Alger Growth & Income Fund (ALBAX) 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 ALBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ALBAX
ALBAX charges 0.98% annually. There are 301 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | ALBAX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | ALBAX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | ALBAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | ALBAX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | ALBAX vs SSSYX |
Best Risk-Adjusted Alternatives to ALBAX
ALBAX has a PortfoliosLab risk / return rank of 86. There are 15 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 | ALBAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | ALBAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | ALBAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | ALBAX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | ALBAX vs IGIAX |
Top Performing ALBAX Alternatives (YTD)
ALBAX is at 12.60% YTD. There are 52 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | ALBAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | ALBAX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | ALBAX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | ALBAX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | ALBAX vs FLVCX |
Lowest Volatility Alternatives to ALBAX
ALBAX has 12.58% 1-year volatility. There are 167 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | ALBAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | ALBAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | ALBAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | ALBAX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | ALBAX vs FSUVX |
Lowest Drawdown Alternatives to ALBAX
ALBAX has a 1-year max drawdown of -7.86%. There are 36 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 | ALBAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | ALBAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | ALBAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | ALBAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | ALBAX 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 | 50 | 15.85% | — | Nov 1993 | ALBAX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 49 | 15.83% | — | Nov 1993 | ALBAX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 35 | 13.30% | — | Dec 1996 | ALBAX vs ACAAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 51 | 24.36% | — | Jan 1989 | ALBAX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 36 | 12.56% | — | Jan 1995 | ALBAX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 40 | 15.10% | — | Nov 1993 | ALBAX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 26 | 10.78% | — | Jul 1969 | ALBAX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 36 | 13.52% | — | Dec 2010 | ALBAX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 11 | 9.54% | — | May 2002 | ALBAX vs ALMAX | |
| Alger AI Enablers & Adopters Z | Technology Equities | 71 | 26.65% | — | Apr 2024 | ALBAX vs AAIZX |
Often Compared With ALBAX
Investors most often compare ALBAX with CMNWX, MIGFX, SLVRX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare ALBAX with Any Fund or Stock
Compare ALBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ALBAX with funds that move differently
Alger Growth & Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ALBAX.
Explore ALBAX Diversifiers