIX vs FOKFX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 20 | 3.15% | — | Oct 2002 | SJGIX vs TILIX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 78 | 31.05% | — | Nov 2000 | SJGIX vs CTCAX | |
| Chase Growth Fund | Large Cap Growth Equities | 89 | 26.58% | — | Dec 1997 | SJGIX vs CHASX |
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