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American Growth Fund Series One (AMRGX) 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 AMRGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AMRGX

AMRGX charges 4.07% annually. There are 423 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to AMRGX

AMRGX has a PortfoliosLab risk / return rank of 34. There are 185 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.


Top Performing AMRGX Alternatives (YTD)

AMRGX is at 16.33% YTD. There are 56 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.


Lowest Volatility Alternatives to AMRGX

AMRGX has 26.90% 1-year volatility. There are 413 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.


Lowest Drawdown Alternatives to AMRGX

AMRGX has a 1-year max drawdown of -13.98%. There are 179 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.


Often Compared With AMRGX

Investors most often compare AMRGX with FBGRX, DFUSX, HTGC. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Fidelity Blue Chip Growth FundLarge Cap Growth Equities
75
17.66%
Dec 1987AMRGX vs FBGRX
DFA U.S. Large Company PortfolioLarge Cap Blend Equities
77
11.55%
Sep 1999AMRGX vs DFUSX
Hercules Capital, Inc.
35
-12.68%
AMRGX vs HTGC
State Street SPDR S&P 500 ETFS&P 500
75
11.69%
781.00BJan 1993AMRGX vs SPY
Fidelity Equity-Income FundLarge Cap Value Equities
68
8.04%
May 1966AMRGX vs FEQIX
Baron Partners FundLarge Cap Growth Equities
34
1.03%
Apr 2003AMRGX vs BPTRX
Provident Trust Strategy FundLarge Cap Growth Equities
26
3.18%
Dec 1986AMRGX vs PROVX
John Hancock U.S. Global Leaders Growth FundLarge Cap Growth Equities
3
-0.53%
Sep 1995AMRGX vs USGLX
DWS Large Cap Focus Growth FundLarge Cap Growth Equities
28
10.98%
May 1991AMRGX vs SCQGX
Fidelity Advisor Equity Growth Fund Class CLarge Cap Growth Equities
39
14.52%
Nov 1997AMRGX vs EPGCX
ICON Equity FundLarge Cap Growth Equities
70
25.60%
Oct 2002AMRGX vs IOLZX
Adams Diversified Equity Fund, Inc.Large Cap Growth Equities
77
14.31%
Jan 1990AMRGX vs ADX
T. Rowe Price Growth Stock ILarge Cap Growth Equities
23
7.51%
Apr 1950AMRGX vs PRUFX
American Century Ultra Fund Class R6Large Cap Growth Equities
29
10.25%
Jul 2013AMRGX vs AULDX
PACE Large Co Growth Equity InvestmentsLarge Cap Growth Equities
14
4.44%
Aug 1995AMRGX vs PCLCX
American Funds The Growth Fund of America Class ALarge Cap Growth Equities
36
10.45%
Dec 1973AMRGX vs AGTHX
Vanguard Growth Index Fund Admiral SharesLarge Cap Growth Equities
36
11.14%
365.00BNov 2000AMRGX vs VIGAX
JPMorgan Large Cap Growth Fund Class R6Large Cap Growth Equities
19
7.25%
Nov 2010AMRGX vs JLGMX
Hartford Capital Appreciation Fund Class ALarge Cap Growth Equities
44
9.60%
Jul 1996AMRGX vs ITHAX
Davis New York Venture Fund Class YLarge Cap Growth Equities
84
11.05%
Feb 1969AMRGX vs DNVYX

Compare AMRGX with Any Fund or Stock

Compare AMRGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair AMRGX with funds that move differently

American Growth Fund Series One alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AMRGX.

Explore AMRGX Diversifiers