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 293 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | CHAIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CHAIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CHAIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | CHAIX vs VIGAX |
Best Risk-Adjusted Alternatives to CHAIX
CHAIX has a PortfoliosLab risk / return rank of 89. There are 2 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | CHAIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | CHAIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | CHAIX vs VHCAX | |
| American Funds The New Economy Fund Class F-1 | 87 | — | Mar 2001 | CHAIX vs ANFFX | |
| Chase Growth Fund | 86 | — | Dec 1997 | CHAIX vs CHASX |
Top Performing CHAIX Alternatives (YTD)
CHAIX is at 26.58% YTD. There are 7 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | CHAIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | CHAIX vs RYGRX | |
| ICON Equity Fund | 30.88% | — | Oct 2002 | CHAIX vs IOLZX | |
| Catalyst Dynamic Alpha Fund | 29.48% | — | Dec 2011 | CHAIX vs CPEAX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | CHAIX vs FUMIX |
Lowest Volatility Alternatives to CHAIX
CHAIX has 18.22% 1-year volatility. There are 317 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 | CHAIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | CHAIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | CHAIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | CHAIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.46% | — | Jan 1991 | CHAIX vs BLUEX |
Lowest Drawdown Alternatives to CHAIX
CHAIX has a 1-year max drawdown of -9.86%. There are 25 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 | CHAIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CHAIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CHAIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CHAIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CHAIX vs DNVYX |
Often Compared With CHAIX
Investors most often compare CHAIX with CTCAX, GQEPX, TILIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
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