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 208 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | CGRWX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CGRWX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CGRWX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | CGRWX vs TILVX |
Best Risk-Adjusted Alternatives to CGRWX
CGRWX has a PortfoliosLab risk / return rank of 79. There are 189 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | CGRWX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | CGRWX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | CGRWX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | CGRWX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | CGRWX vs MALVX |
Top Performing CGRWX Alternatives (YTD)
CGRWX is at 10.73% YTD. There are 237 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | CGRWX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | CGRWX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | CGRWX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | CGRWX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | CGRWX vs YAFFX |
Lowest Volatility Alternatives to CGRWX
CGRWX has 12.99% 1-year volatility. There are 261 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | CGRWX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | CGRWX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | CGRWX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | CGRWX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | CGRWX vs ACIIX |
Lowest Drawdown Alternatives to CGRWX
CGRWX has a 1-year max drawdown of -9.66%. There are 282 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CGRWX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CGRWX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CGRWX vs BUFBX | |
| Torray Equity Income 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, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 38 | 11.50% | — | Oct 2020 | CGRWX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 68 | 13.11% | — | — | CGRWX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 2.06% | — | Jun 2005 | CGRWX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 35 | -8.91% | — | Jul 1983 | CGRWX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 74 | 14.48% | — | Jun 2001 | CGRWX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 83 | 12.80% | — | Oct 1968 | CGRWX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 21.61% | — | Jun 1999 | CGRWX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 6.19% | — | Feb 1988 | CGRWX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.11% | — | Aug 1960 | CGRWX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 69 | 13.28% | — | Jul 1997 | CGRWX vs VADDX |
Often Compared With CGRWX
Investors most often compare CGRWX with AMRMX, VOOV, VEIPX. These 20 comparison targets span 7 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