Chase Growth Fund Institutional Class (CHAIX) 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 CHAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CHAIX
CHAIX charges 1.00% annually. There are 296 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 | CHAIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CHAIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | CHAIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | CHAIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | CHAIX vs VIGAX |
Best Risk-Adjusted Alternatives to CHAIX
CHAIX has a PortfoliosLab risk / return rank of 90. There are 8 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 | CHAIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | CHAIX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | CHAIX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | CHAIX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | CHAIX vs POGRX |
Top Performing CHAIX Alternatives (YTD)
CHAIX is at 26.81% YTD. There are 8 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 | CHAIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | CHAIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | CHAIX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | CHAIX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | CHAIX vs FOKFX |
Lowest Volatility Alternatives to CHAIX
CHAIX has 17.43% 1-year volatility. There are 333 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 | CHAIX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | CHAIX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | CHAIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | CHAIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | CHAIX vs AWYIX |
Lowest Drawdown Alternatives to CHAIX
CHAIX has a 1-year max drawdown of -9.86%. There are 26 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 | CHAIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CHAIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CHAIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | CHAIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CHAIX vs AQEIX |
Other Mutual Funds from Chase
The 1 most viewed Chase mutual funds shown here include CHASX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Chase Growth Fund | Large Cap Growth Equities | 90 | 26.84% | — | Dec 1997 | CHAIX vs CHASX |
Often Compared With CHAIX
Investors most often compare CHAIX with TILIX, FCGSX, BLUEX. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 31 | 8.58% | — | Oct 2002 | CHAIX vs TILIX | |
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 91 | 23.92% | — | Nov 2013 | CHAIX vs FCGSX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -6.58% | — | Jan 1991 | CHAIX vs BLUEX |
Compare CHAIX with Any Fund or Stock
Compare CHAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CHAIX with funds that move differently
Chase Growth Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CHAIX.
Explore CHAIX Diversifiers