Alger Capital Appreciation Portfolio (ALVOX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ALVOX
ALVOX charges 0.91% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among ALVOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | ALVOX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | ALVOX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | ALVOX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | ALVOX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | ALVOX vs VIGAX |
Best Risk-Adjusted Alternatives to ALVOX
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 | ALVOX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | ALVOX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | ALVOX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | ALVOX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | ALVOX vs VTMGX |
Top Performing ALVOX Alternatives (YTD)
ALVOX 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 | ALVOX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | ALVOX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | ALVOX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | ALVOX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | ALVOX vs AMRGX |
Lowest Volatility Alternatives to ALVOX
ALVOX 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 | ALVOX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | ALVOX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | ALVOX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | ALVOX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | ALVOX vs PROVX |
Lowest Drawdown Alternatives to ALVOX
ALVOX 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 | ALVOX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | ALVOX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | ALVOX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | ALVOX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | ALVOX 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 | ALVOX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 73 | -13.66% | Nov 8, 1993 | ALVOX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 50 | -14.63% | Dec 31, 1996 | ALVOX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 71 | -4.27% | Dec 31, 1996 | ALVOX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 56 | -12.22% | Jan 9, 1989 | ALVOX vs AAGOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 53 | -14.40% | Nov 8, 1993 | ALVOX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 42 | -15.14% | Jul 28, 1969 | ALVOX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 51 | -14.55% | Dec 29, 2010 | ALVOX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 5 | -15.06% | May 8, 2002 | ALVOX vs ALMAX | |
| Alger Capital Appreciation Institutional Fund Clas... | Large Cap Growth Equities | 54 | -14.30% | Feb 28, 2017 | ALVOX vs ACAYX |
Often Compared With ALVOX
What investors most often compare with ALVOX, 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.