AFOCX Alternatives & Similar Mutual Funds

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 389 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	AFOCX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	AFOCX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	AFOCX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	AFOCX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	AFOCX vs WBREOX

Best Risk-Adjusted Alternatives to AFOCX

AFOCX has a PortfoliosLab risk / return rank of 32. There are 295 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	AFOCX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	18.10B	Dec 2004	AFOCX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	93	—	Feb 2004	AFOCX vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	AFOCX vs FTZIX
RCKSX	Rock Oak Core Growth Fund	91	—	Dec 2004	AFOCX vs RCKSX

Top Performing AFOCX Alternatives (YTD)

AFOCX is at 11.86% YTD. There are 76 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.41%	18.10B	Dec 2004	AFOCX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	AFOCX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.34%	—	Nov 2004	AFOCX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.17%	—	Dec 2015	AFOCX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.69%	—	Jan 1995	AFOCX vs IGIAX

Lowest Volatility Alternatives to AFOCX

AFOCX has 12.51% 1-year volatility. There are 92 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	AFOCX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	AFOCX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.22%	—	Jul 2012	AFOCX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	AFOCX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	AFOCX vs SILVX

Lowest Drawdown Alternatives to AFOCX

AFOCX has a 1-year max drawdown of -8.49%. There are 70 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	AFOCX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	AFOCX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	AFOCX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	AFOCX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	AFOCX vs AMFEX

Other Mutual Funds from Archer

The 5 most viewed Archer mutual funds shown here include ALSMX, ARDGX, ARINX and span 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	67	19.07%	—	Dec 2019	AFOCX vs ALSMX
ARDGX	Archer Dividend Growth Fund	Large Cap Value Equities	96	19.03%	—	Sep 2016	AFOCX vs ARDGX
ARINX	Archer Income Fund	Intermediate Core-Plus Bond	47	0.42%	—	Mar 2011	AFOCX vs ARINX
ARSKX	Archer Stock Fund	Large Cap Blend Equities	71	12.95%	—	Mar 2011	AFOCX vs ARSKX
ARCHX	Archer Balanced Fund	Diversified Portfolio	87	8.68%	—	Sep 2005	AFOCX vs ARCHX

Often Compared With AFOCX

Investors most often compare AFOCX with DHAMX, FEQHX, YFSIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	86	19.15%	—	Dec 2011	AFOCX vs DHAMX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	42	7.18%	—	Sep 2022	AFOCX vs FEQHX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	25.53%	—	Jan 2017	AFOCX vs YFSIX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.78%	96.10B	Nov 2001	AFOCX vs VPMAX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	71	11.03%	—	Mar 2025	AFOCX vs FGJEX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	54	1.10%	—	Jun 2013	AFOCX vs ORDNX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	59	10.51%	2.30T	Apr 2015	AFOCX vs VSMPX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Low Volatility	—	—	—	Nov 2019	AFOCX vs FULVX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	51	11.07%	—	Nov 1988	AFOCX vs MUHLX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	77	11.27%	—	—	AFOCX vs SGOIX
POGSX	Pin Oak Equity	Large Cap Blend Equities	91	20.40%	—	Aug 1992	AFOCX vs POGSX
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	76	12.21%	—	Dec 2012	AFOCX vs FGLGX
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	75	11.94%	—	Dec 1998	AFOCX vs FGRTX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	59	10.11%	—	Sep 2014	AFOCX vs SSSYX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	57	10.12%	—	Aug 2014	AFOCX vs SSEYX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	14	6.48%	—	Jan 2021	AFOCX vs NWAUX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	1	-7.03%	—	Mar 2019	AFOCX vs TANDX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	Large Cap Blend Equities	19	11.95%	—	May 2008	AFOCX vs FLCKX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	21	5.29%	—	Nov 2019	AFOCX vs FNSTX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities	76	12.10%	42.60B	Sep 2005	AFOCX vs DFIEX

Compare AFOCX with Any Fund or Stock

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

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Diversifiers

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

Archer Focus Fund (AFOCX) Alternatives