SRFMX Alternatives & Similar Mutual Funds

Sarofim Equity Fund (SRFMX) 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 SRFMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SRFMX

SRFMX charges 0.70% annually. There are 196 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SRFMX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	SRFMX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	SRFMX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	SRFMX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	SRFMX vs WBREOX

Best Risk-Adjusted Alternatives to SRFMX

SRFMX has a PortfoliosLab risk / return rank of 14. There are 366 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	SRFMX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	SRFMX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	SRFMX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	SRFMX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	SRFMX vs POGSX

Top Performing SRFMX Alternatives (YTD)

SRFMX is at 2.72% YTD. There are 371 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
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	SRFMX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	SRFMX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	SRFMX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	SRFMX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	SRFMX vs IGIAX

Lowest Volatility Alternatives to SRFMX

SRFMX has 13.04% 1-year volatility. There are 199 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	SRFMX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	SRFMX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	SRFMX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	SRFMX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	SRFMX vs SILVX

Lowest Drawdown Alternatives to SRFMX

SRFMX has a 1-year max drawdown of -12.05%. There are 349 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	SRFMX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	SRFMX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	SRFMX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	SRFMX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	SRFMX vs AMFEX

Often Compared With SRFMX

Investors most often compare SRFMX with FXAIX, ^GSPC, SPY. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	64	9.35%	—	Feb 1988	SRFMX vs FXAIX
^GSPC	S&P 500 Index		68	9.41%	—	—	SRFMX vs ^GSPC
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	SRFMX vs SPY
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	13	5.53%	—	Jan 2021	SRFMX vs NWAUX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	24	5.53%	—	Nov 2019	SRFMX vs FNSTX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	45	6.65%	—	Sep 2022	SRFMX vs FEQHX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	72	10.81%	—	Mar 2025	SRFMX vs FGJEX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	80	12.13%	—	—	SRFMX vs SGOIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.82%	—	Dec 2011	SRFMX vs DHAMX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.70%	96.10B	Nov 2001	SRFMX vs VPMAX
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	15	5.88%	—	Sep 2018	SRFMX vs GQEIX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	SRFMX vs SSSYX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	24.97%	—	Jan 2017	SRFMX vs YFSIX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities	80	13.00%	42.60B	Sep 2005	SRFMX vs DFIEX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	46	6.76%	—	Jan 1990	SRFMX vs PAGDX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	67	18.47%	—	Dec 2019	SRFMX vs ALSMX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	SRFMX vs ORDNX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	9.35%	—	Aug 2014	SRFMX vs SSEYX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	63	9.88%	34.70B	May 2001	SRFMX vs VITPX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	1	-6.75%	—	Mar 2019	SRFMX vs TANDX

Compare SRFMX with Any Fund or Stock

Compare SRFMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair SRFMX with funds that move differently

Sarofim Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SRFMX.

Explore SRFMX Diversifiers

Sarofim Equity Fund (SRFMX) Alternatives