Virtus Income & Growth Fund (AZNIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AZNIX
AZNIX charges 0.92% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among AZNIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | AZNIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | AZNIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | AZNIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | AZNIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | AZNIX vs FYMIX |
Best Risk-Adjusted Alternatives to AZNIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | AZNIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | AZNIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | AZNIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | AZNIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | AZNIX vs PMAIX |
Top Performing AZNIX Alternatives (YTD)
AZNIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | AZNIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | AZNIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | AZNIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | AZNIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | AZNIX vs CONWX |
Lowest Volatility Alternatives to AZNIX
AZNIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | AZNIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | AZNIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | AZNIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | AZNIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | AZNIX vs SICIX |
Lowest Drawdown Alternatives to AZNIX
AZNIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | AZNIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | AZNIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | AZNIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | AZNIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | AZNIX vs SICIX |
Other Mutual Funds from Allianz
Most popular Allianz mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 40 | -14.68% | Dec 26, 1995 | AZNIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 91 | -0.19% | Apr 18, 1993 | AZNIX vs ANNPX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 13 | -2.47% | May 8, 2000 | AZNIX vs ANVIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 33 | -8.21% | Nov 6, 1979 | AZNIX vs DRMCX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 24 | -14.13% | Feb 24, 1984 | AZNIX vs PGWCX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 94 | 3.88% | Dec 30, 1997 | AZNIX vs ALOIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 85 | -0.96% | Oct 3, 2011 | AZNIX vs ASHIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 48 | -0.89% | Jul 1, 2013 | AZNIX vs AZBIX | |
| Virtus NFJ Dividend Value Fund | Large Cap Value Equities | 26 | 1.08% | May 8, 2000 | AZNIX vs NFJEX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 72 | 0.40% | Dec 17, 2012 | AZNIX vs AZMIX |
Often Compared With AZNIX
What investors most often compare with AZNIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Artisan High Income Fund | High Yield Bonds | 83 | -1.87% | Mar 19, 2014 | AZNIX vs ARTFX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | AZNIX vs VOO | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 3 | -11.12% | Feb 4, 2002 | AZNIX vs RAGHX | |
| Virtus Water Fund | Energy Equities | 19 | -2.95% | Mar 30, 2008 | AZNIX vs AWTAX | |
| Virtus Global Small-Cap Fund | Global Equities | 1 | -7.70% | Dec 30, 1996 | AZNIX vs DGSCX |
Compare AZNIX with Any Fund or Stock
Compare AZNIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.