Permanent Portfolio Aggressive Growth Portfolio (PAGRX) 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 PAGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PAGRX
PAGRX charges 1.21% annually. There are 349 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% | — | — | PAGRX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PAGRX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | PAGRX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | PAGRX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | PAGRX vs SSSYX |
Best Risk-Adjusted Alternatives to PAGRX
PAGRX has a PortfoliosLab risk / return rank of 81. There are 37 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | PAGRX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | PAGRX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | PAGRX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | PAGRX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | PAGRX vs GTLOX |
Top Performing PAGRX Alternatives (YTD)
PAGRX is at 16.20% YTD. There are 16 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | PAGRX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | PAGRX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | PAGRX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | PAGRX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | PAGRX vs IGIAX |
Lowest Volatility Alternatives to PAGRX
PAGRX has 17.17% 1-year volatility. There are 389 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | PAGRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | PAGRX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | PAGRX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | PAGRX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | PAGRX vs FULVX |
Lowest Drawdown Alternatives to PAGRX
PAGRX has a 1-year max drawdown of -9.14%. There are 203 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | PAGRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | PAGRX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | PAGRX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | PAGRX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | PAGRX vs QUERX |
Other Mutual Funds from Permanent Portfolio
The 5 most viewed Permanent Portfolio mutual funds shown here include PRPFX, PRVBX, PRTBX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Permanent Portfolio Permanent Portfolio | Diversified Portfolio | 46 | 7.27% | — | Nov 1982 | PAGRX vs PRPFX | |
| Permanent Portfolio Versatile Bond Portfolio | Short-Term Bond | 85 | 0.91% | — | Sep 1991 | PAGRX vs PRVBX | |
| Permanent Portfolio Short-Term Treasury Portfolio | Ultrashort Bond | 99 | 0.76% | — | Sep 1987 | PAGRX vs PRTBX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 80 | 16.08% | — | Jan 1990 | PAGRX vs PAGDX | |
| Permanent Portfolio Fund Class A | Diversified Portfolio | 45 | 7.17% | — | May 2016 | PAGRX vs PRPDX |
Often Compared With PAGRX
Investors most often compare PAGRX with VFINX, SCHG, EKBAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare PAGRX with Any Fund or Stock
Compare PAGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PAGRX with funds that move differently
Permanent Portfolio Aggressive Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PAGRX.
Explore PAGRX Diversifiers