Delaware Growth and Income Fund (FGINX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FGINX
FGINX charges 1.02% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FGINX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FGINX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FGINX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FGINX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FGINX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | FGINX vs VVIAX |
Best Risk-Adjusted Alternatives to FGINX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | FGINX vs VIHAX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FGINX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FGINX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FGINX vs VALAX | |
| Neuberger Berman Large Cap Value Fund | 82 | Jan 20, 1975 | FGINX vs NPRTX |
Top Performing FGINX Alternatives (YTD)
FGINX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | FGINX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FGINX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FGINX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FGINX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FGINX vs HFCVX |
Lowest Volatility Alternatives to FGINX
FGINX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | FGINX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FGINX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FGINX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FGINX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FGINX vs ACIIX |
Lowest Drawdown Alternatives to FGINX
FGINX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | FGINX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FGINX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FGINX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FGINX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FGINX vs PSECX |
Other Mutual Funds from Delaware Funds
Most popular Delaware Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | -9.94% | Jun 30, 2000 | FGINX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 5 | -15.30% | Jun 30, 2000 | FGINX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 41 | 3.11% | Jun 24, 1987 | FGINX vs DEVLX | |
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 97 | 13.36% | Jun 9, 1996 | FGINX vs DEMIX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 18 | -3.22% | Dec 29, 1998 | FGINX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 27 | -11.98% | Aug 1, 2003 | FGINX vs OILGX | |
| Delaware Value Fund | Large Cap Value Equities | 38 | 1.00% | Sep 14, 1998 | FGINX vs DDVIX | |
| Delaware Ivy Mid Cap Income Opportunities Fund | Mid Cap Value Equities | 20 | -1.41% | Oct 1, 2014 | FGINX vs IVOIX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 11 | -1.20% | Jan 10, 1984 | FGINX vs DMTFX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 8 | -0.87% | Sep 21, 1986 | FGINX vs CXHYX |
Often Compared With FGINX
What investors most often compare with FGINX, 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.