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 125 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CFGRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | CFGRX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CFGRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | CFGRX vs VIGAX |
Best Risk-Adjusted Alternatives to CFGRX
CFGRX has a PortfoliosLab risk / return rank of 17. There are 263 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | CFGRX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | CFGRX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | CFGRX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | CFGRX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | CFGRX vs FOCPX |
Top Performing CFGRX Alternatives (YTD)
CFGRX is at 2.56% YTD. There are 317 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 | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | CFGRX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | CFGRX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | CFGRX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | CFGRX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | CFGRX vs POGRX |
Lowest Volatility Alternatives to CFGRX
CFGRX has 14.03% 1-year volatility. There are 66 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 | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | CFGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | CFGRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | CFGRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | CFGRX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | CFGRX vs GQEPX |
Lowest Drawdown Alternatives to CFGRX
CFGRX has a 1-year max drawdown of -13.88%. There are 168 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 | CFGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CFGRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CFGRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CFGRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CFGRX vs DNVYX |
Other Mutual Funds from Commerce
The 7 most viewed Commerce mutual funds shown here include CFAGX, CFMOX, CFNLX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Commerce MidCap Growth Fund | Mid Cap Growth Equities | 4 | 3.91% | — | Dec 1994 | CFGRX vs CFAGX | |
| Commerce Missouri Tax-Free Intermediate Bond Fund | Municipal Bonds | 65 | 0.99% | — | Feb 1995 | CFGRX vs CFMOX | |
| Commerce National Tax-Free Intermediate Bond Fund | Municipal Bonds | 65 | 1.01% | — | Feb 1995 | CFGRX vs CFNLX | |
| Commerce Bond Fund | Intermediate Core Bond | 20 | 0.13% | — | Dec 1994 | CFGRX vs CFBNX | |
| Commerce Kansas Tax-Free Intermediate Bond Fund | Municipal Bonds | 59 | 0.65% | — | Dec 2000 | CFGRX vs KTXIX | |
| Commerce Short Term Government Fund | Government Bonds | 17 | -0.61% | — | Dec 1994 | CFGRX vs CFSTX | |
| Commerce Value Fund | Large Cap Value Equities | 72 | 12.18% | — | 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