AB Discovery Growth Fund (CHCLX) belongs to the Mid 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 CHCLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CHCLX
CHCLX charges 0.91% annually. There are 73 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | CHCLX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | CHCLX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | CHCLX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | CHCLX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | CHCLX vs VMFGX |
Best Risk-Adjusted Alternatives to CHCLX
CHCLX has a PortfoliosLab risk / return rank of 22. There are 43 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | CHCLX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | CHCLX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | CHCLX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | CHCLX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | CHCLX vs POAGX |
Top Performing CHCLX Alternatives (YTD)
CHCLX is at 13.85% YTD. There are 41 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | CHCLX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | CHCLX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | CHCLX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | CHCLX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | CHCLX vs POAGX |
Lowest Volatility Alternatives to CHCLX
CHCLX has 24.07% 1-year volatility. There are 145 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | CHCLX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | CHCLX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | CHCLX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | CHCLX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | CHCLX vs VLIFX |
Lowest Drawdown Alternatives to CHCLX
CHCLX has a 1-year max drawdown of -15.70%. There are 108 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | CHCLX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | CHCLX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | CHCLX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | CHCLX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | CHCLX vs SECUX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 4.57% | — | Oct 1996 | CHCLX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 11 | 4.71% | — | Jan 1996 | CHCLX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 12 | 4.76% | — | Jul 2015 | CHCLX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 12 | 6.56% | — | Sep 1990 | CHCLX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 80 | 2.54% | — | Aug 2010 | CHCLX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 71 | 2.18% | — | Feb 1994 | CHCLX vs AGDAX | |
| AB Sustainable Global Thematic Fund | Global Equities | 5 | 3.78% | — | Feb 1982 | CHCLX vs ALTFX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 32 | 21.46% | — | Feb 1969 | CHCLX vs QUASX | |
| AB Income Fund | Intermediate Core-Plus Bond | 17 | 0.08% | — | Aug 1987 | CHCLX vs ACGYX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 3 | -1.22% | — | Jul 1993 | CHCLX vs AWF |
Often Compared With CHCLX
Investors most often compare CHCLX with FDEGX, PRDMX, UPRO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CHCLX with Any Fund or Stock
Compare CHCLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CHCLX with funds that move differently
AB Discovery Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CHCLX.
Explore CHCLX Diversifiers