Alger Growth & Income Portfolio (AIGOX) 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 AIGOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AIGOX
AIGOX charges 0.86% annually. There are 261 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | AIGOX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | AIGOX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | AIGOX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | AIGOX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | AIGOX vs SSSYX |
Best Risk-Adjusted Alternatives to AIGOX
AIGOX has a PortfoliosLab risk / return rank of 87. There are 12 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 | AIGOX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | AIGOX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | AIGOX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | AIGOX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | AIGOX vs IGIAX |
Top Performing AIGOX Alternatives (YTD)
AIGOX is at 13.97% YTD. There are 38 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | AIGOX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | AIGOX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | AIGOX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | AIGOX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | AIGOX vs POSKX |
Lowest Volatility Alternatives to AIGOX
AIGOX has 12.95% 1-year volatility. There are 263 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | AIGOX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | AIGOX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | AIGOX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | AIGOX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | AIGOX vs FSUVX |
Lowest Drawdown Alternatives to AIGOX
AIGOX has a 1-year max drawdown of -8.11%. There are 48 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 | AIGOX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | AIGOX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AIGOX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | AIGOX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | AIGOX vs QUERX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALGRX, ALAFX, ACAAX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity Fund | Large Cap Growth Equities | 53 | 18.19% | — | Nov 1993 | AIGOX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 53 | 18.18% | — | Nov 1993 | AIGOX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 37 | 15.37% | — | Dec 1996 | AIGOX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 86 | 13.01% | — | Dec 1996 | AIGOX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 53 | 26.23% | — | Jan 1989 | AIGOX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 38 | 14.65% | — | Jan 1995 | AIGOX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 42 | 17.11% | — | Nov 1993 | AIGOX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 28 | 12.91% | — | Jul 1969 | AIGOX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 38 | 15.57% | — | Dec 2010 | AIGOX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 10 | 9.47% | — | May 2002 | AIGOX vs ALMAX |
Often Compared With AIGOX
Investors most often compare AIGOX with SPY, WBREOX, CGDV. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare AIGOX with Any Fund or Stock
Compare AIGOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AIGOX with funds that move differently
Alger Growth & Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AIGOX.
Explore AIGOX Diversifiers