State Farm Growth Fund (STFGX) 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 STFGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STFGX
STFGX charges 0.12% annually. There are 44 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% | — | — | STFGX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | STFGX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | STFGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | STFGX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | STFGX vs VSMPX |
Best Risk-Adjusted Alternatives to STFGX
STFGX has a PortfoliosLab risk / return rank of 83. There are 13 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | STFGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | STFGX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | STFGX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | STFGX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | STFGX vs RESGX |
Top Performing STFGX Alternatives (YTD)
STFGX is at 10.58% YTD. There are 57 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | STFGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | STFGX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | STFGX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | STFGX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | STFGX vs ALSMX |
Lowest Volatility Alternatives to STFGX
STFGX has 11.80% 1-year volatility. There are 66 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | STFGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | STFGX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | STFGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | STFGX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | STFGX vs FSUVX |
Lowest Drawdown Alternatives to STFGX
STFGX has a 1-year max drawdown of -8.51%. There are 79 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 | STFGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | STFGX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | STFGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | STFGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | STFGX vs QUERX |
Other Mutual Funds from State Farm
The 3 most viewed State Farm mutual funds shown here include STFBX, SFBDX, SFITX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Farm Balanced Fund | Diversified Portfolio | 84 | 7.48% | — | Mar 1968 | STFGX vs STFBX | |
| State Farm Municipal Bond Fund | Municipal Bonds | 67 | 0.91% | — | Oct 1977 | STFGX vs SFBDX | |
| State Farm Interim Fund | Government Bonds | 26 | -0.22% | — | Oct 1977 | STFGX vs SFITX |
Often Compared With STFGX
Investors most often compare STFGX with VOO, SPY, FXAIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare STFGX with Any Fund or Stock
Compare STFGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STFGX with funds that move differently
State Farm Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STFGX.
Explore STFGX Diversifiers