Virtus Income & Growth Fund (AZNIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AZNIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AZNIX
AZNIX charges 0.92% annually. There are 380 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | AZNIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | AZNIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | AZNIX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | AZNIX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | AZNIX vs FYMIX |
Best Risk-Adjusted Alternatives to AZNIX
AZNIX has a PortfoliosLab risk / return rank of 49. There are 391 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | AZNIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | AZNIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | AZNIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | AZNIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | AZNIX vs FSRRX |
Top Performing AZNIX Alternatives (YTD)
AZNIX is at 6.68% YTD. There are 246 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | AZNIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | AZNIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | AZNIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | AZNIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | AZNIX vs BRUFX |
Lowest Volatility Alternatives to AZNIX
AZNIX has 9.94% 1-year volatility. There are 367 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | AZNIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | AZNIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | AZNIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | AZNIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | AZNIX vs CSTAX |
Lowest Drawdown Alternatives to AZNIX
AZNIX has a 1-year max drawdown of -6.16%. There are 248 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | AZNIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | AZNIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | AZNIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | AZNIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | AZNIX vs CSTAX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, PGWCX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 37 | 18.87% | — | Dec 1995 | AZNIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 78 | 13.93% | — | Apr 1993 | AZNIX vs ANNPX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 8 | -1.71% | — | Feb 1984 | AZNIX vs PGWCX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 79 | 19.77% | — | Jul 2013 | AZNIX vs AZBIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 88 | 14.50% | — | Dec 1997 | AZNIX vs ALOIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 13 | 10.05% | — | Nov 1979 | AZNIX vs DRMCX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 74 | 18.53% | — | May 2000 | AZNIX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 79 | 1.52% | — | Oct 2011 | AZNIX vs ASHIX | |
| Virtus Global Allocation Fund | Global Allocation | 78 | 8.37% | — | Sep 1998 | AZNIX vs PALAX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Equities | 36 | 11.52% | — | Dec 2012 | AZNIX vs AZMIX |
Often Compared With AZNIX
Investors most often compare AZNIX with ARTFX, VOO, RAGHX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare AZNIX with Any Fund or Stock
Compare AZNIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AZNIX with funds that move differently
Virtus Income & Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AZNIX.
Explore AZNIX Diversifiers