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 148 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | VAFIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | VAFIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | VAFIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | VAFIX vs VIGAX |
Best Risk-Adjusted Alternatives to VAFIX
VAFIX has a PortfoliosLab risk / return rank of 11. There are 315 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | VAFIX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | VAFIX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | VAFIX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | VAFIX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | VAFIX vs FOCKX |
Top Performing VAFIX Alternatives (YTD)
VAFIX is at 8.28% YTD. There are 177 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | VAFIX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | VAFIX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | VAFIX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | VAFIX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | VAFIX vs FOCKX |
Lowest Volatility Alternatives to VAFIX
VAFIX has 21.48% 1-year volatility. There are 368 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | VAFIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | VAFIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | VAFIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | VAFIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | VAFIX vs GQEPX |
Lowest Drawdown Alternatives to VAFIX
VAFIX has a 1-year max drawdown of -19.21%. There are 373 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 | VAFIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | VAFIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | VAFIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | VAFIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | VAFIX vs DNVYX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 52 | 17.05% | — | Oct 2020 | VAFIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 53 | 11.89% | — | — | VAFIX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 11 | 8.10% | — | Jun 2005 | VAFIX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 22 | -11.69% | — | Jul 1983 | VAFIX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 17.94% | — | Jun 2001 | VAFIX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 76 | 11.85% | — | Oct 1968 | VAFIX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 8.09% | — | Feb 1988 | VAFIX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 81 | 26.27% | — | Jun 1999 | VAFIX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.39% | — | Aug 1960 | VAFIX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 55 | 12.04% | — | Jul 1997 | VAFIX vs VADDX |
Often Compared With VAFIX
Investors most often compare VAFIX with VOO, BRK-B, ADSIX. These 20 comparison targets span 5 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