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 233 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% | 5.10B | Dec 2017 | ACIZX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ACIZX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | ACIZX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | ACIZX vs VIGAX |
Best Risk-Adjusted Alternatives to ACIZX
ACIZX has a PortfoliosLab risk / return rank of 42. There are 108 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | ACIZX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | ACIZX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | ACIZX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | ACIZX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | ACIZX vs POGRX |
Top Performing ACIZX Alternatives (YTD)
ACIZX is at 15.90% YTD. There are 57 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 62.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 62.77% | — | Mar 2020 | ACIZX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 29.12% | — | Nov 2000 | ACIZX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 29.00% | — | Feb 2004 | ACIZX vs RYGRX | |
| Fidelity OTC Portfolio Class K | 28.53% | — | May 2008 | ACIZX vs FOCKX | |
| Fidelity OTC Portfolio | 28.46% | — | Dec 1984 | ACIZX vs FOCPX |
Lowest Volatility Alternatives to ACIZX
ACIZX has 21.23% 1-year volatility. There are 390 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | ACIZX vs BBLIX | |
| Emerald Insights Fund | 9.09% | — | Aug 2014 | ACIZX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.43% | — | Jan 2005 | ACIZX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | ACIZX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.99% | — | Apr 2010 | ACIZX vs AWYIX |
Lowest Drawdown Alternatives to ACIZX
ACIZX has a 1-year max drawdown of -18.52%. There are 358 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | ACIZX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | ACIZX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ACIZX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | ACIZX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ACIZX vs AQEIX |
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 | Large Cap Growth Equities | 52 | 16.04% | — | Nov 1993 | ACIZX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 52 | 16.03% | — | Nov 1993 | ACIZX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 38 | 14.32% | — | Dec 1996 | ACIZX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 87 | 13.51% | — | Dec 1996 | ACIZX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 46 | 22.39% | — | Jan 1989 | ACIZX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 39 | 13.88% | — | Jan 1995 | ACIZX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 42 | 15.71% | — | Nov 1993 | ACIZX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 30 | 12.30% | — | Jul 1969 | ACIZX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 39 | 14.51% | — | Dec 2010 | ACIZX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 9 | 6.67% | — | May 2002 | ACIZX vs ALMAX |
Often Compared With ACIZX
Investors most often compare ACIZX with IOLZX, TVRIX, CPEAX. These 9 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ICON Equity Fund | Large Cap Growth Equities | 75 | 27.60% | — | Oct 2002 | ACIZX vs IOLZX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 75 | 11.50% | — | Jun 2012 | ACIZX vs TVRIX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 54 | 26.43% | — | Dec 2011 | ACIZX vs CPEAX | |
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 90 | 23.81% | — | Nov 2013 | ACIZX vs FCGSX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -5.71% | — | Jan 1991 | ACIZX vs BLUEX | |
| Chase Growth Fund | Large Cap Growth Equities | 89 | 26.20% | — | Dec 1997 | ACIZX vs CHASX | |
| Fidelity OTC K6 Portfolio | Large Cap Growth Equities | 88 | 27.43% | — | Jun 2019 | ACIZX vs FOKFX | |
| Fidelity Focused Stock Fund | Large Cap Growth Equities | 81 | 27.67% | — | Nov 1996 | ACIZX vs FTQGX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | 7.36% | — | Oct 2002 | ACIZX vs TILIX |
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