AB Growth Fund (AGRFX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AGRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AGRFX
AGRFX charges 1.12% annually. There are 327 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | AGRFX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AGRFX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | AGRFX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | AGRFX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | AGRFX vs TILIX |
Best Risk-Adjusted Alternatives to AGRFX
AGRFX has a PortfoliosLab risk / return rank of 10. There are 301 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | AGRFX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | AGRFX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | AGRFX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | AGRFX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | AGRFX vs CHASX |
Top Performing AGRFX Alternatives (YTD)
AGRFX is at 2.91% YTD. There are 242 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | AGRFX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | AGRFX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | AGRFX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | AGRFX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | AGRFX vs FTQGX |
Lowest Volatility Alternatives to AGRFX
AGRFX has 16.37% 1-year volatility. There are 172 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | AGRFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | AGRFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | AGRFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | AGRFX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | AGRFX vs BLUEX |
Lowest Drawdown Alternatives to AGRFX
AGRFX has a 1-year max drawdown of -15.92%. There are 241 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | AGRFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AGRFX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AGRFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AGRFX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | AGRFX vs DNVYX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 9 | 0.50% | — | Oct 1996 | AGRFX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 9 | 0.62% | — | Jan 1996 | AGRFX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 9 | 0.67% | — | Jul 2015 | AGRFX vs APGZX | |
| AB Municipal Income Shares | High Yield Muni | 71 | 2.22% | — | Aug 2010 | AGRFX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 69 | 1.64% | — | Feb 1994 | AGRFX vs AGDAX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 34 | 22.83% | — | Feb 1969 | AGRFX vs QUASX | |
| AB Income Fund | Intermediate Core-Plus Bond | 17 | 0.15% | — | Aug 1987 | AGRFX vs ACGYX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 3 | -1.65% | — | Jul 1993 | AGRFX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 5 | 2.40% | — | Feb 1982 | AGRFX vs ALTFX | |
| AB High Income Municipal Portfolio | High Yield Muni | 62 | 2.42% | — | Jan 2010 | AGRFX vs ABTYX |
Often Compared With AGRFX
Investors most often compare AGRFX with FXAIX, GSFTX, RPXIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare AGRFX with Any Fund or Stock
Compare AGRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AGRFX with funds that move differently
AB Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AGRFX.
Explore AGRFX Diversifiers