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 361 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | GABAX vs VSMPX |
Best Risk-Adjusted Alternatives to GABAX
GABAX has a PortfoliosLab risk / return rank of 57. There are 178 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | GABAX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | GABAX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | GABAX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | GABAX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | GABAX vs POGSX |
Top Performing GABAX Alternatives (YTD)
GABAX is at 10.18% YTD. There are 119 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | GABAX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | GABAX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | GABAX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | GABAX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | GABAX vs IGIAX |
Lowest Volatility Alternatives to GABAX
GABAX has 12.72% 1-year volatility. There are 116 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | GABAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | GABAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | GABAX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | GABAX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | GABAX vs SILVX |
Lowest Drawdown Alternatives to GABAX
GABAX has a 1-year max drawdown of -10.47%. There are 297 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | GABAX vs SVPFX | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | GABAX vs AMFEX |
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 | 38 | -10.82% | — | Jul 1994 | GABAX vs GOLDX | |
| Gabelli Equity Income Fund | Dividend, Large Cap Blend Equities | 12 | 12.17% | — | Jan 1992 | GABAX vs GABEX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 47 | 14.32% | — | Oct 1991 | GABAX vs GABSX | |
| Gabelli Utilities Fund | Utilities Equities | 40 | 8.59% | — | Aug 1999 | GABAX vs GABUX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 8 | 0.46% | — | Apr 1987 | GABAX vs GABGX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 59 | 10.17% | — | Oct 1993 | GABAX vs GABTX | |
| Gabelli Value 25 Fund | Mid Cap Blend Equities | 80 | 10.34% | — | Sep 1989 | GABAX vs GABVX | |
| Gabelli Focused Growth and Income Fund | Mid Cap Blend Equities | 26 | 4.23% | — | Dec 2002 | GABAX vs GWSAX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 70 | 10.19% | — | Aug 1999 | GABAX vs GABBX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | Event Driven | 87 | 8.11% | — | Feb 2001 | GABAX vs EMAYX |
Often Compared With GABAX
Investors most often compare GABAX with SCHD, OAKMX, CRF. These 20 comparison targets span 17 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