AMRGX Alternatives & Similar Mutual Funds

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 416 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
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	AMRGX vs ACIHX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	AMRGX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.90B	Dec 2017	AMRGX vs SWLGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	393.80B	May 1998	AMRGX vs VIGIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	393.80B	Nov 2000	AMRGX vs VIGAX

Best Risk-Adjusted Alternatives to AMRGX

AMRGX has a PortfoliosLab risk / return rank of 45. There are 84 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	95	92.00B	Nov 1984	AMRGX vs VPMCX
POGRX	PrimeCap Odyssey Growth Fund	94	—	Nov 2004	AMRGX vs POGRX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	92	31.20B	Nov 2001	AMRGX vs VHCAX
FOCKX	Fidelity OTC Portfolio Class K	90	—	May 2008	AMRGX vs FOCKX
FOCPX	Fidelity OTC Portfolio	90	—	Dec 1984	AMRGX vs FOCPX

Top Performing AMRGX Alternatives (YTD)

AMRGX is at 20.85% YTD. There are 24 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	69.44%	—	Mar 2020	AMRGX vs ONERX
RYGRX	Rydex S&P 500 Pure Growth Fund	35.24%	—	Feb 2004	AMRGX vs RYGRX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	32.63%	—	Feb 2017	AMRGX vs FUMIX
FTQGX	Fidelity Focused Stock Fund	32.36%	—	Nov 1996	AMRGX vs FTQGX
POGRX	PrimeCap Odyssey Growth Fund	31.65%	—	Nov 2004	AMRGX vs POGRX

Lowest Volatility Alternatives to AMRGX

AMRGX has 27.78% 1-year volatility. There are 406 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	7.42%	—	Sep 2019	AMRGX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.66%	—	Jan 2005	AMRGX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	9.84%	—	Dec 2015	AMRGX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	10.18%	—	Apr 2010	AMRGX vs AWYIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.42%	—	Sep 2018	AMRGX vs GQEPX

Lowest Drawdown Alternatives to AMRGX

AMRGX has a 1-year max drawdown of -13.98%. There are 172 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
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	AMRGX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	AMRGX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	AMRGX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	AMRGX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	AMRGX vs DNVYX

Often Compared With AMRGX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	68	16.84%	—	Dec 1987	AMRGX vs FBGRX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	68	9.80%	—	Sep 1999	AMRGX vs DFUSX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	AMRGX vs SPY
FEQIX	Fidelity Equity-Income Fund	Large Cap Value Equities	80	9.48%	—	May 1966	AMRGX vs FEQIX
HTGC	Hercules Capital, Inc.		32	-14.59%	—	—	AMRGX vs HTGC
BPTRX	Baron Partners Fund	Large Cap Growth Equities	52	4.67%	—	Apr 2003	AMRGX vs BPTRX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	33	1.80%	—	Dec 1986	AMRGX vs PROVX
USGLX	John Hancock U.S. Global Leaders Growth Fund	Large Cap Growth Equities	2	-6.42%	—	Sep 1995	AMRGX vs USGLX
SCQGX	DWS Large Cap Focus Growth Fund	Large Cap Growth Equities	19	5.77%	—	May 1991	AMRGX vs SCQGX
EPGCX	Fidelity Advisor Equity Growth Fund Class C	Large Cap Growth Equities	31	11.54%	—	Nov 1997	AMRGX vs EPGCX
AULDX	American Century Ultra Fund Class R6	Large Cap Growth Equities	18	3.96%	—	Jul 2013	AMRGX vs AULDX
IOLZX	ICON Equity Fund	Large Cap Growth Equities	85	30.88%	—	Oct 2002	AMRGX vs IOLZX
PCLCX	PACE Large Co Growth Equity Investments	Large Cap Growth Equities	12	3.10%	—	Aug 1995	AMRGX vs PCLCX
PRUFX	T. Rowe Price Growth Stock I	Large Cap Growth Equities	15	2.35%	—	Apr 1950	AMRGX vs PRUFX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	61	11.06%	—	Jan 1990	AMRGX vs ADX
ONGAX	JPMorgan Investor Growth Fund Class A	Large Cap Growth Equities	48	8.58%	—	Oct 1996	AMRGX vs ONGAX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	29	8.72%	—	Dec 1973	AMRGX vs AGTHX
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	18	6.63%	—	Nov 2010	AMRGX vs JLGMX
ITHAX	Hartford Capital Appreciation Fund Class A	Large Cap Growth Equities	37	7.30%	—	Jul 1996	AMRGX vs ITHAX
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	13	0.15%	—	Sep 1985	AMRGX vs PRWAX

Compare AMRGX with Any Fund or Stock

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

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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.

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American Growth Fund Series One (AMRGX) Alternatives