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 338 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 | ACAAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | ACAAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ACAAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | ACAAX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | ACAAX vs TILIX |
Best Risk-Adjusted Alternatives to ACAAX
ACAAX has a PortfoliosLab risk / return rank of 35. There are 125 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | ACAAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | ACAAX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | ACAAX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | ACAAX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | ACAAX vs FOCPX |
Top Performing ACAAX Alternatives (YTD)
ACAAX is at 13.30% YTD. There are 83 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | ACAAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | ACAAX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | ACAAX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | ACAAX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | ACAAX vs POGRX |
Lowest Volatility Alternatives to ACAAX
ACAAX has 22.52% 1-year volatility. There are 387 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | ACAAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | ACAAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | ACAAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | ACAAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | ACAAX vs GQEPX |
Lowest Drawdown Alternatives to ACAAX
ACAAX has a 1-year max drawdown of -19.11%. There are 370 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, ALBAX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity Fund | Large Cap Growth Equities | 50 | 15.85% | — | Nov 1993 | ACAAX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 49 | 15.83% | — | Nov 1993 | ACAAX vs ALAFX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 86 | 12.60% | — | Dec 1996 | ACAAX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 51 | 24.36% | — | Jan 1989 | ACAAX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 36 | 12.56% | — | Jan 1995 | ACAAX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 40 | 15.10% | — | Nov 1993 | ACAAX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 26 | 10.78% | — | Jul 1969 | ACAAX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 36 | 13.52% | — | Dec 2010 | ACAAX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 11 | 9.54% | — | May 2002 | ACAAX vs ALMAX | |
| Alger AI Enablers & Adopters Z | Technology Equities | 71 | 26.65% | — | Apr 2024 | ACAAX vs AAIZX |
Often Compared With ACAAX
Investors most often compare ACAAX with VOO, SPY, VWIAX. These 20 comparison targets span 11 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