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 a closer substitute for your current allocation.
Cheapest Alternatives to CHCGX
CHCGX charges 1.67% annually. There are 402 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 | CHCGX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CHCGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | CHCGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CHCGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | CHCGX vs VIGAX |
Best Risk-Adjusted Alternatives to CHCGX
CHCGX has a PortfoliosLab risk / return rank of 23. There are 199 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 | CHCGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | CHCGX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | CHCGX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | CHCGX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | CHCGX vs FOCPX |
Top Performing CHCGX Alternatives (YTD)
CHCGX is at 2.82% YTD. There are 314 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 | CHCGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | CHCGX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | CHCGX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | CHCGX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | CHCGX vs POGRX |
Lowest Volatility Alternatives to CHCGX
CHCGX has 13.40% 1-year volatility. There are 44 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 | CHCGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | CHCGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | CHCGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | CHCGX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | CHCGX vs GQEPX |
Lowest Drawdown Alternatives to CHCGX
CHCGX has a 1-year max drawdown of -13.44%. There are 151 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 | CHCGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CHCGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CHCGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CHCGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CHCGX vs DNVYX |
Often Compared With CHCGX
Investors most often compare CHCGX with SPY, ANFFX, IOLZX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare CHCGX with Any Fund or Stock
Compare CHCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CHCGX with funds that move differently
Chesapeake Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CHCGX.
Explore CHCGX Diversifiers