American Century Large Cap Equity Fund Investor Class (AFDIX) 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 AFDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AFDIX
AFDIX charges 0.79% annually. There are 234 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 | AFDIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | AFDIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | AFDIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | AFDIX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | AFDIX vs VSMPX |
Best Risk-Adjusted Alternatives to AFDIX
AFDIX has a PortfoliosLab risk / return rank of 36. There are 291 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | AFDIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | AFDIX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | AFDIX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | AFDIX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | AFDIX vs GTLOX |
Top Performing AFDIX Alternatives (YTD)
AFDIX is at 8.75% YTD. There are 285 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | AFDIX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | AFDIX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | AFDIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | AFDIX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | AFDIX vs RESGX |
Lowest Volatility Alternatives to AFDIX
AFDIX has 12.80% 1-year volatility. There are 221 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | AFDIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | AFDIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | AFDIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | AFDIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | AFDIX vs JEPIX |
Lowest Drawdown Alternatives to AFDIX
AFDIX has a 1-year max drawdown of -10.16%. There are 284 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | AFDIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | AFDIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AFDIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | AFDIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | AFDIX 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 | 17 | 5.47% | 26.59B | Nov 1981 | AFDIX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 20 | 5.46% | 14.71B | Jun 1971 | AFDIX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 22 | -12.03% | 1.76B | Aug 1988 | AFDIX vs BGEIX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 22 | 5.93% | — | Mar 2022 | AFDIX vs ACIHX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 23 | 4.98% | 2.12B | May 2006 | AFDIX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 22 | 4.54% | 6.39B | Jun 1971 | AFDIX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 6 | 7.65% | 5.37B | Nov 1987 | AFDIX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 84 | 2.45% | 1.62B | Dec 1986 | AFDIX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 66 | 10.67% | 6.45B | Aug 1994 | AFDIX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 86 | 14.69% | 1.99B | Dec 1990 | AFDIX vs BIGRX |
Often Compared With AFDIX
Investors most often compare AFDIX with TWGGX, ASQIX, ALVIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare AFDIX with Any Fund or Stock
Compare AFDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AFDIX with funds that move differently
American Century Large Cap Equity Fund Investor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AFDIX.
Explore AFDIX Diversifiers