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 217 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | ACAZX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ACAZX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | ACAZX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | ACAZX vs VIGAX |
Best Risk-Adjusted Alternatives to ACAZX
ACAZX has a PortfoliosLab risk / return rank of 38. There are 119 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | ACAZX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | ACAZX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | ACAZX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | ACAZX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | ACAZX vs VHCAX |
Top Performing ACAZX Alternatives (YTD)
ACAZX is at 15.57% YTD. There are 63 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | ACAZX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | ACAZX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | ACAZX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | ACAZX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | ACAZX vs CTCAX |
Lowest Volatility Alternatives to ACAZX
ACAZX has 22.42% 1-year volatility. There are 388 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | ACAZX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | ACAZX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | ACAZX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | ACAZX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | ACAZX vs BLUEX |
Lowest Drawdown Alternatives to ACAZX
ACAZX has a 1-year max drawdown of -18.97%. There are 362 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 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity Fund | Large Cap Growth Equities | 53 | 18.19% | — | Nov 1993 | ACAZX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 53 | 18.18% | — | Nov 1993 | ACAZX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 37 | 15.37% | — | Dec 1996 | ACAZX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 86 | 13.01% | — | Dec 1996 | ACAZX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 53 | 26.23% | — | Jan 1989 | ACAZX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 38 | 14.65% | — | Jan 1995 | ACAZX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 42 | 17.11% | — | Nov 1993 | ACAZX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 28 | 12.91% | — | Jul 1969 | ACAZX vs SPECX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 10 | 9.47% | — | May 2002 | ACAZX vs ALMAX | |
| Alger AI Enablers & Adopters Z | Technology Equities | 72 | 28.62% | — | Apr 2024 | ACAZX vs AAIZX |
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