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 417 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 | AMRGX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | AMRGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AMRGX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | AMRGX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | AMRGX vs VIGAX |
Best Risk-Adjusted Alternatives to AMRGX
AMRGX has a PortfoliosLab risk / return rank of 56. There are 28 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 | AMRGX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | AMRGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | AMRGX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | AMRGX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | AMRGX vs FDSSX |
Top Performing AMRGX Alternatives (YTD)
AMRGX is at 17.06% YTD. There are 13 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 | AMRGX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | AMRGX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | AMRGX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | AMRGX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | AMRGX vs VPMCX |
Lowest Volatility Alternatives to AMRGX
AMRGX has 28.73% 1-year volatility. There are 409 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 | AMRGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | AMRGX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | AMRGX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | AMRGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | AMRGX vs GQEPX |
Lowest Drawdown Alternatives to AMRGX
AMRGX has a 1-year max drawdown of -13.98%. There are 170 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 | AMRGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AMRGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AMRGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AMRGX vs MRFOX | |
| 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, SPY, DFUSX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare AMRGX with Any Fund or Stock
Compare AMRGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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