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 423 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
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	5.10B	Dec 2017	AMRGX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	AMRGX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	365.00B	May 1998	AMRGX vs VIGIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	365.00B	Nov 2000	AMRGX vs VIGAX

Best Risk-Adjusted Alternatives to AMRGX

AMRGX has a PortfoliosLab risk / return rank of 38. There are 143 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
EFCNX	Emerald Insights Fund	99	—	Aug 2014	AMRGX vs EFCNX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	94	82.00B	Nov 1984	AMRGX vs VPMCX
FOCKX	Fidelity OTC Portfolio Class K	93	—	May 2008	AMRGX vs FOCKX
FOCPX	Fidelity OTC Portfolio	93	—	Dec 1984	AMRGX vs FOCPX
POGRX	PrimeCap Odyssey Growth Fund	93	—	Nov 2004	AMRGX vs POGRX

Top Performing AMRGX Alternatives (YTD)

AMRGX is at 18.37% YTD. There are 37 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	66.81%	—	Mar 2020	AMRGX vs ONERX
CTCAX	Columbia Global Technology Growth Fund Class A	32.06%	—	Nov 2000	AMRGX vs CTCAX
RYGRX	Rydex S&P 500 Pure Growth Fund	30.14%	—	Feb 2004	AMRGX vs RYGRX
IOLZX	ICON Equity Fund	28.15%	—	Oct 2002	AMRGX vs IOLZX
FOKFX	Fidelity OTC K6 Portfolio	28.00%	—	Jun 2019	AMRGX vs FOKFX

Lowest Volatility Alternatives to AMRGX

AMRGX has 26.89% 1-year volatility. There are 412 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	7.86%	—	Sep 2019	AMRGX vs BBLIX
EFCNX	Emerald Insights Fund	9.27%	—	Aug 2014	AMRGX vs EFCNX
MEIFX	Meridian Enhanced Equity Fund	9.35%	—	Jan 2005	AMRGX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	9.77%	—	Dec 2015	AMRGX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	9.88%	—	Apr 2010	AMRGX vs AWYIX

Lowest Drawdown Alternatives to AMRGX

AMRGX has a 1-year max drawdown of -13.98%. There are 178 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
EFCNX	Emerald Insights Fund	-2.90%	—	Aug 2014	AMRGX vs EFCNX
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
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-6.77%	—	Sep 2018	AMRGX vs GQEPX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	AMRGX vs AQEIX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	75	18.56%	—	Dec 1987	AMRGX vs FBGRX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	77	11.70%	—	Sep 1999	AMRGX vs DFUSX
HTGC	Hercules Capital, Inc.		31	-14.37%	—	—	AMRGX vs HTGC
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	AMRGX vs SPY
FEQIX	Fidelity Equity-Income Fund	Large Cap Value Equities	70	8.62%	—	May 1966	AMRGX vs FEQIX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	35	-0.19%	—	Apr 2003	AMRGX vs BPTRX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	24	1.91%	—	Dec 1986	AMRGX vs PROVX
USGLX	John Hancock U.S. Global Leaders Growth Fund	Large Cap Growth Equities	3	-1.51%	—	Sep 1995	AMRGX vs USGLX
SCQGX	DWS Large Cap Focus Growth Fund	Large Cap Growth Equities	27	11.02%	—	May 1991	AMRGX vs SCQGX
EPGCX	Fidelity Advisor Equity Growth Fund Class C	Large Cap Growth Equities	39	14.97%	—	Nov 1997	AMRGX vs EPGCX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Growth Equities	73	13.47%	—	Jan 1990	AMRGX vs ADX
PRUFX	T. Rowe Price Growth Stock I	Large Cap Growth Equities	22	7.04%	—	Apr 1950	AMRGX vs PRUFX
AULDX	American Century Ultra Fund Class R6	Large Cap Growth Equities	28	9.84%	—	Jul 2013	AMRGX vs AULDX
PCLCX	PACE Large Co Growth Equity Investments	Large Cap Growth Equities	13	4.62%	—	Aug 1995	AMRGX vs PCLCX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	34	10.09%	—	Dec 1973	AMRGX vs AGTHX
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	20	7.96%	—	Nov 2010	AMRGX vs JLGMX
ITHAX	Hartford Capital Appreciation Fund Class A	Large Cap Growth Equities	44	9.96%	—	Jul 1996	AMRGX vs ITHAX
DNVYX	Davis New York Venture Fund Class Y	Large Cap Growth Equities	82	11.25%	—	Feb 1969	AMRGX vs DNVYX
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	15	1.11%	—	Sep 1985	AMRGX vs PRWAX
ONGAX	JPMorgan Investor Growth Fund Class A	Large Cap Growth Equities	47	8.65%	—	Oct 1996	AMRGX vs ONGAX

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.

Explore AMRGX Diversifiers

American Growth Fund Series One (AMRGX) Alternatives