DWS Core Equity Fund Class I (SUWIX) 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 SUWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SUWIX
SUWIX charges 0.58% annually. There are 156 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SUWIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SUWIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SUWIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SUWIX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 342.00B | Jul 1997 | SUWIX vs VIIIX |
Best Risk-Adjusted Alternatives to SUWIX
SUWIX has a PortfoliosLab risk / return rank of 75. There are 70 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 | 15.30B | Dec 2004 | SUWIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | SUWIX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | SUWIX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | SUWIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | SUWIX vs GTLOX |
Top Performing SUWIX Alternatives (YTD)
SUWIX is at 12.05% YTD. There are 83 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | SUWIX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | SUWIX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | SUWIX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | SUWIX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | SUWIX vs IGIAX |
Lowest Volatility Alternatives to SUWIX
SUWIX has 12.01% 1-year volatility. There are 186 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | SUWIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | SUWIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | SUWIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | SUWIX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | SUWIX vs FULVX |
Lowest Drawdown Alternatives to SUWIX
SUWIX has a 1-year max drawdown of -9.42%. There are 220 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 | SUWIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SUWIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SUWIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SUWIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SUWIX vs QUERX |
Other Mutual Funds from DWS
The 10 most viewed DWS mutual funds shown here include AAAAX, KTCAX, AAAZX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund - Class A | Diversified Portfolio | 46 | 10.64% | — | Jul 2007 | SUWIX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 72 | 29.66% | — | Sep 1948 | SUWIX vs KTCAX | |
| DWS RREEF Real Assets Fund | Global Allocation | 48 | 10.77% | — | Jul 2007 | SUWIX vs AAAZX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 76 | 12.07% | — | May 1929 | SUWIX vs SCDGX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 84 | 33.80% | — | May 1996 | SUWIX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 15 | 8.60% | — | Jul 1986 | SUWIX vs SCOBX | |
| DWS S&P 500 Index Fund | S&P 500 | 73 | 11.60% | — | Aug 1997 | SUWIX vs SCPIX | |
| DWS Global High Income Fund | High Yield Bonds | 76 | 1.59% | — | Mar 1998 | SUWIX vs MGHYX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 16 | 7.91% | — | Jul 2000 | SUWIX vs SCGSX | |
| DWS CROCI International Fund | Foreign Large Cap Equities | 51 | 8.99% | — | Jun 1953 | SUWIX vs SCINX |
Often Compared With SUWIX
Investors most often compare SUWIX with FGRIX, MGINX, KDHAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SUWIX with Any Fund or Stock
Compare SUWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SUWIX with funds that move differently
DWS Core Equity Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SUWIX.
Explore SUWIX Diversifiers