Alger Focus Equity A Fund (ALAFX) 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 ALAFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ALAFX
ALAFX charges 0.95% annually. There are 267 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 | ALAFX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | ALAFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ALAFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | ALAFX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | ALAFX vs VIGAX |
Best Risk-Adjusted Alternatives to ALAFX
ALAFX has a PortfoliosLab risk / return rank of 49. There are 78 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | ALAFX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | ALAFX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | ALAFX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | ALAFX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | ALAFX vs FOCPX |
Top Performing ALAFX Alternatives (YTD)
ALAFX is at 15.83% YTD. There are 48 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | ALAFX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | ALAFX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | ALAFX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | ALAFX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | ALAFX vs POGRX |
Lowest Volatility Alternatives to ALAFX
ALAFX has 22.86% 1-year volatility. There are 393 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | ALAFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | ALAFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | ALAFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | ALAFX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | ALAFX vs GQEPX |
Lowest Drawdown Alternatives to ALAFX
ALAFX has a 1-year max drawdown of -17.58%. There are 324 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 | ALAFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ALAFX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ALAFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ALAFX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | ALAFX vs DNVYX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALGRX, ACAAX, ALBAX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity Fund | Large Cap Growth Equities | 50 | 15.85% | — | Nov 1993 | ALAFX vs ALGRX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 35 | 13.30% | — | Dec 1996 | ALAFX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 86 | 12.60% | — | Dec 1996 | ALAFX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 51 | 24.36% | — | Jan 1989 | ALAFX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 36 | 12.56% | — | Jan 1995 | ALAFX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 40 | 15.10% | — | Nov 1993 | ALAFX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 26 | 10.78% | — | Jul 1969 | ALAFX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 36 | 13.52% | — | Dec 2010 | ALAFX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 11 | 9.54% | — | May 2002 | ALAFX vs ALMAX | |
| Alger AI Enablers & Adopters Z | Technology Equities | 71 | 26.65% | — | Apr 2024 | ALAFX vs AAIZX |
Often Compared With ALAFX
Investors most often compare ALAFX with VOO, FRTY, CHAT. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare ALAFX with Any Fund or Stock
Compare ALAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ALAFX with funds that move differently
Alger Focus Equity A Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ALAFX.
Explore ALAFX Diversifiers