SLWGX

Active

SLOW CAPITAL GROWTH FUND

Category: US Equity (9,528 funds)

Expense Ratio
1.00%
Annual Cost per $10K
$100.00
30-Year Fee Drag per $10K
$18,688
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+14.42%

Asset Allocation

US Equity
93%
Intl Equity
7%

Fee Comparison

SLWGX
1.00%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

6% cheaper than category average

Historical Returns

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

+14.42%12 months
Compare to

Fee Impact Calculator

$
%
SLWGX at 1.00%$287,175
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$93,438
Cost vs index fund−$90,250

Similar Funds (100)

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

TickerNameER
SLWGXSLOW CAPITAL GROWTH FUND1.00%
FBCCXFidelity Blue Chip Growth Fund0.97%
JLGMXJPMorgan Large Cap Growth Fund0.94%
OIEFXJPMorgan Equity Income Fund0.95%
FCNKXFidelity Contrafund0.56%
JMUEXJPMorgan U.S. Equity Fund0.94%
CDIRXColumbia Dividend Income Fund1.15%
FDGRXFidelity Growth Company Fund0.52%
PRGFXT. Rowe Price Growth Stock Fund, Inc.0.65%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
GETGXVictory Sycamore Established Value Fund0.89%
MFEKXMFS Growth Fund0.49%
PBCJXBlue Chip Fund0.92%
FOCKXFidelity OTC Portfolio1.05%
JGACXJPMorgan Growth Advantage Fund0.99%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
FMAEXFidelity Magellan Fund0.62%
FKDNXFranklin Dynatech Fund0.82%
CCIFXColumbia Seligman Technology and Information Fund0.91%
HNACXHarbor Capital Appreciation Fund0.59%
JHQAXJPMorgan Hedged Equity Fund0.82%
PRBLXParnassus Core Equity Fund0.82%
JVMAXDisciplined Value Mid Cap Fund0.74%
RPMGXT. Rowe Price Mid-Cap Growth Fund, Inc.0.75%
VAFAXInvesco American Franchise Fund0.93%
PGORXPutnam Large Cap Growth Fund0.93%
TADGXT. Rowe Price Dividend Growth Fund, Inc.0.89%
FRDAXFranklin Rising Dividends Fund0.58%
OAKMXOakmark Fund0.91%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
LSITXClearBridge Large Cap Growth Fund0.64%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
ILGRXMacquarie Large Cap Growth Fund0.89%
JGAQXJPMorgan Value Advantage Fund0.99%
DAGVXBNY Mellon Dynamic Value Fund0.93%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
JGAVXJPMorgan U.S. Value Fund0.94%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
ESPAXAllspring Special Small Cap Value Fund1.17%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
BARUXBARON ASSET FUND1.04%
FSCSXSelect Software and IT Services Portfolio0.62%
BSCUXBARON SMALL CAP FUND1.05%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
PLCGXLargeCap Growth Fund I0.94%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
JENIXThe Jensen Quality Growth Fund Inc1.26%
DLCZXDestinations Large Cap Equity Fund0.81%
PRSVXT. Rowe Price Small-Cap Value Fund, Inc.0.77%
FTCSFirst Trust Capital Strength ETF0.52%
AQEAXColumbia Disciplined Core Fund0.94%
LMOIXClearBridge Small Cap Growth Fund0.78%
LMESXClearBridge Appreciation Fund0.56%
HGIRXHARTFORD CORE EQUITY FUND1.08%
MRERXMFS Core Equity Fund0.88%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
CSMUXCarillon Scout Mid Cap Fund0.85%
LMPFXClearBridge Growth Fund1.13%
MPGFXMairs & Power Growth Fund0.62%
CGWRXColumbia Cornerstone Growth Fund0.97%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
ACILXHeritage Fund0.65%
JSECXJPMorgan Small Cap Equity Fund1.24%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
DCCAXMacquarie Small Cap Core Fund1.06%
CSGAXColumbia Seligman Global Technology Fund1.00%
XFBRXVIP Mid Cap Portfolio0.82%
MSRRXMFS Research Fund1.02%
SVFIXSmead Value Fund0.90%
MEFAXMassMutual Mid Cap Growth Fund1.11%
LGLOXLord Abbett Growth Leaders Fund0.59%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
TILPXNuveen Large Cap Growth Fund0.56%
VADAXInvesco Equally-Weighted S&P 500 Fund0.53%
FOPPXFranklin Growth Opportunities Fund0.58%
FUFRXFranklin Utilities Fund0.50%
PARMXParnassus Mid Cap Fund0.95%
CMUCXColumbia Select Mid Cap Value Fund0.88%
CEYRXCalvert Equity Fund0.58%
USISXVictory Income Stock Fund0.75%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
PLVJXLargeCap Value Fund III0.94%
KNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF0.75%
QLMADXFranklin Templeton Moderately Aggressive Model Portfolio0.85%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
DVZRXMacquarie Small Cap Value Fund0.70%
JLCNXFundamental Large Cap Core Fund0.65%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
CHFTXInvesco Charter Fund0.68%

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