Chesapeake Growth Fund (CHCGX) Alternatives
Chesapeake Growth Fund (CHCGX) 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 CHCGX. 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 CHCGX
CHCGX charges 1.67% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among CHCGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | CHCGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | CHCGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | CHCGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | CHCGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | CHCGX vs TILIX |
Best Risk-Adjusted Alternatives to CHCGX
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 | 91 | Mar 6, 2020 | CHCGX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | Nov 7, 2013 | CHCGX vs FCGSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 87 | Aug 17, 1999 | CHCGX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 85 | Jan 2, 1990 | CHCGX vs ADX | |
| Baron Partners Fund | 84 | Apr 30, 2003 | CHCGX vs BPTRX |
Top Performing CHCGX Alternatives (YTD)
CHCGX 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... | 9.54% | Sep 28, 2018 | CHCGX vs GQEPX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 2.46% | Aug 17, 1999 | CHCGX vs VTMGX | |
| ICON Equity Fund | 2.04% | Oct 17, 2002 | CHCGX vs IOLZX | |
| American Growth Fund Series One | 1.60% | Jul 31, 1958 | CHCGX vs AMRGX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | CHCGX vs BBLIX |
Lowest Volatility Alternatives to CHCGX
CHCGX 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 | 11.01% | Jan 10, 1991 | CHCGX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.83% | Dec 29, 2015 | CHCGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.41% | Sep 28, 2018 | CHCGX vs GQEPX | |
| Guggenheim Directional Allocation Fund | 12.61% | Jun 18, 2012 | CHCGX vs TVRIX | |
| Provident Trust Strategy Fund | 14.60% | Dec 30, 1986 | CHCGX vs PROVX |
Lowest Drawdown Alternatives to CHCGX
CHCGX 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 | CHCGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.34% | Sep 28, 2018 | CHCGX vs GQEPX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | CHCGX vs TVRIX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | CHCGX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | CHCGX vs BBLIX |
Often Compared With CHCGX
What investors most often compare with CHCGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | CHCGX vs SPY | |
| American Funds The New Economy Fund Class F-1 | Large Cap Growth Equities | 79 | -5.56% | Mar 15, 2001 | CHCGX vs ANFFX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 8 | -7.53% | Jun 30, 2000 | CHCGX vs GXXIX |
Compare CHCGX with Any Fund or Stock
Compare CHCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.