Transamerica Large Growth Fund (TGWFX) 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 TGWFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TGWFX
TGWFX charges 0.90% annually. There are 243 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 | TGWFX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | TGWFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | TGWFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | TGWFX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | TGWFX vs VIGAX |
Best Risk-Adjusted Alternatives to TGWFX
TGWFX has a PortfoliosLab risk / return rank of 7. There are 365 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | TGWFX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | TGWFX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | TGWFX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | TGWFX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | TGWFX vs VHCAX |
Top Performing TGWFX Alternatives (YTD)
TGWFX is at 1.13% YTD. There are 364 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | TGWFX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | TGWFX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | TGWFX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | TGWFX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | TGWFX vs CTCAX |
Lowest Volatility Alternatives to TGWFX
TGWFX has 22.42% 1-year volatility. There are 388 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | TGWFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | TGWFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | TGWFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | TGWFX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | TGWFX vs BLUEX |
Lowest Drawdown Alternatives to TGWFX
TGWFX has a 1-year max drawdown of -21.19%. There are 393 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 | TGWFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | TGWFX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | TGWFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | TGWFX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | TGWFX vs DNVYX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, IAAAX, TISVX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 24 | 7.30% | — | Nov 2009 | TGWFX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 50 | 9.82% | — | Feb 2002 | TGWFX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 26 | 11.74% | — | Jan 2013 | TGWFX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -4.79% | — | Mar 1999 | TGWFX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 51 | 7.30% | — | Feb 2002 | TGWFX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 67 | 2.56% | — | Jul 2013 | TGWFX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 88 | 5.31% | — | Aug 2011 | TGWFX vs EMTIX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 51 | 5.39% | — | Feb 2002 | TGWFX vs IMOAX | |
| Transamerica International Equity | Foreign Large Cap Equities | 40 | 12.88% | — | Dec 1992 | TGWFX vs TSWIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 38 | 8.12% | — | Sep 2000 | TGWFX vs TLOFX |
Often Compared With TGWFX
Investors most often compare TGWFX with TSLTX, IIVAX, TILIX. These 9 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica Small Cap Value | Small Cap Value Equities | 90 | 24.56% | — | Jan 2003 | TGWFX vs TSLTX | |
| Transamerica Small/Mid Cap Value Fund | Mid Cap Value Equities | 42 | 10.59% | — | Apr 2001 | TGWFX vs IIVAX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.46% | — | Oct 2002 | TGWFX vs TILIX | |
| Chase Growth Fund | Large Cap Growth Equities | 88 | 25.63% | — | Dec 1997 | TGWFX vs CHASX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 70 | 11.06% | — | Jun 2012 | TGWFX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | Large Cap Growth Equities | 4 | 2.45% | — | Sep 2018 | TGWFX vs GQEPX | |
| ICON Equity Fund | Large Cap Growth Equities | 84 | 30.41% | — | Oct 2002 | TGWFX vs IOLZX | |
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 90 | 23.73% | — | Nov 2013 | TGWFX vs FCGSX | |
| Fidelity OTC K6 Portfolio | Large Cap Growth Equities | 84 | 26.16% | — | Jun 2019 | TGWFX vs FOKFX |
Compare TGWFX with Any Fund or Stock
Compare TGWFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TGWFX with funds that move differently
Transamerica Large Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TGWFX.
Explore TGWFX Diversifiers