Alger Capital Appreciation Institutional Fund Class Y (ACAYX) Alternatives
Alger Capital Appreciation Institutional Fund Class Y (ACAYX) 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 ACAYX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ACAYX
ACAYX charges 0.83% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among ACAYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | ACAYX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | ACAYX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | ACAYX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | ACAYX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | ACAYX vs TILIX |
Best Risk-Adjusted Alternatives to ACAYX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | ACAYX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | ACAYX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | ACAYX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | ACAYX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | ACAYX vs VTMGX |
Top Performing ACAYX Alternatives (YTD)
ACAYX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | ACAYX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | ACAYX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | ACAYX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | ACAYX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | ACAYX vs AMRGX |
Lowest Volatility Alternatives to ACAYX
ACAYX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | ACAYX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | ACAYX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | ACAYX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | ACAYX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | ACAYX vs PROVX |
Lowest Drawdown Alternatives to ACAYX
ACAYX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | ACAYX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | ACAYX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | ACAYX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | ACAYX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | ACAYX vs BBLIX |
Other Mutual Funds from Alger
Most popular Alger mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Alger Focus Equity Fund | Large Cap Growth Equities | 73 | -13.65% | Nov 8, 1993 | ACAYX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 73 | -13.66% | Nov 8, 1993 | ACAYX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 50 | -14.63% | Dec 31, 1996 | ACAYX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 71 | -4.27% | Dec 31, 1996 | ACAYX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 56 | -12.22% | Jan 9, 1989 | ACAYX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 55 | -14.35% | Jan 25, 1995 | ACAYX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 53 | -14.40% | Nov 8, 1993 | ACAYX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 42 | -15.14% | Jul 28, 1969 | ACAYX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 51 | -14.55% | Dec 29, 2010 | ACAYX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 5 | -15.06% | May 8, 2002 | ACAYX vs ALMAX |
Often Compared With ACAYX
What investors most often compare with ACAYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Focused Stock Fund | Large Cap Growth Equities | 41 | -7.74% | Nov 12, 1996 | ACAYX vs FTQGX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | ACAYX vs VOO | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | ACAYX vs JUEMX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | ACAYX vs OLGAX | |
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | ACAYX vs JLGMX | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | ACAYX vs FXAIX | |
| Chase Growth Fund | Large Cap Growth Equities | 78 | -4.37% | Dec 2, 1997 | ACAYX vs CHASX |
Compare ACAYX with Any Fund or Stock
Compare ACAYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.