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 203 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% | — | — | SRFMX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SRFMX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SRFMX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SRFMX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | SRFMX vs SSSYX |
Best Risk-Adjusted Alternatives to SRFMX
SRFMX has a PortfoliosLab risk / return rank of 9. There are 369 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | SRFMX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | SRFMX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | SRFMX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SRFMX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SRFMX vs IGIAX |
Top Performing SRFMX Alternatives (YTD)
SRFMX is at 0.31% YTD. There are 371 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | SRFMX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | SRFMX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | SRFMX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | SRFMX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | SRFMX vs FLVCX |
Lowest Volatility Alternatives to SRFMX
SRFMX has 12.52% 1-year volatility. There are 147 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | SRFMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SRFMX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SRFMX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | SRFMX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | SRFMX vs FSUVX |
Lowest Drawdown Alternatives to SRFMX
SRFMX has a 1-year max drawdown of -12.05%. There are 357 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SRFMX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SRFMX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SRFMX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SRFMX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SRFMX vs QUERX |
Often Compared With SRFMX
Investors most often compare SRFMX with FXAIX, ^GSPC, SPY. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SRFMX with Any Fund or Stock
Compare SRFMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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