CHASX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to CHASX

CHASX charges 1.14% annually. There are 333 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
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	CHASX vs ACIHX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	CHASX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.94B	Dec 2017	CHASX vs SWLGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	393.80B	May 1998	CHASX vs VIGIX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	0.05%	—	Oct 2002	CHASX vs TILIX

Best Risk-Adjusted Alternatives to CHASX

CHASX has a PortfoliosLab risk / return rank of 89. There are 3 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	92.00B	Nov 1984	CHASX vs VPMCX
ONERX	One Rock Fund	89	—	Mar 2020	CHASX vs ONERX
CHAIX	Chase Growth Fund Institutional Class	89	—	Jan 2007	CHASX vs CHAIX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	86	31.20B	Nov 2001	CHASX vs VHCAX
FOCKX	Fidelity OTC Portfolio Class K	86	—	May 2008	CHASX vs FOCKX

Top Performing CHASX Alternatives (YTD)

CHASX is at 25.25% YTD. There are 3 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	61.33%	—	Mar 2020	CHASX vs ONERX
IOLZX	ICON Equity Fund	27.06%	—	Oct 2002	CHASX vs IOLZX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	25.28%	—	Feb 2017	CHASX vs FUMIX
CHAIX	Chase Growth Fund Institutional Class	25.21%	—	Jan 2007	CHASX vs CHAIX
RYGRX	Rydex S&P 500 Pure Growth Fund	24.85%	—	Feb 2004	CHASX vs RYGRX

Lowest Volatility Alternatives to CHASX

CHASX has 18.69% 1-year volatility. There are 322 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.84%	—	Sep 2019	CHASX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.75%	—	Jan 2005	CHASX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	10.05%	—	Dec 2015	CHASX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	10.17%	—	Apr 2010	CHASX vs AWYIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.65%	—	Sep 2018	CHASX vs GQEPX

Lowest Drawdown Alternatives to CHASX

CHASX has a 1-year max drawdown of -9.90%. There are 27 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
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	CHASX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	CHASX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	CHASX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	CHASX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	CHASX vs DNVYX

Often Compared With CHASX

Investors most often compare CHASX with FXAIX, ONGAX, FTQGX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	60	10.18%	—	Feb 1988	CHASX vs FXAIX
ONGAX	JPMorgan Investor Growth Fund Class A	Large Cap Growth Equities	39	7.62%	—	Oct 1996	CHASX vs ONGAX
FTQGX	Fidelity Focused Stock Fund	Large Cap Growth Equities	65	24.52%	—	Nov 1996	CHASX vs FTQGX
VUG	Vanguard Growth ETF	Large Cap Growth Equities	33	7.19%	393.80B	Jan 2004	CHASX vs VUG
YALL	God Bless America ETF	Large Cap Blend Equities	8	-2.07%	101.04M	Oct 2022	CHASX vs YALL
RY	Royal Bank of Canada		98	27.30%	—	—	CHASX vs RY
VOO	Vanguard S&P 500 ETF	S&P 500	67	10.87%	1.70T	Sep 2010	CHASX vs VOO
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	75	17.01%	—	Mar 2001	CHASX vs ANFFX
FKGRX	Franklin Growth Fund	Large Cap Growth Equities	22	5.79%	—	Apr 1948	CHASX vs FKGRX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	85	23.64%	—	Dec 1984	CHASX vs FOCPX
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	43	11.67%	—	Sep 2003	CHASX vs FNCMX
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Growth Equities	11	-0.60%	—	Jan 1990	CHASX vs CRF
BPTRX	Baron Partners Fund	Large Cap Growth Equities	59	5.91%	—	Apr 2003	CHASX vs BPTRX
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	53	16.12%	—	Jan 2000	CHASX vs NASDX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.84%	783.21B	Jan 1993	CHASX vs SPY
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	20	7.16%	—	Dec 1973	CHASX vs AGTHX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	Global Equities	59	11.01%	95.30B	Feb 2019	CHASX vs VTWAX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	9.37%	176.32B	May 1967	CHASX vs FCNTX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	83	16.50%	—	Jan 1990	CHASX vs ADX

Compare CHASX with Any Fund or Stock

Compare CHASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair CHASX with funds that move differently

Chase Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CHASX.

Explore CHASX Diversifiers

Chase Growth Fund (CHASX) Alternatives