AFDIX Alternatives & Similar Mutual Funds

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 227 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	AFDIX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	AFDIX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	AFDIX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	AFDIX vs FLCPX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	349.70B	Jul 1997	AFDIX vs VIIIX

Best Risk-Adjusted Alternatives to AFDIX

AFDIX has a PortfoliosLab risk / return rank of 33. There are 295 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	AFDIX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	18.10B	Dec 2004	AFDIX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	93	—	Feb 2004	AFDIX vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	AFDIX vs FTZIX
RCKSX	Rock Oak Core Growth Fund	91	—	Dec 2004	AFDIX vs RCKSX

Top Performing AFDIX Alternatives (YTD)

AFDIX is at 7.79% YTD. There are 302 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.41%	18.10B	Dec 2004	AFDIX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	AFDIX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.34%	—	Nov 2004	AFDIX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.17%	—	Dec 2015	AFDIX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.69%	—	Jan 1995	AFDIX vs IGIAX

Lowest Volatility Alternatives to AFDIX

AFDIX has 13.20% 1-year volatility. There are 234 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	AFDIX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	AFDIX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.22%	—	Jul 2012	AFDIX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	AFDIX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.32%	—	Feb 2012	AFDIX vs SILVX

Lowest Drawdown Alternatives to AFDIX

AFDIX has a 1-year max drawdown of -10.16%. There are 281 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	AFDIX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	AFDIX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	AFDIX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	AFDIX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	AFDIX vs AMFEX

Other Mutual Funds from American Century

The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, ACIHX and span 8 categories. AUM among these funds goes as high as $27B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TWCUX	American Century Ultra Fund	Large Cap Growth Equities	12	1.65%	26.59B	Nov 1981	AFDIX vs TWCUX
TWCGX	American Century Growth Fund Investor Class	Large Cap Growth Equities, Actively Managed	13	2.46%	14.71B	Jun 1971	AFDIX vs TWCGX
ACIHX	American Century Investments Growth Fund G Class	Large Cap Growth Equities	14	2.97%	—	Mar 2022	AFDIX vs ACIHX
BGEIX	American Century Global Gold Fund	Gold, Precious Metals	26	-13.78%	1.76B	Aug 1988	AFDIX vs BGEIX
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	12	-0.75%	2.12B	May 2006	AFDIX vs ACFOX
TWCIX	American Century Select Fund	Large Cap Growth Equities	13	1.09%	6.39B	Jun 1971	AFDIX vs TWCIX
TWEIX	American Century Equity Income Fund	Dividend, Large Cap Value Equities	84	13.18%	6.45B	Aug 1994	AFDIX vs TWEIX
TWHIX	American Century Heritage Fund	Mid Cap Growth Equities	3	2.89%	5.37B	Nov 1987	AFDIX vs TWHIX
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	78	0.76%	1.62B	Dec 1986	AFDIX vs BCHYX
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	92	16.10%	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 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TWGGX	American Century Focused Global Growth Fund	Global Equities	9	4.75%	550.83M	Nov 1998	AFDIX vs TWGGX
ASQIX	American Century Small Company Fund	Small Cap Blend Equities	77	20.65%	177.42M	Jul 1998	AFDIX vs ASQIX
ALVIX	American Century Investments Focused Large Cap Val...	Large Cap Value Equities	84	14.87%	2.92B	Jul 1999	AFDIX vs ALVIX
FZALX	Fidelity Advisor Mega Cap Stock Fund Class Z	Large Cap Blend Equities	75	11.99%	—	Aug 2013	AFDIX vs FZALX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	59	10.51%	2.30T	Apr 2015	AFDIX vs VSMPX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	54	1.10%	—	Jun 2013	AFDIX vs ORDNX
ACIIX	American Century Equity Income Fund Class I	Dividend, Large Cap Value Equities	85	13.38%	—	Jul 1998	AFDIX vs ACIIX
BULIX	American Century Utilities Fund	Utilities Equities	13	6.22%	312.77M	Feb 1993	AFDIX vs BULIX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	25.53%	—	Jan 2017	AFDIX vs YFSIX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.78%	96.10B	Nov 2001	AFDIX vs VPMAX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	67	19.07%	—	Dec 2019	AFDIX vs ALSMX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Low Volatility	—	—	—	Nov 2019	AFDIX vs FULVX
POGSX	Pin Oak Equity	Large Cap Blend Equities	91	20.40%	—	Aug 1992	AFDIX vs POGSX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	59	10.50%	34.70B	May 2001	AFDIX vs VITPX
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	74	11.89%	—	Feb 2008	AFDIX vs FTRIX
POSKX	PrimeCap Odyssey Stock Fund	Large Cap Blend Equities	89	19.81%	—	Nov 2004	AFDIX vs POSKX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	86	19.15%	—	Dec 2011	AFDIX vs DHAMX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	61	9.35%	—	Jul 2017	AFDIX vs WBREOX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	59	10.11%	—	Sep 2014	AFDIX vs SSSYX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	59	10.09%	144.34B	May 1997	AFDIX vs SWPPX

Compare AFDIX with Any Fund or Stock

Compare AFDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

American Century Large Cap Equity Fund Investor Class (AFDIX) Alternatives