Alger Capital Appreciation Fund (ACAAX) 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 ACAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ACAAX
ACAAX charges 1.15% annually. There are 340 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | ACAAX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ACAAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | ACAAX vs SWLGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | ACAAX vs TILIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | ACAAX vs VRGWX |
Best Risk-Adjusted Alternatives to ACAAX
ACAAX has a PortfoliosLab risk / return rank of 20. There are 162 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | ACAAX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | ACAAX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | ACAAX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | ACAAX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | ACAAX vs FZAPX |
Top Performing ACAAX Alternatives (YTD)
ACAAX is at 8.37% YTD. There are 112 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | ACAAX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | ACAAX vs IOLZX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | ACAAX vs CHAIX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | ACAAX vs CHASX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | ACAAX vs GTLLX |
Lowest Volatility Alternatives to ACAAX
ACAAX has 23.75% 1-year volatility. There are 385 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 | ACAAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | ACAAX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | ACAAX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | ACAAX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | ACAAX vs GQEPX |
Lowest Drawdown Alternatives to ACAAX
ACAAX has a 1-year max drawdown of -19.11%. There are 372 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 | ACAAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ACAAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ACAAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ACAAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | ACAAX vs DNVYX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALGRX, ALAFX, ALVOX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity Fund Class I | Large Cap Growth Equities | 27 | 10.08% | — | Nov 1993 | ACAAX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 27 | 10.07% | — | Nov 1993 | ACAAX vs ALAFX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 22 | 8.54% | — | Jan 1995 | ACAAX vs ALVOX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 83 | 13.02% | — | Dec 1996 | ACAAX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 26 | 14.64% | — | Jan 1989 | ACAAX vs AAGOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 22 | 9.61% | — | Nov 1993 | ACAAX vs ALARX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 20 | 8.61% | — | Dec 2010 | ACAAX vs ACAZX | |
| Alger Spectra Fund | Large Cap Growth Equities | 13 | 4.51% | — | Jul 1969 | ACAAX vs SPECX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 7 | 1.72% | — | May 2002 | ACAAX vs ALMAX | |
| Alger AI Enablers & Adopters Z | Artificial Intelligence, Technology Equities | 38 | 18.89% | — | Apr 2024 | ACAAX vs AAIZX |
Often Compared With ACAAX
Investors most often compare ACAAX with VOO, SPY, VWIAX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare ACAAX with Any Fund or Stock
Compare ACAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ACAAX with funds that move differently
Alger Capital Appreciation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ACAAX.
Explore ACAAX Diversifiers