Asset Management Fund Large Cap Equity Fund (IICAX) 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 IICAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IICAX
IICAX charges 1.71% annually. There are 377 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | IICAX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | IICAX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | IICAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | IICAX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | IICAX vs VSMPX |
Best Risk-Adjusted Alternatives to IICAX
IICAX has a PortfoliosLab risk / return rank of 69. There are 74 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 | IICAX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | IICAX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | IICAX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | IICAX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | IICAX vs POGSX |
Top Performing IICAX Alternatives (YTD)
IICAX is at 8.86% YTD. There are 230 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 | IICAX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | IICAX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | IICAX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | IICAX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | IICAX vs IGIAX |
Lowest Volatility Alternatives to IICAX
IICAX has 10.84% 1-year volatility. There are 40 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 | IICAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | IICAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | IICAX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | IICAX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | IICAX vs SILVX |
Lowest Drawdown Alternatives to IICAX
IICAX has a 1-year max drawdown of -7.25%. There are 13 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 | IICAX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | IICAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | IICAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | IICAX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | IICAX vs AMFEX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With IICAX
Investors most often compare IICAX with AGRDX, WTRCX, TISPX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare IICAX with Any Fund or Stock
Compare IICAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IICAX with funds that move differently
Asset Management Fund Large Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IICAX.
Explore IICAX Diversifiers