Invesco Capital Appreciation Fund (OPTFX) 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 OPTFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OPTFX
OPTFX charges 0.95% annually. There are 265 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | OPTFX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | OPTFX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | OPTFX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | OPTFX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | OPTFX vs VIGAX |
Best Risk-Adjusted Alternatives to OPTFX
OPTFX has a PortfoliosLab risk / return rank of 18. There are 211 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | OPTFX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | OPTFX vs ONERX | |
| Chase Growth Fund | 89 | — | Dec 1997 | OPTFX vs CHASX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | OPTFX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | OPTFX vs FOCKX |
Top Performing OPTFX Alternatives (YTD)
OPTFX is at 9.18% YTD. There are 144 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | OPTFX vs ONERX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | OPTFX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | OPTFX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.15% | — | Jan 2007 | OPTFX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.01% | — | Feb 2017 | OPTFX vs FUMIX |
Lowest Volatility Alternatives to OPTFX
OPTFX has 21.24% 1-year volatility. There are 367 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | OPTFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | OPTFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.06% | — | Dec 2015 | OPTFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | OPTFX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | OPTFX vs GQEPX |
Lowest Drawdown Alternatives to OPTFX
OPTFX has a 1-year max drawdown of -16.85%. There are 295 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | OPTFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | OPTFX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | OPTFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | OPTFX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | OPTFX vs DNVYX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 56 | 17.38% | — | Oct 2020 | OPTFX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 47 | 12.10% | — | — | OPTFX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 12 | 8.10% | — | Jun 2005 | OPTFX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -11.19% | — | Jul 1983 | OPTFX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 19.18% | — | Jun 2001 | OPTFX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 71 | 11.85% | — | Oct 1968 | OPTFX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 7.34% | — | Feb 1988 | OPTFX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 82 | 27.26% | — | Jun 1999 | OPTFX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 68 | 7.11% | — | Aug 1960 | OPTFX vs ACEIX | |
| Invesco Global Fund | Global Equities | 18 | 6.71% | — | Dec 1969 | OPTFX vs OPPAX |
Often Compared With OPTFX
Investors most often compare OPTFX with PIODX, FBGRX, VOO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare OPTFX with Any Fund or Stock
Compare OPTFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OPTFX with funds that move differently
Invesco Capital Appreciation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OPTFX.
Explore OPTFX Diversifiers