Invesco Comstock Fund Class R6 (ICSFX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ICSFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ICSFX
ICSFX charges 0.44% annually. There are 38 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | ICSFX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ICSFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ICSFX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | ICSFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | ICSFX vs TILVX |
Best Risk-Adjusted Alternatives to ICSFX
ICSFX has a PortfoliosLab risk / return rank of 65. There are 157 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | ICSFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | ICSFX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | ICSFX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | ICSFX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | ICSFX vs AVLVX |
Top Performing ICSFX Alternatives (YTD)
ICSFX is at 10.58% YTD. There are 134 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | ICSFX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | ICSFX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | ICSFX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | ICSFX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | ICSFX vs NPRTX |
Lowest Volatility Alternatives to ICSFX
ICSFX has 11.08% 1-year volatility. There are 138 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | ICSFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | ICSFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | ICSFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | ICSFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | ICSFX vs TMMAX |
Lowest Drawdown Alternatives to ICSFX
ICSFX has a 1-year max drawdown of -7.98%. There are 217 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | ICSFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ICSFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | ICSFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | ICSFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | ICSFX vs SVAIX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 71 | 20.39% | — | Oct 2020 | ICSFX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 10.14% | — | — | ICSFX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -3.25% | — | Jul 1983 | ICSFX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | ICSFX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 85 | 24.13% | — | Jun 2001 | ICSFX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 63 | 10.38% | — | Oct 1968 | ICSFX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 32.95% | — | Jun 1999 | ICSFX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 5.31% | — | Feb 1988 | ICSFX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 63 | 6.66% | — | Aug 1960 | ICSFX vs ACEIX | |
| Invesco Global Fund | Global Equities | 26 | 9.69% | — | Dec 1969 | ICSFX vs OPPAX |
Often Compared With ICSFX
Investors most often compare ICSFX with AVERX, LEXCX, NEIMX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare ICSFX with Any Fund or Stock
Compare ICSFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ICSFX with funds that move differently
Invesco Comstock Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ICSFX.
Explore ICSFX Diversifiers