AAM/Bahl & Gaynor Income Growth Fund Class I (AFNIX) Alternatives

AAM/Bahl & Gaynor Income Growth Fund Class I (AFNIX) 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 AFNIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to AFNIX

AFNIX charges 0.83% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among AFNIX alternatives.

Symbol	Name	Expense Ratio	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	AFNIX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 2016	AFNIX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	AFNIX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	Feb 2, 2016	AFNIX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	Sep 17, 2014	AFNIX vs SSSYX

Best Risk-Adjusted Alternatives to AFNIX

Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	93	Nov 12, 2001	AFNIX vs VPMAX
POGSX	Pin Oak Equity	91	Aug 3, 1992	AFNIX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	89	—	AFNIX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	88	Jan 2, 1990	AFNIX vs PAGRX
DHAMX	Centre American Select Equity Fund	87	Dec 21, 2011	AFNIX vs DHAMX

Top Performing AFNIX Alternatives (YTD)

AFNIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEIX	GQG Partners US Select Quality Equity Fund	9.81%	Sep 28, 2018	AFNIX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.70%	Jan 24, 2021	AFNIX vs NWAUX
YFSIX	AMG Yacktman Global Fund	8.16%	Jan 30, 2017	AFNIX vs YFSIX
MUHLX	Muhlenkamp Fund	6.53%	Nov 1, 1988	AFNIX vs MUHLX
RCKSX	Rock Oak Core Growth Fund	6.05%	Dec 31, 2004	AFNIX vs RCKSX

Lowest Volatility Alternatives to AFNIX

AFNIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.63%	Jun 28, 2013	AFNIX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.02%	Mar 28, 2021	AFNIX vs SVPFX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	10.78%	Mar 20, 2025	AFNIX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	10.94%	Sep 8, 2022	AFNIX vs FEQHX
QUERX	AQR Large Cap Defensive Style Fund Class R6	12.03%	Jul 9, 2012	AFNIX vs QUERX

Lowest Drawdown Alternatives to AFNIX

AFNIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	AFNIX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	AFNIX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	AFNIX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	AFNIX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.67%	Sep 28, 2018	AFNIX vs GQEIX

Other Mutual Funds from AAM

Most popular AAM mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ASDIX	AAM/HIMCO Short Duration Fund	Ultrashort Bond	98	0.42%	Jun 30, 2014	AFNIX vs ASDIX
CPUIX	AAM/Insight Select Income Fund	Corporate Bonds	43	-1.12%	Apr 19, 2013	AFNIX vs CPUIX

Often Compared With AFNIX

What investors most often compare with AFNIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VUG	Vanguard Growth ETF	Large Cap Growth Equities	50	-10.37%	Nov 13, 2000	AFNIX vs VUG
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	AFNIX vs VOO
VTV	Vanguard Value ETF	Large Cap Value Equities	67	3.30%	Jan 26, 2004	AFNIX vs VTV
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	AFNIX vs SPY
CAIFX	American Funds Capital Income Builder Fund Class F...	Dividend	79	0.19%	Jul 30, 1987	AFNIX vs CAIFX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	72	1.59%	Dec 31, 2019	AFNIX vs ALSMX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	45	-6.74%	May 31, 2001	AFNIX vs VITPX
PDT	John Hancock Premium Dividend Fund	Dividend	27	5.12%	Dec 14, 1989	AFNIX vs PDT
GSPAX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Dividend	31	-6.05%	Aug 31, 2010	AFNIX vs GSPAX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	Dividend	74	8.28%	Mar 30, 2005	AFNIX vs SVAAX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	28	-7.06%	Jul 24, 2017	AFNIX vs WBREOX
AMINX	Amana Income Fund Institutional Class	Dividend	38	-4.76%	Sep 25, 2013	AFNIX vs AMINX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	86	-3.91%	Jan 2, 1990	AFNIX vs PAGDX
MDDVX	BlackRock Equity Dividend Fund Investor A Shares	Dividend	38	-3.62%	Oct 21, 1994	AFNIX vs MDDVX
NFJ	Virtus Dividend, Interest and Premium Strategy Fun...	Dividend	41	0.23%	Feb 28, 2005	AFNIX vs NFJ
IHGIX	Hartford Dividend and Growth Fund Class A	Dividend	32	-4.91%	Jul 22, 1996	AFNIX vs IHGIX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	44	-7.05%	Aug 11, 2014	AFNIX vs SSEYX

Compare AFNIX with Any Fund or Stock

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

Symbol name

AAM/Bahl & Gaynor Income Growth Fund Class I

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