Capital Group U.S. Equity Fund (CUSEX) Alternatives
Capital Group U.S. Equity Fund (CUSEX) 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 CUSEX. 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 CUSEX
CUSEX charges 0.42% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among CUSEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | CUSEX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | CUSEX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | CUSEX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | CUSEX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | CUSEX vs TILIX |
Best Risk-Adjusted Alternatives to CUSEX
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 | 87 | Mar 6, 2020 | CUSEX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | CUSEX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | CUSEX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | CUSEX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | CUSEX vs VTMGX |
Top Performing CUSEX Alternatives (YTD)
CUSEX 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... | 9.79% | Sep 28, 2018 | CUSEX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | CUSEX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | CUSEX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | CUSEX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | CUSEX vs AMRGX |
Lowest Volatility Alternatives to CUSEX
CUSEX 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 | 10.98% | Jan 10, 1991 | CUSEX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | CUSEX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | CUSEX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | CUSEX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | CUSEX vs PROVX |
Lowest Drawdown Alternatives to CUSEX
CUSEX 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 | CUSEX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | CUSEX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | CUSEX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | CUSEX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | CUSEX vs BBLIX |
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Often Compared With CUSEX
What investors most often compare with CUSEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | CUSEX vs VOO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | CUSEX vs SPY | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | CUSEX vs SCHG | |
| ICON Equity Fund | Large Cap Growth Equities | 39 | -1.68% | Oct 17, 2002 | CUSEX vs IOLZX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 27 | -4.70% | Feb 20, 2004 | CUSEX vs RYGRX | |
| Chase Growth Fund | Large Cap Growth Equities | 78 | -4.37% | Dec 2, 1997 | CUSEX vs CHASX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 5 | -10.06% | Jun 30, 2000 | CUSEX vs GXXIX |
Compare CUSEX with Any Fund or Stock
Compare CUSEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.