VALIC Company I Capital Appreciation Fund (VAPPX) 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 VAPPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VAPPX
VAPPX charges 0.60% annually. There are 87 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 | VAPPX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | VAPPX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | VAPPX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | VAPPX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | VAPPX vs VIGAX |
Best Risk-Adjusted Alternatives to VAPPX
VAPPX has a PortfoliosLab risk / return rank of 21. There are 184 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | VAPPX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | VAPPX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | VAPPX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | VAPPX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | VAPPX vs CHASX |
Top Performing VAPPX Alternatives (YTD)
VAPPX is at 3.75% YTD. There are 215 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | VAPPX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | VAPPX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | VAPPX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | VAPPX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | VAPPX vs FTQGX |
Lowest Volatility Alternatives to VAPPX
VAPPX has 16.12% 1-year volatility. There are 157 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | VAPPX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | VAPPX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | VAPPX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | VAPPX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | VAPPX vs BLUEX |
Lowest Drawdown Alternatives to VAPPX
VAPPX has a 1-year max drawdown of -16.59%. There are 282 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 | VAPPX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | VAPPX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | VAPPX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | VAPPX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | VAPPX vs DNVYX |
Other Mutual Funds from VALIC
The 10 most viewed VALIC mutual funds shown here include VCNIX, VGLSX, VSTIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VALIC Company I Nasdaq-100 Index Fund | Large Cap Growth Equities | 55 | 16.33% | — | Oct 2000 | VAPPX vs VCNIX | |
| VALIC Company I Global Strategy Fund | Global Allocation | 81 | 8.49% | — | Dec 2005 | VAPPX vs VGLSX | |
| VALIC Company I Stock Index Fund | Large Cap Blend Equities | 56 | 8.01% | — | Apr 1987 | VAPPX vs VSTIX | |
| VALIC Company I Mid Cap Strategic Growth Fund | Mid Cap Growth Equities | 14 | 9.50% | — | Dec 2004 | VAPPX vs VMSGX | |
| VALIC Company I Science & Technology Fund | Technology Equities | 50 | 28.00% | — | Apr 1994 | VAPPX vs VCSTX | |
| VALIC Company I Blue Chip Growth Fund | Large Cap Growth Equities | 16 | -0.23% | — | Nov 2000 | VAPPX vs VCBCX | |
| VALIC Company I Growth Fund | Large Cap Growth Equities | 17 | 6.36% | — | Dec 2005 | VAPPX vs VCULX | |
| VALIC Company I Systematic Core Fund | Large Cap Blend Equities | 35 | 4.55% | — | Apr 1994 | VAPPX vs VCGAX | |
| VALIC Company I International Equities Index Fund | Foreign Large Cap Equities | 32 | 8.15% | — | Oct 1989 | VAPPX vs VCIEX | |
| Vertical Capital Income Fund | Global Bonds | 9 | -0.45% | — | Dec 2011 | VAPPX vs VCIFX |
Often Compared With VAPPX
Investors most often compare VAPPX with PRWCX, WMFFX, VCSLX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare VAPPX with Any Fund or Stock
Compare VAPPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VAPPX with funds that move differently
VALIC Company I Capital Appreciation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VAPPX.
Explore VAPPX Diversifiers