Archer Focus Fund (AFOCX) 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 AFOCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AFOCX
AFOCX charges 3.29% annually. There are 397 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% | — | — | AFOCX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | AFOCX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | AFOCX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | AFOCX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | AFOCX vs SSSYX |
Best Risk-Adjusted Alternatives to AFOCX
AFOCX has a PortfoliosLab risk / return rank of 25. There are 335 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 | AFOCX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | AFOCX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | AFOCX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | AFOCX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | AFOCX vs IGIAX |
Top Performing AFOCX Alternatives (YTD)
AFOCX is at 10.35% YTD. There are 100 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | AFOCX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | AFOCX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | AFOCX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | AFOCX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | AFOCX vs FLVCX |
Lowest Volatility Alternatives to AFOCX
AFOCX has 12.51% 1-year volatility. There are 141 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | AFOCX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | AFOCX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | AFOCX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | AFOCX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | AFOCX vs FSUVX |
Lowest Drawdown Alternatives to AFOCX
AFOCX has a 1-year max drawdown of -8.49%. There are 75 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 | AFOCX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | AFOCX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AFOCX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | AFOCX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | AFOCX vs QUERX |
Other Mutual Funds from Archer
The 5 most viewed Archer mutual funds shown here include ARDGX, ARINX, ALSMX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Archer Dividend Growth Fund | Large Cap Value Equities | 82 | 11.13% | — | Sep 2016 | AFOCX vs ARDGX | |
| Archer Income Fund | Intermediate Core-Plus Bond | 49 | 0.53% | — | Mar 2011 | AFOCX vs ARINX | |
| Archer Multi Cap Fund | Large Cap Blend Equities | 86 | 26.78% | — | Dec 2019 | AFOCX vs ALSMX | |
| Archer Stock Fund | Large Cap Blend Equities | 57 | 9.63% | — | Mar 2011 | AFOCX vs ARSKX | |
| Archer Balanced Fund | Diversified Portfolio | 76 | 5.79% | — | Sep 2005 | AFOCX vs ARCHX |
Often Compared With AFOCX
Investors most often compare AFOCX with DHAMX, FEQHX, YFSIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare AFOCX with Any Fund or Stock
Compare AFOCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AFOCX with funds that move differently
Archer Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AFOCX.
Explore AFOCX Diversifiers