Alger 35 Fund (ATVPX) 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 ATVPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ATVPX
ATVPX charges 0.55% annually. There are 71 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 | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | ATVPX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | ATVPX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ATVPX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | ATVPX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | ATVPX vs VIGAX |
Best Risk-Adjusted Alternatives to ATVPX
ATVPX has a PortfoliosLab risk / return rank of 59. There are 59 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 | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | ATVPX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | ATVPX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | ATVPX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | ATVPX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | ATVPX vs POGRX |
Top Performing ATVPX Alternatives (YTD)
ATVPX is at 21.12% YTD. There are 30 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 | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | ATVPX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | ATVPX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | ATVPX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | ATVPX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | ATVPX vs FOKFX |
Lowest Volatility Alternatives to ATVPX
ATVPX has 22.33% 1-year volatility. There are 405 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 | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | ATVPX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | ATVPX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | ATVPX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | ATVPX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | ATVPX vs AWYIX |
Lowest Drawdown Alternatives to ATVPX
ATVPX has a 1-year max drawdown of -16.74%. There are 295 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 | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | ATVPX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | ATVPX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ATVPX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | ATVPX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ATVPX vs AQEIX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALGRX, ALAFX, ACAAX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity Fund | Large Cap Growth Equities | 57 | 17.14% | — | Nov 1993 | ATVPX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 57 | 17.12% | — | Nov 1993 | ATVPX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 41 | 15.50% | — | Dec 1996 | ATVPX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 89 | 13.85% | — | Dec 1996 | ATVPX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 48 | 22.75% | — | Jan 1989 | ATVPX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 43 | 14.92% | — | Jan 1995 | ATVPX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 46 | 16.87% | — | Nov 1993 | ATVPX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 32 | 13.50% | — | Jul 1969 | ATVPX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 42 | 15.70% | — | Dec 2010 | ATVPX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 8 | 4.73% | — | May 2002 | ATVPX vs ALMAX |
Often Compared With ATVPX
Investors most often compare ATVPX with PRWAX, ATFV, BIAFX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare ATVPX with Any Fund or Stock
Compare ATVPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ATVPX with funds that move differently
Alger 35 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ATVPX.
Explore ATVPX Diversifiers