Alger Large Cap Growth Portfolio Fund (AAGOX) 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 AAGOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AAGOX
AAGOX charges 0.82% annually. There are 199 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 | AAGOX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AAGOX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | AAGOX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | AAGOX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | AAGOX vs TILIX |
Best Risk-Adjusted Alternatives to AAGOX
AAGOX has a PortfoliosLab risk / return rank of 40. There are 78 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | AAGOX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | AAGOX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | AAGOX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | AAGOX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | AAGOX vs VHCAX |
Top Performing AAGOX Alternatives (YTD)
AAGOX is at 17.49% YTD. There are 21 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | AAGOX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | AAGOX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | AAGOX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | AAGOX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | AAGOX vs CHAIX |
Lowest Volatility Alternatives to AAGOX
AAGOX has 26.45% 1-year volatility. There are 403 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | AAGOX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | AAGOX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | AAGOX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | AAGOX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | AAGOX vs GQEPX |
Lowest Drawdown Alternatives to AAGOX
AAGOX has a 1-year max drawdown of -18.11%. There are 344 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 | AAGOX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AAGOX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AAGOX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AAGOX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | AAGOX vs DNVYX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALGRX, ALAFX, ACAAX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity Fund Class I | Large Cap Growth Equities | 45 | 12.62% | — | Nov 1993 | AAGOX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 44 | 12.59% | — | Nov 1993 | AAGOX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 30 | 10.62% | — | Dec 1996 | AAGOX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 84 | 12.91% | — | Dec 1996 | AAGOX vs ALBAX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 32 | 10.56% | — | Jan 1995 | AAGOX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 34 | 12.09% | — | Nov 1993 | AAGOX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 22 | 7.53% | — | Jul 1969 | AAGOX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 31 | 10.84% | — | Dec 2010 | AAGOX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 9 | 5.45% | — | May 2002 | AAGOX vs ALMAX | |
| Alger AI Enablers & Adopters Z | Technology Equities | 65 | 22.19% | — | Apr 2024 | AAGOX vs AAIZX |
Often Compared With AAGOX
Investors most often compare AAGOX with ATVPX, FVWSX, FXAIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare AAGOX with Any Fund or Stock
Compare AAGOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AAGOX with funds that move differently
Alger Large Cap Growth Portfolio Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AAGOX.
Explore AAGOX Diversifiers