Alger Capital Appreciation Fund Class Z (ACAZX) 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 ACAZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ACAZX
ACAZX charges 0.85% annually. There are 222 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 | ACAZX vs ACIHX | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | ACAZX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | ACAZX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ACAZX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | ACAZX vs VRGWX |
Best Risk-Adjusted Alternatives to ACAZX
ACAZX has a PortfoliosLab risk / return rank of 24. There are 131 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 | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | ACAZX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | ACAZX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | ACAZX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | ACAZX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | ACAZX vs FDSSX |
Top Performing ACAZX Alternatives (YTD)
ACAZX is at 7.46% YTD. There are 107 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | ACAZX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | ACAZX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | ACAZX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | ACAZX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | ACAZX vs VPMCX |
Lowest Volatility Alternatives to ACAZX
ACAZX has 23.77% 1-year volatility. There are 387 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 | ACAZX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | ACAZX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | ACAZX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | ACAZX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | ACAZX vs GQEPX |
Lowest Drawdown Alternatives to ACAZX
ACAZX has a 1-year max drawdown of -18.97%. There are 365 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 | ACAZX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ACAZX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ACAZX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ACAZX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | ACAZX vs DNVYX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALGRX, ALAFX, ACAAX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity Fund Class I | Large Cap Growth Equities | 32 | 8.75% | — | Nov 1993 | ACAZX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 32 | 8.73% | — | Nov 1993 | ACAZX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 23 | 7.22% | — | Dec 1996 | ACAZX vs ACAAX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 25 | 7.30% | — | Jan 1995 | ACAZX vs ALVOX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 82 | 12.10% | — | Dec 1996 | ACAZX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 29 | 12.62% | — | Jan 1989 | ACAZX vs AAGOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 26 | 8.50% | — | Nov 1993 | ACAZX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 16 | 3.40% | — | Jul 1969 | ACAZX vs SPECX | |
| Alger AI Enablers & Adopters Z | Artificial Intelligence, Technology Equities | 45 | 17.09% | — | Apr 2024 | ACAZX vs AAIZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 8 | 2.51% | — | May 2002 | ACAZX vs ALMAX |
Often Compared With ACAZX
Investors most often compare ACAZX with GQRIX, VOO, PRWCX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare ACAZX with Any Fund or Stock
Compare ACAZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ACAZX with funds that move differently
Alger Capital Appreciation Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ACAZX.
Explore ACAZX Diversifiers