American Century Large Cap Equity Fund Institutional Class (AFEIX) 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 AFEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AFEIX
AFEIX charges 0.59% annually. There are 166 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | AFEIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | AFEIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | AFEIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | AFEIX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | AFEIX vs VITPX |
Best Risk-Adjusted Alternatives to AFEIX
AFEIX has a PortfoliosLab risk / return rank of 36. There are 287 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 | AFEIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 94 | 17.20B | Dec 2004 | AFEIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | AFEIX vs VPMAX | |
| PRIMECAP Odyssey Growth Fund | 91 | — | Nov 2004 | AFEIX vs POGRX | |
| Pin Oak Equity | 91 | — | Aug 1992 | AFEIX vs POGSX |
Top Performing AFEIX Alternatives (YTD)
AFEIX is at 8.38% YTD. There are 284 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.27% | 17.20B | Dec 2004 | AFEIX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 28.22% | — | Nov 2004 | AFEIX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.58% | — | Jan 1995 | AFEIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.63% | 92.00B | Nov 2001 | AFEIX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.11% | — | Dec 2015 | AFEIX vs RESGX |
Lowest Volatility Alternatives to AFEIX
AFEIX has 12.81% 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 | AFEIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | AFEIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.25% | — | Jul 2012 | AFEIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.27% | — | Jul 2012 | AFEIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | AFEIX vs JEPIX |
Lowest Drawdown Alternatives to AFEIX
AFEIX has a 1-year max drawdown of -10.13%. There are 279 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 | AFEIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | AFEIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AFEIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | AFEIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | AFEIX 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 | 16 | 5.26% | 26.59B | Nov 1981 | AFEIX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 19 | 5.30% | 14.71B | Jun 1971 | AFEIX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 23 | -12.03% | 1.76B | Aug 1988 | AFEIX vs BGEIX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 21 | 5.77% | — | Mar 2022 | AFEIX vs ACIHX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 22 | 4.84% | 2.12B | May 2006 | AFEIX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 20 | 4.06% | 6.39B | Jun 1971 | AFEIX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 6 | 8.76% | 5.37B | Nov 1987 | AFEIX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 83 | 2.55% | 1.62B | Dec 1986 | AFEIX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 68 | 10.19% | 6.45B | Aug 1994 | AFEIX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 86 | 14.45% | 1.99B | Dec 1990 | AFEIX vs BIGRX |
Often Compared With AFEIX
Investors most often compare AFEIX with BULIX, FULVX, ALSMX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare AFEIX with Any Fund or Stock
Compare AFEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AFEIX with funds that move differently
American Century Large Cap Equity Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AFEIX.
Explore AFEIX Diversifiers