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 306 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 | CIAOX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CIAOX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | CIAOX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CIAOX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | CIAOX vs TILIX |
Best Risk-Adjusted Alternatives to CIAOX
CIAOX has a PortfoliosLab risk / return rank of 22. There are 175 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | CIAOX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | CIAOX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | CIAOX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | CIAOX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | CIAOX vs CHASX |
Top Performing CIAOX Alternatives (YTD)
CIAOX is at 4.20% YTD. There are 203 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | CIAOX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | CIAOX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | CIAOX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | CIAOX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | CIAOX vs FTQGX |
Lowest Volatility Alternatives to CIAOX
CIAOX has 14.14% 1-year volatility. There are 69 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | CIAOX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | CIAOX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | CIAOX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | CIAOX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | CIAOX vs BLUEX |
Lowest Drawdown Alternatives to CIAOX
CIAOX has a 1-year max drawdown of -11.74%. There are 92 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 | CIAOX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CIAOX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CIAOX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CIAOX vs MRFOX | |
| 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.
Compare CIAOX with Any Fund or Stock
Compare CIAOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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