Gabelli Asset Fund (GABAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GABAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GABAX
GABAX charges 1.33% annually. There are 369 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | GABAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | GABAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | GABAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | GABAX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | GABAX vs SWPPX |
Best Risk-Adjusted Alternatives to GABAX
GABAX has a PortfoliosLab risk / return rank of 41. There are 281 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | GABAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | GABAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | GABAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | GABAX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | GABAX vs IGIAX |
Top Performing GABAX Alternatives (YTD)
GABAX is at 9.38% YTD. There are 200 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | GABAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | GABAX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | GABAX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | GABAX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | GABAX vs FLVCX |
Lowest Volatility Alternatives to GABAX
GABAX has 12.77% 1-year volatility. There are 215 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | GABAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | GABAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | GABAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | GABAX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | GABAX vs FSUVX |
Lowest Drawdown Alternatives to GABAX
GABAX has a 1-year max drawdown of -10.47%. There are 300 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | GABAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | GABAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | GABAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | GABAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | GABAX vs QUERX |
Other Mutual Funds from Gabelli
The 10 most viewed Gabelli mutual funds shown here include GOLDX, GABEX, GABSX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Gold, Precious Metals | 23 | -4.65% | — | Jul 1994 | GABAX vs GOLDX | |
| Gabelli Equity Income Fund | Large Cap Blend Equities | 7 | 8.58% | — | Jan 1992 | GABAX vs GABEX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 42 | 14.76% | — | Oct 1991 | GABAX vs GABSX | |
| Gabelli Utilities Fund | Utilities Equities | 35 | 7.75% | — | Aug 1999 | GABAX vs GABUX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 12 | 1.64% | — | Apr 1987 | GABAX vs GABGX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 69 | 12.37% | — | Oct 1993 | GABAX vs GABTX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 44 | 6.68% | — | Aug 1999 | GABAX vs GABBX | |
| Gabelli Focused Growth and Income Fund | Mid Cap Blend Equities | 20 | 5.26% | — | Dec 2002 | GABAX vs GWSAX | |
| Gabelli Global Growth Fund | Global Equities | 14 | 3.13% | — | Feb 1994 | GABAX vs GICPX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | Event Driven | 71 | 6.55% | — | Feb 2001 | GABAX vs EMAYX |
Often Compared With GABAX
Investors most often compare GABAX with SCHD, OAKMX, VTV. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare GABAX with Any Fund or Stock
Compare GABAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GABAX with funds that move differently
Gabelli Asset Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GABAX.
Explore GABAX Diversifiers