Alger Growth & Income Fund (ALBAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ALBAX
ALBAX charges 0.98% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among ALBAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | ALBAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | ALBAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | ALBAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | ALBAX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | ALBAX vs SSSYX |
Best Risk-Adjusted Alternatives to ALBAX
Among mutual funds in the Large Cap Blend 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | ALBAX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | ALBAX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | ALBAX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | ALBAX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | ALBAX vs DHAMX |
Top Performing ALBAX Alternatives (YTD)
ALBAX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | ALBAX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | ALBAX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | ALBAX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | ALBAX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | ALBAX vs RCKSX |
Lowest Volatility Alternatives to ALBAX
ALBAX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | ALBAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | ALBAX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | ALBAX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | ALBAX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | ALBAX vs QUERX |
Lowest Drawdown Alternatives to ALBAX
ALBAX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | ALBAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | ALBAX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | ALBAX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | ALBAX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | ALBAX vs GQEIX |
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 | ALBAX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 73 | -13.66% | Nov 8, 1993 | ALBAX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 50 | -14.63% | Dec 31, 1996 | ALBAX vs ACAAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 56 | -12.22% | Jan 9, 1989 | ALBAX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 55 | -14.35% | Jan 25, 1995 | ALBAX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 53 | -14.40% | Nov 8, 1993 | ALBAX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 42 | -15.14% | Jul 28, 1969 | ALBAX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 51 | -14.55% | Dec 29, 2010 | ALBAX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 5 | -15.06% | May 8, 2002 | ALBAX vs ALMAX | |
| Alger Capital Appreciation Institutional Fund Clas... | Large Cap Growth Equities | 54 | -14.30% | Feb 28, 2017 | ALBAX vs ACAYX |
Often Compared With ALBAX
What investors most often compare with ALBAX, 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.