Invesco Growth and Income Fund (ACGIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ACGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ACGIX
ACGIX charges 0.80% annually. There are 168 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | ACGIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | ACGIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ACGIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ACGIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | ACGIX vs VVIAX |
Best Risk-Adjusted Alternatives to ACGIX
ACGIX has a PortfoliosLab risk / return rank of 62. There are 207 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | ACGIX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | ACGIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | ACGIX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | ACGIX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | ACGIX vs PKAIX |
Top Performing ACGIX Alternatives (YTD)
ACGIX is at 9.57% YTD. There are 238 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | ACGIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | ACGIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | ACGIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | ACGIX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | ACGIX vs NFJEX |
Lowest Volatility Alternatives to ACGIX
ACGIX has 11.48% 1-year volatility. There are 181 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | ACGIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | ACGIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | ACGIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | ACGIX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | ACGIX vs TWEIX |
Lowest Drawdown Alternatives to ACGIX
ACGIX has a 1-year max drawdown of -7.49%. There are 183 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | ACGIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ACGIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | ACGIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | ACGIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | ACGIX vs SVAIX |
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 | ACGIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 53 | 11.89% | — | — | ACGIX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 11 | 8.10% | — | Jun 2005 | ACGIX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 22 | -11.69% | — | Jul 1983 | ACGIX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 17.94% | — | Jun 2001 | ACGIX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 76 | 11.85% | — | Oct 1968 | ACGIX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 8.09% | — | Feb 1988 | ACGIX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 81 | 26.27% | — | Jun 1999 | ACGIX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.39% | — | Aug 1960 | ACGIX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 55 | 12.04% | — | Jul 1997 | ACGIX vs VADDX |
Often Compared With ACGIX
Investors most often compare ACGIX with EQTIX, LIWPX, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare ACGIX with Any Fund or Stock
Compare ACGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ACGIX with funds that move differently
Invesco Growth and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ACGIX.
Explore ACGIX Diversifiers