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 248 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | FGINX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FGINX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | FGINX vs FLCOX | |
| 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 98. There are 2 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | FGINX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | FGINX vs FGIPX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | FGINX vs MALVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | FGINX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | FGINX vs MDLVX |
Top Performing FGINX Alternatives (YTD)
FGINX is at 24.22% YTD. There are 10 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.79% | — | Jun 2015 | FGINX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 28.28% | — | Nov 1935 | FGINX vs LEXCX | |
| AMG Yacktman Focused Fund | 26.29% | — | May 1997 | FGINX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 26.11% | — | Jun 2022 | FGINX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 26.10% | — | Nov 2009 | FGINX vs ADVGX |
Lowest Volatility Alternatives to FGINX
FGINX has 11.75% 1-year volatility. There are 200 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | FGINX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | FGINX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | FGINX vs RIDAX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | FGINX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | FGINX vs ACIIX |
Lowest Drawdown Alternatives to FGINX
FGINX has a 1-year max drawdown of -7.34%. There are 162 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 Equity Income 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 Equities | 94 | 79.82% | — | Jun 1996 | FGINX vs DEMIX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 2.15% | — | Jun 2000 | FGINX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 10 | 3.04% | — | Jun 2000 | FGINX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 85 | 21.78% | — | Jun 1987 | FGINX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 76 | 19.86% | — | Dec 1998 | FGINX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 22 | 5.23% | — | Aug 2003 | FGINX vs OILGX | |
| Delaware Floating Rate Fund | Bank Loan | 94 | 2.18% | — | Feb 2010 | FGINX vs DDFLX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 54 | 0.73% | — | Jan 1984 | FGINX vs DMTFX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 42 | 0.64% | — | Sep 1986 | FGINX vs CXHYX | |
| Delaware Value Fund | Large Cap Value Equities | 58 | 10.85% | — | Sep 1998 | FGINX vs DDVIX |
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