Invesco Comstock Select Fund (CGRWX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CGRWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CGRWX
CGRWX charges 0.92% annually. There are 213 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | CGRWX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CGRWX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | CGRWX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | CGRWX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | CGRWX vs VVIAX |
Best Risk-Adjusted Alternatives to CGRWX
CGRWX has a PortfoliosLab risk / return rank of 53. There are 195 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | CGRWX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | CGRWX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | CGRWX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | CGRWX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | CGRWX vs SABTX |
Top Performing CGRWX Alternatives (YTD)
CGRWX is at 6.62% YTD. There are 258 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | CGRWX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | CGRWX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | CGRWX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | CGRWX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | CGRWX vs PXTIX |
Lowest Volatility Alternatives to CGRWX
CGRWX has 12.78% 1-year volatility. There are 278 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | CGRWX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | CGRWX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | CGRWX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | CGRWX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | CGRWX vs FLCCX |
Lowest Drawdown Alternatives to CGRWX
CGRWX has a 1-year max drawdown of -9.66%. There are 286 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | CGRWX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CGRWX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CGRWX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | CGRWX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CGRWX vs SVAIX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 76 | 21.57% | — | Oct 2020 | CGRWX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 41 | 9.93% | — | — | CGRWX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 28 | 3.54% | — | Jul 1983 | CGRWX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 87 | 23.96% | — | Jun 2001 | CGRWX vs VVOAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | CGRWX vs VAFAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 59 | 9.14% | — | Oct 1968 | CGRWX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 41 | 6.01% | — | Feb 1988 | CGRWX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 31.33% | — | Jun 1999 | CGRWX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 67 | 6.02% | — | Aug 1960 | CGRWX vs ACEIX | |
| Invesco Global Fund | Global Equities | 25 | 9.82% | — | Dec 1969 | CGRWX vs OPPAX |
Often Compared With CGRWX
Investors most often compare CGRWX with AMRMX, VOOV, VEIPX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CGRWX with Any Fund or Stock
Compare CGRWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CGRWX with funds that move differently
Invesco Comstock Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CGRWX.
Explore CGRWX Diversifiers