Alger Capital Appreciation Institutional Fund (ALARX) Alternatives
Alger Capital Appreciation Institutional Fund (ALARX) 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 ALARX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ALARX
ALARX charges 1.12% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among ALARX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | ALARX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | ALARX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | ALARX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | ALARX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | ALARX vs TILIX |
Best Risk-Adjusted Alternatives to ALARX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | ALARX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | ALARX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | ALARX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | ALARX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | ALARX vs VTMGX |
Top Performing ALARX Alternatives (YTD)
ALARX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | ALARX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | ALARX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | ALARX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | ALARX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | ALARX vs AMRGX |
Lowest Volatility Alternatives to ALARX
ALARX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | ALARX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | ALARX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | ALARX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | ALARX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | ALARX vs PROVX |
Lowest Drawdown Alternatives to ALARX
ALARX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | ALARX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | ALARX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | ALARX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | ALARX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | ALARX vs BBLIX |
Other Mutual Funds from Alger
Most popular Alger mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Alger Focus Equity Fund | Large Cap Growth Equities | 73 | -13.65% | Nov 8, 1993 | ALARX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 73 | -13.66% | Nov 8, 1993 | ALARX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 50 | -14.63% | Dec 31, 1996 | ALARX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 71 | -4.27% | Dec 31, 1996 | ALARX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 56 | -12.22% | Jan 9, 1989 | ALARX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 55 | -14.35% | Jan 25, 1995 | ALARX vs ALVOX | |
| Alger Spectra Fund | Large Cap Growth Equities | 42 | -15.14% | Jul 28, 1969 | ALARX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 51 | -14.55% | Dec 29, 2010 | ALARX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 5 | -15.06% | May 8, 2002 | ALARX vs ALMAX | |
| Alger Capital Appreciation Institutional Fund Clas... | Large Cap Growth Equities | 54 | -14.30% | Feb 28, 2017 | ALARX vs ACAYX |
Often Compared With ALARX
What investors most often compare with ALARX, based on PortfoliosLab usage data.
Compare ALARX with Any Fund or Stock
Compare ALARX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.