Chase Growth Fund (CHASX) Alternatives
Chase Growth Fund (CHASX) 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 CHASX. 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 CHASX
CHASX charges 1.14% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among CHASX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | CHASX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | CHASX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | CHASX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | CHASX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | CHASX vs VIGAX |
Best Risk-Adjusted Alternatives to CHASX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | CHASX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | CHASX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | CHASX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | CHASX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | CHASX vs VTMGX |
Top Performing CHASX Alternatives (YTD)
CHASX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | CHASX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | CHASX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | CHASX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | CHASX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | CHASX vs AMRGX |
Lowest Volatility Alternatives to CHASX
CHASX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | CHASX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | CHASX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | CHASX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | CHASX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | CHASX vs PROVX |
Lowest Drawdown Alternatives to CHASX
CHASX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | CHASX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | CHASX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | CHASX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | CHASX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | CHASX vs BBLIX |
Often Compared With CHASX
What investors most often compare with CHASX, based on PortfoliosLab usage data.
Compare CHASX with Any Fund or Stock
Compare CHASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.