Invesco American Franchise Fund Class A (VAFAX) 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 VAFAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VAFAX
VAFAX charges 0.95% annually. There are 267 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | VAFAX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | VAFAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | VAFAX vs SWLGX | |
| Vanguard Mega Cap Growth Index Fund Institutional ... | 0.05% | — | Apr 2008 | VAFAX vs VMGAX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | VAFAX vs VRGWX |
Best Risk-Adjusted Alternatives to VAFAX
VAFAX has a PortfoliosLab risk / return rank of 11. There are 327 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 94 | — | Feb 1969 | VAFAX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 92 | 96.10B | Nov 1984 | VAFAX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | VAFAX vs VHCAX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 86 | — | May 2008 | VAFAX vs FSSKX | |
| Fidelity Stock Selector All Cap Fund | 86 | — | Sep 1990 | VAFAX vs FDSSX |
Top Performing VAFAX Alternatives (YTD)
VAFAX is at 8.62% YTD. There are 227 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 44.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 44.62% | — | Mar 2020 | VAFAX vs ONERX | |
| ICON Equity Fund | 33.28% | — | Oct 2002 | VAFAX vs IOLZX | |
| Chase Growth Fund | 27.15% | — | Dec 1997 | VAFAX vs CHASX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 27.13% | — | Feb 2004 | VAFAX vs GTLLX | |
| Chase Growth Fund Institutional Class | 27.09% | — | Jan 2007 | VAFAX vs CHAIX |
Lowest Volatility Alternatives to VAFAX
VAFAX has 22.57% 1-year volatility. There are 374 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.56% | — | Sep 2019 | VAFAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | VAFAX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.22% | — | Apr 2010 | VAFAX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.38% | — | Dec 2015 | VAFAX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.69% | — | Sep 2018 | VAFAX vs GQEPX |
Lowest Drawdown Alternatives to VAFAX
VAFAX has a 1-year max drawdown of -19.27%. There are 377 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 | VAFAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | VAFAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | VAFAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | VAFAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | VAFAX vs DNVYX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 45 | 17.94% | — | Oct 2020 | VAFAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 69 | 15.67% | — | Jul 1997 | VAFAX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 22 | -7.91% | — | Jul 1983 | VAFAX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 79 | 20.72% | — | Jun 2001 | VAFAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 87 | 14.96% | — | Oct 1968 | VAFAX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 81 | 28.29% | — | Jun 1999 | VAFAX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 39 | 10.04% | — | Feb 1988 | VAFAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 82 | 9.78% | — | Aug 1960 | VAFAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 71 | 15.85% | — | Jul 1997 | VAFAX vs VADDX | |
| Invesco Global Fund | Global Equities | 20 | 7.32% | — | Dec 1969 | VAFAX vs OPPAX |
Often Compared With VAFAX
Investors most often compare VAFAX with VOO, VGT, PARWX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare VAFAX with Any Fund or Stock
Compare VAFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VAFAX with funds that move differently
Invesco American Franchise Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VAFAX.
Explore VAFAX Diversifiers