Alger Capital Appreciation Fund Institutional Class Z-2 (ACIZX) 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 ACIZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ACIZX
ACIZX charges 0.88% annually. There are 232 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 | ACIZX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | ACIZX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ACIZX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | ACIZX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | ACIZX vs VRGWX |
Best Risk-Adjusted Alternatives to ACIZX
ACIZX has a PortfoliosLab risk / return rank of 34. There are 110 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | ACIZX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | ACIZX vs ONERX | |
| Chase Growth Fund | 89 | — | Dec 1997 | ACIZX vs CHASX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | ACIZX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | ACIZX vs FOCKX |
Top Performing ACIZX Alternatives (YTD)
ACIZX is at 12.79% YTD. There are 75 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | ACIZX vs ONERX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | ACIZX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | ACIZX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.15% | — | Jan 2007 | ACIZX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.01% | — | Feb 2017 | ACIZX vs FUMIX |
Lowest Volatility Alternatives to ACIZX
ACIZX has 23.16% 1-year volatility. There are 388 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | ACIZX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | ACIZX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.06% | — | Dec 2015 | ACIZX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | ACIZX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | ACIZX vs GQEPX |
Lowest Drawdown Alternatives to ACIZX
ACIZX has a 1-year max drawdown of -18.52%. There are 355 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 | ACIZX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ACIZX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ACIZX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ACIZX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | ACIZX vs DNVYX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALGRX, ALAFX, ACAAX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity Fund Class I | Large Cap Growth Equities | 44 | 13.34% | — | Nov 1993 | ACIZX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 44 | 13.32% | — | Nov 1993 | ACIZX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 30 | 11.10% | — | Dec 1996 | ACIZX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 85 | 13.26% | — | Dec 1996 | ACIZX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 39 | 17.97% | — | Jan 1989 | ACIZX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 32 | 11.07% | — | Jan 1995 | ACIZX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 33 | 12.57% | — | Nov 1993 | ACIZX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 21 | 8.17% | — | Jul 1969 | ACIZX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 30 | 11.31% | — | Dec 2010 | ACIZX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 9 | 6.24% | — | May 2002 | ACIZX vs ALMAX |
Often Compared With ACIZX
Investors most often compare ACIZX with RYGRX, CPEAX, FOCPX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare ACIZX with Any Fund or Stock
Compare ACIZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ACIZX with funds that move differently
Alger Capital Appreciation Fund Institutional Class Z-2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ACIZX.
Explore ACIZX Diversifiers