Permanent Portfolio Aggressive Growth Portfolio (PAGRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PAGRX
PAGRX charges 1.21% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among PAGRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | PAGRX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | PAGRX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | PAGRX vs SSSYX |
Best Risk-Adjusted Alternatives to PAGRX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | PAGRX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | PAGRX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | PAGRX vs SGOIX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | PAGRX vs DHAMX | |
| Permanent Portfolio Aggressive Growth Fund Class A | 86 | Jan 2, 1990 | PAGRX vs PAGDX |
Top Performing PAGRX Alternatives (YTD)
PAGRX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | PAGRX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | PAGRX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | PAGRX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | PAGRX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | PAGRX vs RCKSX |
Lowest Volatility Alternatives to PAGRX
PAGRX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | PAGRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | PAGRX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | PAGRX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | PAGRX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | PAGRX vs QUERX |
Lowest Drawdown Alternatives to PAGRX
PAGRX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | PAGRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | PAGRX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | PAGRX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | PAGRX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | PAGRX vs GQEIX |
Other Mutual Funds from Permanent Portfolio
Most popular Permanent Portfolio mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Permanent Portfolio Permanent Portfolio | Diversified Portfolio | 91 | 2.72% | Nov 30, 1982 | PAGRX vs PRPFX | |
| Permanent Portfolio Versatile Bond Portfolio | Short-Term Bond | 93 | -0.17% | Sep 27, 1991 | PAGRX vs PRVBX | |
| Permanent Portfolio Short-Term Treasury Portfolio | Ultrashort Bond | 99 | 0.35% | Sep 21, 1987 | PAGRX vs PRTBX |
Often Compared With PAGRX
What investors most often compare with PAGRX, 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.