Alger Focus Equity Fund Class I (ALGRX) 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 ALGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ALGRX
ALGRX charges 0.95% annually. There are 265 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 | ALGRX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | ALGRX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ALGRX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | ALGRX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | ALGRX vs TILIX |
Best Risk-Adjusted Alternatives to ALGRX
ALGRX has a PortfoliosLab risk / return rank of 45. There are 62 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | ALGRX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | ALGRX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | ALGRX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | ALGRX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | ALGRX vs VHCAX |
Top Performing ALGRX Alternatives (YTD)
ALGRX is at 12.62% YTD. There are 61 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | ALGRX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | ALGRX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | ALGRX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | ALGRX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | ALGRX vs CHAIX |
Lowest Volatility Alternatives to ALGRX
ALGRX has 23.30% 1-year volatility. There are 392 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | ALGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | ALGRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | ALGRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | ALGRX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | ALGRX vs GQEPX |
Lowest Drawdown Alternatives to ALGRX
ALGRX has a 1-year max drawdown of -17.55%. There are 322 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 | ALGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ALGRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ALGRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ALGRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | ALGRX vs DNVYX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALAFX, ACAAX, ALBAX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity A Fund | Large Cap Growth Equities | 44 | 12.59% | — | Nov 1993 | ALGRX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 30 | 10.62% | — | Dec 1996 | ALGRX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 84 | 12.91% | — | Dec 1996 | ALGRX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 40 | 17.49% | — | Jan 1989 | ALGRX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 32 | 10.56% | — | Jan 1995 | ALGRX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 34 | 12.09% | — | Nov 1993 | ALGRX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 22 | 7.53% | — | Jul 1969 | ALGRX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 31 | 10.84% | — | Dec 2010 | ALGRX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 9 | 5.45% | — | May 2002 | ALGRX vs ALMAX | |
| Alger AI Enablers & Adopters Z | Technology Equities | 65 | 22.19% | — | Apr 2024 | ALGRX vs AAIZX |
Often Compared With ALGRX
Investors most often compare ALGRX with GQRIX, SPY, ^GSPC. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare ALGRX with Any Fund or Stock
Compare ALGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ALGRX with funds that move differently
Alger Focus Equity Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ALGRX.
Explore ALGRX Diversifiers