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 247 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 | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | TGWFX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | TGWFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | TGWFX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | TGWFX vs VRGWX |
Best Risk-Adjusted Alternatives to TGWFX
TGWFX has a PortfoliosLab risk / return rank of 5. There are 371 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | TGWFX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | TGWFX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | TGWFX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | TGWFX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | TGWFX vs FDSSX |
Top Performing TGWFX Alternatives (YTD)
TGWFX is at -2.79% YTD. There are 380 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | TGWFX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | TGWFX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | TGWFX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | TGWFX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | TGWFX vs VPMCX |
Lowest Volatility Alternatives to TGWFX
TGWFX has 23.03% 1-year volatility. There are 382 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | TGWFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | TGWFX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | TGWFX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | TGWFX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | TGWFX vs GQEPX |
Lowest Drawdown Alternatives to TGWFX
TGWFX has a 1-year max drawdown of -21.19%. There are 397 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 | 13 | 1.72% | — | Nov 2009 | TGWFX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 56 | 9.70% | — | Feb 2002 | TGWFX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 35 | 11.23% | — | Jan 2013 | TGWFX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 3 | -7.53% | — | Mar 1999 | TGWFX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 6.80% | — | Feb 2002 | TGWFX vs IMLAX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 52 | 4.82% | — | Feb 2002 | TGWFX vs IMOAX | |
| Transamerica High Yield Muni | High Yield Muni | 89 | 1.48% | — | Jul 2013 | TGWFX vs THYIX | |
| Transamerica International Equity | Foreign Large Cap Equities | 78 | 16.49% | — | Dec 1992 | TGWFX vs TSWIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 88 | 4.59% | — | Aug 2011 | TGWFX vs EMTIX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 93 | 25.34% | — | Jan 2003 | TGWFX vs TSLTX |
Often Compared With TGWFX
Investors most often compare TGWFX with IIVAX, FOCKX, TLOFX. These 16 comparison targets span 5 categories, based on PortfoliosLab usage data.
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