Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Growth Fund of America · AGTHX, RGAAX, RGABX, RGACX, RGAEX, RGAFX, GFACX, GFAFX, CGFAX, CGFCX, CGFEX, CGFFX, GFFFX, RGAGX, RGEBX, RGAHX, GAFFX, TAFFX, TFGAX, FAFGX, FFAFX cheaper | 62% | 0.29% | — |
| 2 | Growth-Income Fund cheaper | 62% | 0.28% | Capital Research and Management Company |
| 3 | Investment Co of America · AIVSX, RICAX, RICBX, RICCX, RICEX, RICFX, AICCX, AICFX, CICAX, CICCX, CICEX, CICFX, ICAFX, RICGX, RIBEX, RICHX, FFICX, TIACX, TICAX, FCIAX, FAOOX cheaper | 60% | 0.27% | Capital Research and Management Company |
| 4 | Capital Group Core Equity ETF · CGUS | 58% | 0.33% | Capital Research and Management Company |
| 5 | AST Large-Cap Growth Portfolio diff. adviser | 53% | 0.86% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 6 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX diff. adviser | 52% | 0.44% | PGIM INVESTMENTS LLC |
| 7 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 52% | 0.99% | Charles Schwab Investment Management, Inc. |
| 8 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX diff. adviser | 52% | 0.57% | BlackRock Advisors, LLC |
| 9 | Schwab U.S. Large-Cap Growth ETF · SCHG cheaper diff. adviser | 52% | 0.04% | Charles Schwab Investment Management, Inc. |
| 10 | JNL/T. Rowe Price Growth Stock Fund diff. adviser | 52% | 0.53% | Jackson National Asset Management, LLC |
| 11 | Penn Series Large Growth Stock Fund diff. adviser | 51% | 0.93% | Penn Mutual Asset Management, LLC |
| 12 | T. Rowe Price Growth ETF · TGRT diff. adviser | 51% | 0.38% | T. Rowe Price Associates, Inc. |
| 13 | Global Atlantic BlackRock Disciplined Growth Portfolio diff. adviser | 51% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 14 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX diff. adviser | 51% | 0.59% | Principal Global Investors, LLC |
| 15 | JPMorgan U.S. GARP Equity Fund · JPGSX, JIGAX, JCICX, JGIRX, JIGZX, JGISX diff. adviser | 51% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 16 | T.Rowe Price Large Cap Growth Portfolio diff. adviser | 51% | 0.56% | Brighthouse Investment Advisers, LLC |
| 17 | T. Rowe Price Growth Stock Fund, Inc. · PRGFX, TRSAX, RRGSX, PRUFX, TRJZX cheaper diff. adviser | 51% | 0.00% | T. Rowe Price Associates, Inc. |
| 18 | NAA LARGE GROWTH SERIES diff. adviser | 51% | 1.04% | New Age Alpha Advisors, LLC |
| 19 | LargeCap Growth Account I diff. adviser | 50% | 0.67% | Principal Global Investors, LLC |
| 20 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX diff. adviser | 50% | 0.62% | Virtus Investment Advisers, LLC |
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