Invesco American Franchise Fund Class Y (VAFIX) 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 VAFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VAFIX
VAFIX charges 0.72% annually. There are 150 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 | VAFIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | VAFIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | VAFIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | VAFIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | VAFIX vs VIGAX |
Best Risk-Adjusted Alternatives to VAFIX
VAFIX has a PortfoliosLab risk / return rank of 17. There are 312 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | VAFIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | VAFIX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | VAFIX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | VAFIX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | VAFIX vs POGRX |
Top Performing VAFIX Alternatives (YTD)
VAFIX is at 9.78% YTD. There are 180 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | VAFIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | VAFIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | VAFIX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | VAFIX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | VAFIX vs FOKFX |
Lowest Volatility Alternatives to VAFIX
VAFIX has 19.19% 1-year volatility. There are 373 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 | VAFIX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | VAFIX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | VAFIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | VAFIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | VAFIX vs AWYIX |
Lowest Drawdown Alternatives to VAFIX
VAFIX has a 1-year max drawdown of -19.21%. There are 380 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 | VAFIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | VAFIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | VAFIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | VAFIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | VAFIX 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 | 76 | 21.57% | — | Oct 2020 | VAFIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 41 | 9.93% | — | — | VAFIX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 28 | 3.54% | — | Jul 1983 | VAFIX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 87 | 23.96% | — | Jun 2001 | VAFIX vs VVOAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | VAFIX vs VAFAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 59 | 9.14% | — | Oct 1968 | VAFIX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 41 | 6.01% | — | Feb 1988 | VAFIX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 31.33% | — | Jun 1999 | VAFIX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 67 | 6.02% | — | Aug 1960 | VAFIX vs ACEIX | |
| Invesco Global Fund | Global Equities | 25 | 9.82% | — | Dec 1969 | VAFIX vs OPPAX |
Often Compared With VAFIX
Investors most often compare VAFIX with VOO, BRK-B, ADSIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare VAFIX with Any Fund or Stock
Compare VAFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VAFIX with funds that move differently
Invesco American Franchise Fund Class Y alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VAFIX.
Explore VAFIX Diversifiers