Commerce Growth Fund (CFGRX) 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 CFGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CFGRX
CFGRX charges 0.68% annually. There are 127 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 | CFGRX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | CFGRX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CFGRX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | CFGRX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | CFGRX vs TILIX |
Best Risk-Adjusted Alternatives to CFGRX
CFGRX has a PortfoliosLab risk / return rank of 28. There are 222 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 | CFGRX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | CFGRX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | CFGRX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | CFGRX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | CFGRX vs POGRX |
Top Performing CFGRX Alternatives (YTD)
CFGRX is at 7.92% YTD. There are 257 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 | CFGRX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | CFGRX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | CFGRX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | CFGRX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | CFGRX vs FOKFX |
Lowest Volatility Alternatives to CFGRX
CFGRX has 13.36% 1-year volatility. There are 72 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 | CFGRX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | CFGRX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | CFGRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | CFGRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | CFGRX vs AWYIX |
Lowest Drawdown Alternatives to CFGRX
CFGRX has a 1-year max drawdown of -13.88%. There are 174 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 | CFGRX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CFGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CFGRX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | CFGRX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CFGRX vs AQEIX |
Other Mutual Funds from Commerce
The 7 most viewed Commerce mutual funds shown here include CFAGX, CFNLX, CFMOX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Commerce MidCap Growth Fund | Mid Cap Growth Equities | 4 | 4.58% | — | Dec 1994 | CFGRX vs CFAGX | |
| Commerce National Tax-Free Intermediate Bond Fund | Municipal Bonds | 66 | 1.12% | — | Feb 1995 | CFGRX vs CFNLX | |
| Commerce Missouri Tax-Free Intermediate Bond Fund | Municipal Bonds | 65 | 0.99% | — | Feb 1995 | CFGRX vs CFMOX | |
| Commerce Bond Fund | Intermediate Core Bond | 24 | 0.41% | — | Dec 1994 | CFGRX vs CFBNX | |
| Commerce Kansas Tax-Free Intermediate Bond Fund | Municipal Bonds | 61 | 0.71% | — | Dec 2000 | CFGRX vs KTXIX | |
| Commerce Short Term Government Fund | Government Bonds | 25 | -0.25% | — | Dec 1994 | CFGRX vs CFSTX | |
| Commerce Value Fund | Large Cap Value Equities | 59 | 10.36% | — | Mar 1997 | CFGRX vs CFVLX |
Often Compared With CFGRX
Investors most often compare CFGRX with SWPPX, SPY, VOO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CFGRX with Any Fund or Stock
Compare CFGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CFGRX with funds that move differently
Commerce Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFGRX.
Explore CFGRX Diversifiers