Invesco Comstock Select Fund (CGRWX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CGRWX
CGRWX charges 0.92% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CGRWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CGRWX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CGRWX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CGRWX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CGRWX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | CGRWX vs VVIAX |
Best Risk-Adjusted Alternatives to CGRWX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | Mar 2, 2016 | CGRWX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | CGRWX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | CGRWX vs TOWFX | |
| Dodge & Cox International Stock Fund | 86 | — | CGRWX vs DODFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | CGRWX vs NEIMX |
Top Performing CGRWX Alternatives (YTD)
CGRWX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | CGRWX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | CGRWX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | CGRWX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | CGRWX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | CGRWX vs SVAIX |
Lowest Volatility Alternatives to CGRWX
CGRWX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | CGRWX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | CGRWX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | CGRWX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | CGRWX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | CGRWX vs ACIIX |
Lowest Drawdown Alternatives to CGRWX
CGRWX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | CGRWX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | CGRWX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | CGRWX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | CGRWX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | CGRWX vs PSECX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 61 | -5.88% | Oct 13, 2020 | CGRWX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 31 | 0.54% | — | CGRWX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 22 | -9.70% | Jun 23, 2005 | CGRWX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 94 | 6.89% | Jul 18, 1983 | CGRWX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 41 | 0.00% | Oct 7, 1968 | CGRWX vs ACSTX | |
| Invesco Global Fund | Global Equities | 14 | -9.72% | Dec 21, 1969 | CGRWX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 26 | -6.99% | Feb 3, 1988 | CGRWX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 62 | 0.54% | Aug 2, 1960 | CGRWX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 32 | 0.61% | Jul 28, 1997 | CGRWX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 5.98% | Jun 25, 2001 | CGRWX vs VVOAX |
Often Compared With CGRWX
What investors most often compare with CGRWX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Funds American Mutual Fund Class A | Large Cap Blend Equities | 44 | -1.34% | Feb 21, 1950 | CGRWX vs AMRMX | |
| Vanguard S&P 500 Value ETF | Large Cap Value Equities, S&P 500 | 45 | 0.14% | Sep 7, 2010 | CGRWX vs VOOV | |
| Vanguard Equity Income Fund Investor Shares | Large Cap Value Equities | 60 | 1.48% | Mar 21, 1988 | CGRWX vs VEIPX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | CGRWX vs SPY | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 52 | 2.07% | Oct 1, 2002 | CGRWX vs TILVX | |
| Al Frank Fund | Large Cap Value Equities | 85 | 1.54% | May 1, 2006 | CGRWX vs VALAX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 75 | 8.31% | Nov 1, 1996 | CGRWX vs HFCVX |
Compare CGRWX with Any Fund or Stock
Compare CGRWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.