SDGCX

Active

DWS Capital Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.30%
Annual Cost per $10K
$130.00
30-Year Fee Drag per $10K
$23,369
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+15.23%

Asset Allocation

US Equity
94%
Intl Equity
5%
Cash
1%

Fee Comparison

SDGCX
1.30%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

23% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+86.39%3Y
Compare to

Fee Impact Calculator

$
%
SDGCX at 1.30%$263,766
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$116,846
Cost vs index fund−$113,658

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
SDGCXDWS Capital Growth Fund1.30%
JLGMXJPMorgan Large Cap Growth Fund0.94%
FBCCXFidelity Blue Chip Growth Fund0.97%
OIEFXJPMorgan Equity Income Fund0.95%
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
QCGRFXCollege Retirement Equities Fund - Growth Account
CDIRXColumbia Dividend Income Fund1.15%
MFEGXMFS Growth Fund0.83%
TRBCXT. Rowe Price Blue Chip Growth Fund, Inc.0.69%
HRCAXHarbor Capital Appreciation Fund0.92%
JGACXJPMorgan Growth Advantage Fund0.99%
JMUEXJPMorgan U.S. Equity Fund0.94%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
JENIXThe Jensen Quality Growth Fund Inc1.26%
RRMGXT. Rowe Price Mid-Cap Growth Fund, Inc.1.29%
PRBLXParnassus Core Equity Fund0.82%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
GETGXVictory Sycamore Established Value Fund0.89%
TWUAXUltra Fund1.14%
TRVLXT. Rowe Price Value Fund, Inc.0.69%
FRDRXFranklin Rising Dividends Fund1.08%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
JHQAXJPMorgan Hedged Equity Fund0.82%
OAKMXOakmark Fund0.91%
FLMVXJPMorgan Mid Cap Value Fund1.09%
PGORXPutnam Large Cap Growth Fund0.93%
SBLGXClearBridge Large Cap Growth Fund1.01%
JGAQXJPMorgan Value Advantage Fund0.99%
MLRRXNYLI Winslow Large Cap Growth Fund0.79%
CCIFXColumbia Seligman Technology and Information Fund0.91%
ESPAXAllspring Special Small Cap Value Fund1.17%
PBCJXBlue Chip Fund0.92%
PLCGXLargeCap Growth Fund I0.94%
TWCGXGrowth Fund0.89%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
HGIRXHARTFORD CORE EQUITY FUND1.08%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
SHAPXClearBridge Appreciation Fund0.91%
PLFMXLargeCap S&P 500 Index Fund1.29%
DCCAXMacquarie Small Cap Core Fund1.06%
ERSMXEaton Vance Atlanta Capital SMID-Cap Fund1.37%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
DEVLXMacquarie Small Cap Value Fund1.10%
ILGRXMacquarie Large Cap Growth Fund0.89%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
JGAVXJPMorgan U.S. Value Fund0.94%
JSECXJPMorgan Small Cap Equity Fund1.24%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
CSEIXCohen & Steers Real Estate Securities Fund1.10%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
CGWRXColumbia Cornerstone Growth Fund0.97%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
AQEAXColumbia Disciplined Core Fund0.94%
FGRAXFranklin Growth Opportunities Fund0.94%
CSIEXCalvert Equity Fund0.90%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
GATEXGateway Fund0.94%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
ATHGXHeritage Fund0.80%
SCDGXDWS Core Equity Fund1.24%
DAGVXBNY Mellon Dynamic Value Fund0.93%
PABVXMidCap Value Fund I1.19%
SVFIXSmead Value Fund0.90%
LGLAXLord Abbett Growth Leaders Fund0.90%
OAYLXOakmark Select Fund0.86%
FKUTXFranklin Utilities Fund0.71%
TIRTXNuveen Large Cap Growth Fund0.74%
BSCUXBARON SMALL CAP FUND1.05%
TWCAXSelect Fund1.15%
BARUXBARON ASSET FUND1.04%
CVGCXCalamos Growth Fund1.29%
HGOTXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.83%
ITHTXTHE HARTFORD CAPITAL APPRECIATION FUND0.80%
FTLSFirst Trust Long/Short Equity ETF1.38%
ACUIXColumbia Dividend Opportunity Fund1.03%
PMDAXSmall-MidCap Dividend Income Fund1.12%
MEFAXMassMutual Mid Cap Growth Fund1.11%
LMPFXClearBridge Growth Fund1.13%
VVIPXVoya VACS Index Series S Portfolio
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
DLCZXDestinations Large Cap Equity Fund0.81%
AFDAXLarge Cap Equity Fund1.04%
GCMAXGoldman Sachs Mid Cap Value Fund1.19%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
JDURXPGIM Jennison Utility Fund1.11%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
OWACXOld Westbury All Cap Core Fund0.96%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
CMUCXColumbia Select Mid Cap Value Fund0.88%
ABSAXAmerican Beacon Small Cap Value Fund1.22%
FFEIXNuveen Dividend Value Fund0.95%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
IRGFXMacquarie Small Cap Growth Fund1.13%
LMOIXClearBridge Small Cap Growth Fund0.78%
CSMUXCarillon Scout Mid Cap Fund0.85%

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