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 336 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.03%	378.80B	May 1998	CHASX vs VIGIX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	CHASX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	CHASX vs SWLGX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	0.05%	—	Oct 2002	CHASX vs TILIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	378.80B	Nov 2000	CHASX vs VIGAX

Best Risk-Adjusted Alternatives to CHASX

CHASX has a PortfoliosLab risk / return rank of 79. There are 8 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
DNVYX	Davis New York Venture Fund Class Y	91	—	Feb 1969	CHASX vs DNVYX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	96.10B	Nov 1984	CHASX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	84	32.70B	Nov 2001	CHASX vs VHCAX
FDSSX	Fidelity Stock Selector All Cap Fund	80	—	Sep 1990	CHASX vs FDSSX
FZAPX	Fidelity Advisor Stock Selector All Cap Fund Class...	80	—	Aug 2013	CHASX vs FZAPX

Top Performing CHASX Alternatives (YTD)

CHASX is at 22.03% YTD. There are 2 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	29.13%	—	Mar 2020	CHASX vs ONERX
IOLZX	ICON Equity Fund	28.55%	—	Oct 2002	CHASX vs IOLZX
CHAIX	Chase Growth Fund Institutional Class	22.03%	—	Jan 2007	CHASX vs CHAIX
GTLLX	Glenmede Quantitative U.S. Large Cap Growth Equity...	21.57%	—	Feb 2004	CHASX vs GTLLX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	21.44%	—	Feb 2017	CHASX vs FUMIX

Lowest Volatility Alternatives to CHASX

CHASX has 19.29% 1-year volatility. There are 323 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.77%	—	Sep 2019	CHASX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.95%	—	Jan 2005	CHASX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.24%	—	Apr 2010	CHASX vs AWYIX
MRFOX	Marshfield Concentrated Opportunity Fund	10.40%	—	Dec 2015	CHASX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.60%	—	Sep 2018	CHASX vs GQEPX

Lowest Drawdown Alternatives to CHASX

CHASX has a 1-year max drawdown of -9.90%. 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
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 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	CHASX vs FXAIX
ONGAX	JPMorgan Investor Growth Fund Class A	Large Cap Growth Equities	40	7.41%	—	Oct 1996	CHASX vs ONGAX
FTQGX	Fidelity Focused Stock Fund	Large Cap Growth Equities	41	19.83%	—	Nov 1996	CHASX vs FTQGX
YALL	God Bless America ETF	Large Cap Blend Equities	14	-2.41%	101.04M	Oct 2022	CHASX vs YALL
VUG	Vanguard Growth ETF	Large Cap Growth Equities	37	7.33%	378.80B	Jan 2004	CHASX vs VUG
RY	Royal Bank of Canada		98	25.93%	—	—	CHASX vs RY
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	68	15.40%	—	Mar 2001	CHASX vs ANFFX
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	CHASX vs VOO
FKGRX	Franklin Growth Fund Class A	Large Cap Growth Equities	22	6.30%	—	Apr 1948	CHASX vs FKGRX
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Blend Equities	16	-0.77%	—	May 1973	CHASX vs CRF
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	33	9.51%	—	Sep 2003	CHASX vs FNCMX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	72	19.65%	—	Dec 1984	CHASX vs FOCPX
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	37	12.17%	—	Jan 2000	CHASX vs NASDX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	28	-5.35%	—	Apr 2003	CHASX vs BPTRX
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	72	19.73%	—	May 2008	CHASX vs FOCKX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	23	6.89%	176.32B	May 1967	CHASX vs FCNTX
ACIHX	American Century Investments Growth Fund G Class	Large Cap Growth Equities	14	2.97%	—	Mar 2022	CHASX vs ACIHX
TGCEX	TCW Select Equities Fund	Large Cap Growth Equities	5	2.07%	—	Feb 1993	CHASX vs TGCEX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	18	5.61%	—	Dec 1973	CHASX vs AGTHX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	CHASX vs SPY

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