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 334 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 | CHASX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | CHASX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CHASX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CHASX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | CHASX vs TILIX |
Best Risk-Adjusted Alternatives to CHASX
CHASX has a PortfoliosLab risk / return rank of 89. There are 5 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | CHASX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | CHASX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | CHASX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | CHASX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | CHASX vs FOCPX |
Top Performing CHASX Alternatives (YTD)
CHASX is at 26.58% YTD. There are 12 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | CHASX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | CHASX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | CHASX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | CHASX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | CHASX vs POGRX |
Lowest Volatility Alternatives to CHASX
CHASX has 18.25% 1-year volatility. There are 319 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 | CHASX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | CHASX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | CHASX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | CHASX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | 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 | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CHASX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CHASX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CHASX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CHASX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CHASX vs DNVYX |
Other Mutual Funds from Chase
The 1 most viewed Chase mutual funds shown here include CHAIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Chase Growth Fund Institutional Class | Large Cap Growth Equities | 89 | 26.58% | — | Jan 2007 | CHASX vs CHAIX |
Often Compared With CHASX
Investors most often compare CHASX with FXAIX, ONGAX, VUG. These 19 comparison targets span 4 categories, 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.
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