American Century Sustainable Equity Fund (AFDAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AFDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AFDAX
AFDAX charges 1.04% annually. There are 329 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | AFDAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | AFDAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | AFDAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | AFDAX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | AFDAX vs SSSYX |
Best Risk-Adjusted Alternatives to AFDAX
AFDAX has a PortfoliosLab risk / return rank of 36. There are 302 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | AFDAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | AFDAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | AFDAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | AFDAX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | AFDAX vs IGIAX |
Top Performing AFDAX Alternatives (YTD)
AFDAX is at 7.14% YTD. There are 292 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | AFDAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | AFDAX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | AFDAX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | AFDAX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | AFDAX vs POSKX |
Lowest Volatility Alternatives to AFDAX
AFDAX has 12.80% 1-year volatility. There are 231 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | AFDAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | AFDAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | AFDAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | AFDAX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | AFDAX vs FSUVX |
Lowest Drawdown Alternatives to AFDAX
AFDAX has a 1-year max drawdown of -10.20%. There are 288 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | AFDAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | AFDAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AFDAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | AFDAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | AFDAX vs QUERX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, BGEIX and span 6 categories. AUM among these funds goes as high as $27B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 19 | 5.30% | 26.59B | Nov 1981 | AFDAX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 20 | 4.53% | 14.71B | Jun 1971 | AFDAX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 21 | -3.68% | 1.76B | Aug 1988 | AFDAX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 27 | 5.91% | 2.12B | May 2006 | AFDAX vs ACFOX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 22 | 4.95% | — | Mar 2022 | AFDAX vs ACIHX | |
| American Century Select Fund | Large Cap Growth Equities | 25 | 5.01% | 6.39B | Jun 1971 | AFDAX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 5 | 5.25% | 5.37B | Nov 1987 | AFDAX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 72 | 2.32% | 1.62B | Dec 1986 | AFDAX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 51 | 7.32% | 6.45B | Aug 1994 | AFDAX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 82 | 12.02% | 1.99B | Dec 1990 | AFDAX vs BIGRX |
Often Compared With AFDAX
Investors most often compare AFDAX with FULVX, BULIX, VIIIX. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare AFDAX with Any Fund or Stock
Compare AFDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AFDAX with funds that move differently
American Century Sustainable Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AFDAX.
Explore AFDAX Diversifiers