Alger Capital Appreciation Portfolio (ALVOX) 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 ALVOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ALVOX
ALVOX charges 0.91% annually. There are 252 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | ALVOX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | ALVOX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ALVOX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | ALVOX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | ALVOX vs TILIX |
Best Risk-Adjusted Alternatives to ALVOX
ALVOX has a PortfoliosLab risk / return rank of 25. There are 122 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 | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | ALVOX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | ALVOX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | ALVOX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | ALVOX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | ALVOX vs FDSSX |
Top Performing ALVOX Alternatives (YTD)
ALVOX is at 7.30% YTD. There are 112 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | ALVOX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | ALVOX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | ALVOX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | ALVOX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | ALVOX vs VPMCX |
Lowest Volatility Alternatives to ALVOX
ALVOX has 23.20% 1-year volatility. There are 383 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | ALVOX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | ALVOX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | ALVOX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | ALVOX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | ALVOX vs GQEPX |
Lowest Drawdown Alternatives to ALVOX
ALVOX has a 1-year max drawdown of -18.86%. There are 362 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 | ALVOX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ALVOX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ALVOX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ALVOX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | ALVOX vs DNVYX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALGRX, ALAFX, ACAAX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity Fund Class I | Large Cap Growth Equities | 32 | 8.75% | — | Nov 1993 | ALVOX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 32 | 8.73% | — | Nov 1993 | ALVOX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 23 | 7.22% | — | Dec 1996 | ALVOX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 82 | 12.10% | — | Dec 1996 | ALVOX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 29 | 12.62% | — | Jan 1989 | ALVOX vs AAGOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 26 | 8.50% | — | Nov 1993 | ALVOX vs ALARX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 24 | 7.46% | — | Dec 2010 | ALVOX vs ACAZX | |
| Alger Spectra Fund | Large Cap Growth Equities | 16 | 3.40% | — | Jul 1969 | ALVOX vs SPECX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 8 | 2.51% | — | May 2002 | ALVOX vs ALMAX | |
| Alger AI Enablers & Adopters Z | Artificial Intelligence, Technology Equities | 45 | 17.09% | — | Apr 2024 | ALVOX vs AAIZX |
Often Compared With ALVOX
Investors most often compare ALVOX with TBCIX, FVWSX, FXAIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare ALVOX with Any Fund or Stock
Compare ALVOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ALVOX with funds that move differently
Alger Capital Appreciation Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ALVOX.
Explore ALVOX Diversifiers