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 a closer substitute for your current allocation.
Cheapest Alternatives to AFNIX
AFNIX charges 0.83% annually. There are 249 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% | — | — | AFNIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | AFNIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | AFNIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | AFNIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | AFNIX vs SSSYX |
Best Risk-Adjusted Alternatives to AFNIX
Among 398 mutual funds in the Large Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | AFNIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | AFNIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | AFNIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | AFNIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | AFNIX vs IGIAX |
Top Performing AFNIX Alternatives (YTD)
Among 399 mutual funds in the Large Cap Blend Equities category with YTD return data, the top-performing alternatives shown here go as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | AFNIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | AFNIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | AFNIX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | AFNIX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | AFNIX vs FLVCX |
Lowest Volatility Alternatives to AFNIX
Among 401 mutual funds in the Large Cap Blend Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | AFNIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | AFNIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | AFNIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | AFNIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | AFNIX vs FSUVX |
Lowest Drawdown Alternatives to AFNIX
Among 398 mutual funds in the Large Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | AFNIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | AFNIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AFNIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | AFNIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | AFNIX vs QUERX |
Other Mutual Funds from AAM
The 2 most viewed AAM mutual funds shown here include ASDIX, CPUIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AAM/HIMCO Short Duration Fund | Ultrashort Bond | 98 | 1.07% | — | Jun 2014 | AFNIX vs ASDIX | |
| AAM/Insight Select Income Fund | Corporate Bonds | 23 | 0.43% | — | Apr 2013 | AFNIX vs CPUIX |
Often Compared With AFNIX
Investors most often compare AFNIX with VUG, VOO, VTV. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare AFNIX with Any Fund or Stock
Compare AFNIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AFNIX with funds that move differently
AAM/Bahl & Gaynor Income Growth Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AFNIX.
Explore AFNIX Diversifiers