Nomura Growth and Income Fund Institutional Class (FGIPX) 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 FGIPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FGIPX
FGIPX charges 0.77% annually. There are 162 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 | FGIPX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | FGIPX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FGIPX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FGIPX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | FGIPX vs TILVX |
Best Risk-Adjusted Alternatives to FGIPX
FGIPX has a PortfoliosLab risk / return rank of 96. No mutual funds in the Large Cap Value Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FGIPX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | FGIPX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | FGIPX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | FGIPX vs SABTX | |
| PIMCO RAE US Fund | 95 | — | Jun 2015 | FGIPX vs PKAIX |
Top Performing FGIPX Alternatives (YTD)
FGIPX is at 18.05% YTD. There are 8 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | FGIPX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | FGIPX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | FGIPX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | FGIPX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | FGIPX vs PXTIX |
Lowest Volatility Alternatives to FGIPX
FGIPX has 11.40% 1-year volatility. There are 205 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | FGIPX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | FGIPX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | FGIPX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | FGIPX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | FGIPX vs FLCCX |
Lowest Drawdown Alternatives to FGIPX
FGIPX has a 1-year max drawdown of -7.26%. There are 160 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | FGIPX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | FGIPX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FGIPX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | FGIPX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FGIPX vs SVAIX |
Other Mutual Funds from Nomura
The 3 most viewed Nomura mutual funds shown here include DEMAX, DEMCX, DDVCX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nomura Emerging Markets Fund Class A | Emerging Markets Equities | 98 | 112.66% | — | Jun 1996 | FGIPX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | Emerging Markets Equities | 98 | 112.02% | — | Jun 1996 | FGIPX vs DEMCX | |
| Nomura Value Fund Class C | Large Cap Value Equities | 26 | 5.42% | — | Apr 2002 | FGIPX vs DDVCX |
Often Compared With FGIPX
Investors most often compare FGIPX with FDGFX, BOYAX, WSTAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FGIPX with Any Fund or Stock
Compare FGIPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FGIPX with funds that move differently
Nomura Growth and Income Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGIPX.
Explore FGIPX Diversifiers