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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | AFEIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | AFEIX vs VFFSX | |
| 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 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | AFEIX vs SSSYX |
Best Risk-Adjusted Alternatives to AFEIX
AFEIX has a PortfoliosLab risk / return rank of 38. There are 296 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 | AFEIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | AFEIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | AFEIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | AFEIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | AFEIX vs IGIAX |
Top Performing AFEIX Alternatives (YTD)
AFEIX is at 7.35% YTD. There are 286 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 | AFEIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | AFEIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | AFEIX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | AFEIX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | AFEIX vs POSKX |
Lowest Volatility Alternatives to AFEIX
AFEIX has 12.79% 1-year volatility. There are 226 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 | AFEIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | AFEIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | AFEIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | AFEIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | AFEIX vs FSUVX |
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 -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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 | 19 | 5.30% | 26.59B | Nov 1981 | AFEIX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 20 | 4.53% | 14.71B | Jun 1971 | AFEIX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 21 | -3.68% | 1.76B | Aug 1988 | AFEIX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 27 | 5.91% | 2.12B | May 2006 | AFEIX vs ACFOX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 22 | 4.95% | — | Mar 2022 | AFEIX vs ACIHX | |
| American Century Select Fund | Large Cap Growth Equities | 25 | 5.01% | 6.39B | Jun 1971 | AFEIX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 5 | 5.25% | 5.37B | Nov 1987 | AFEIX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 72 | 2.32% | 1.62B | Dec 1986 | AFEIX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 51 | 7.32% | 6.45B | Aug 1994 | AFEIX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 82 | 12.02% | 1.99B | Dec 1990 | AFEIX vs BIGRX |
Often Compared With AFEIX
Investors most often compare AFEIX with BULIX, FULVX, YFSIX. These 16 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