Delaware Growth and Income Fund (FGINX) 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 FGINX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FGINX
FGINX charges 1.02% annually. There are 251 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 | FGINX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FGINX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FGINX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FGINX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | FGINX vs TILVX |
Best Risk-Adjusted Alternatives to FGINX
FGINX has a PortfoliosLab risk / return rank of 96. There is 1 mutual fund in the Large Cap Value Equities category with a higher risk-adjusted rank, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | FGINX vs FGIPX | |
| Al Frank Fund | 96 | — | May 2006 | FGINX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | FGINX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | FGINX vs AVLVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | FGINX vs MALVX |
Top Performing FGINX Alternatives (YTD)
FGINX is at 18.91% YTD. There are 12 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | FGINX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | FGINX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | FGINX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | FGINX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | FGINX vs NPRTX |
Lowest Volatility Alternatives to FGINX
FGINX has 11.79% 1-year volatility. There are 203 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | FGINX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | FGINX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | FGINX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | FGINX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | FGINX vs TMMAX |
Lowest Drawdown Alternatives to FGINX
FGINX has a 1-year max drawdown of -7.34%. There are 164 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 | FGINX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FGINX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | FGINX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | FGINX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FGINX vs SVAIX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, WMGAX, WLGAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 98 | 145.11% | — | Jun 1996 | FGINX vs DEMIX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | 2.76% | — | Jun 2000 | FGINX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 6 | -2.77% | — | Jun 2000 | FGINX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 62 | 20.04% | — | Jun 1987 | FGINX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 55 | 18.71% | — | Dec 1998 | FGINX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 24 | 5.18% | — | Aug 2003 | FGINX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 44 | 2.51% | — | Jan 1984 | FGINX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 33 | 6.26% | — | Sep 1998 | FGINX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 29 | 2.29% | — | Sep 1986 | FGINX vs CXHYX | |
| Delaware Opportunity Fund | Mid Cap Value Equities | 87 | 20.12% | — | Aug 1992 | FGINX vs FIUSX |
Often Compared With FGINX
Investors most often compare FGINX with VUG, FDGRX, APFWX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FGINX with Any Fund or Stock
Compare FGINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FGINX with funds that move differently
Delaware Growth and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGINX.
Explore FGINX Diversifiers