CIAOX Alternatives & Similar Mutual Funds

Capital Advisors Growth Fund (CIAOX) 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 CIAOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CIAOX

CIAOX charges 1.01% annually. There are 305 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
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	CIAOX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.94B	Dec 2017	CIAOX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	CIAOX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	393.80B	May 1998	CIAOX vs VIGIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	393.80B	Nov 2000	CIAOX vs VIGAX

Best Risk-Adjusted Alternatives to CIAOX

CIAOX has a PortfoliosLab risk / return rank of 22. There are 171 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	90	92.00B	Nov 1984	CIAOX vs VPMCX
ONERX	One Rock Fund	89	—	Mar 2020	CIAOX vs ONERX
CHASX	Chase Growth Fund	88	—	Dec 1997	CIAOX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	88	—	Jan 2007	CIAOX vs CHAIX
FOCKX	Fidelity OTC Portfolio Class K	87	—	May 2008	CIAOX vs FOCKX

Top Performing CIAOX Alternatives (YTD)

CIAOX is at 7.75% YTD. There are 195 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	61.33%	—	Mar 2020	CIAOX vs ONERX
IOLZX	ICON Equity Fund	28.11%	—	Oct 2002	CIAOX vs IOLZX
CHASX	Chase Growth Fund	26.96%	—	Dec 1997	CIAOX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	26.92%	—	Jan 2007	CIAOX vs CHAIX
FOCKX	Fidelity OTC Portfolio Class K	26.17%	—	May 2008	CIAOX vs FOCKX

Lowest Volatility Alternatives to CIAOX

CIAOX has 14.21% 1-year volatility. There are 68 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.83%	—	Sep 2019	CIAOX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.74%	—	Jan 2005	CIAOX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	10.13%	—	Dec 2015	CIAOX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	10.17%	—	Apr 2010	CIAOX vs AWYIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.63%	—	Sep 2018	CIAOX vs GQEPX

Lowest Drawdown Alternatives to CIAOX

CIAOX has a 1-year max drawdown of -11.74%. There are 91 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	CIAOX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	CIAOX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	CIAOX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	CIAOX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	CIAOX vs DNVYX

Often Compared With CIAOX

Investors most often compare CIAOX with USCGX, QQQ, SCHD. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
USCGX	USAA Capital Growth Fund	Global Equities	69	11.53%	—	Oct 2000	CIAOX vs USCGX
QQQ	Invesco QQQ ETF	Nasdaq-100	53	15.19%	481.14B	Mar 1999	CIAOX vs QQQ
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	91	22.44%	98.55B	Oct 2011	CIAOX vs SCHD
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	46	16.33%	—	Jul 1958	CIAOX vs AMRGX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	63	10.34%	—	Jun 2012	CIAOX vs TVRIX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	57	4.29%	—	Apr 2003	CIAOX vs BPTRX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	86	21.79%	—	Nov 2013	CIAOX vs FCGSX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	17	4.92%	—	Oct 2002	CIAOX vs TILIX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	76	18.40%	—	Mar 2001	CIAOX vs ANFFX
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	1	-4.09%	—	Jan 1991	CIAOX vs BLUEX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	12	4.63%	—	Jun 2000	CIAOX vs GXXIX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	63	14.19%	317.30B	Aug 1999	CIAOX vs VTMGX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	49	6.04%	—	Dec 1986	CIAOX vs PROVX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	83	16.90%	—	Jan 1990	CIAOX vs ADX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	66	11.43%	—	Jan 2007	CIAOX vs QQQX
FDSSX	Fidelity Stock Selector All Cap Fund	Large Cap Growth Equities	86	17.18%	—	Sep 1990	CIAOX vs FDSSX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	87	26.07%	—	Dec 1984	CIAOX vs FOCPX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	36	25.11%	—	Feb 2004	CIAOX vs RYGRX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	56	16.03%	—	Dec 1987	CIAOX vs FBGRX
FGKFX	Fidelity Growth Company K6 Fund	Large Cap Growth Equities	75	22.11%	—	Jun 2019	CIAOX vs FGKFX

Compare CIAOX with Any Fund or Stock

Compare CIAOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair CIAOX with funds that move differently

Capital Advisors Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CIAOX.

Explore CIAOX Diversifiers

Capital Advisors Growth Fund (CIAOX) Alternatives