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 269 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | OPTFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | OPTFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | OPTFX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | OPTFX vs VIGAX |
Best Risk-Adjusted Alternatives to OPTFX
OPTFX has a PortfoliosLab risk / return rank of 23. There are 236 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | OPTFX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | OPTFX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | OPTFX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | OPTFX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | OPTFX vs POGRX |
Top Performing OPTFX Alternatives (YTD)
OPTFX is at 10.57% YTD. There are 133 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 63.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 63.96% | — | Mar 2020 | OPTFX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.99% | — | Nov 2000 | OPTFX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.30% | — | Feb 2004 | OPTFX vs RYGRX | |
| Fidelity OTC Portfolio Class K | 28.33% | — | May 2008 | OPTFX vs FOCKX | |
| Fidelity OTC Portfolio | 28.25% | — | Dec 1984 | OPTFX vs FOCPX |
Lowest Volatility Alternatives to OPTFX
OPTFX has 19.02% 1-year volatility. There are 368 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | OPTFX vs BBLIX | |
| Emerald Insights Fund | 9.18% | — | Aug 2014 | OPTFX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.39% | — | Jan 2005 | OPTFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | OPTFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | OPTFX vs AWYIX |
Lowest Drawdown Alternatives to OPTFX
OPTFX has a 1-year max drawdown of -16.85%. There are 299 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | OPTFX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | OPTFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | OPTFX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | OPTFX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | OPTFX vs AQEIX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 72 | 21.22% | — | Oct 2020 | OPTFX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 36 | 9.47% | — | — | OPTFX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 23 | 0.41% | — | Jul 1983 | OPTFX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 84 | 23.71% | — | Jun 2001 | OPTFX vs VVOAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 15 | 8.97% | — | Jun 2005 | OPTFX vs VAFAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 55 | 8.97% | — | Oct 1968 | OPTFX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 5.45% | — | Feb 1988 | OPTFX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 86 | 30.74% | — | Jun 1999 | OPTFX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 61 | 5.74% | — | Aug 1960 | OPTFX vs ACEIX | |
| Invesco Global Fund | Global Equities | 25 | 9.49% | — | Dec 1969 | OPTFX vs OPPAX |
Often Compared With OPTFX
Investors most often compare OPTFX with PIODX, FBGRX, VOO. These 20 comparison targets span 6 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