VY Invesco Growth and Income Portfolio (IVGSX) 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 IVGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVGSX
IVGSX charges 0.86% annually. There are 189 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 | IVGSX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | IVGSX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | IVGSX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | IVGSX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | IVGSX vs VVIAX |
Best Risk-Adjusted Alternatives to IVGSX
IVGSX has a PortfoliosLab risk / return rank of 55. There are 207 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | IVGSX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | IVGSX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | IVGSX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | IVGSX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | IVGSX vs AVLVX |
Top Performing IVGSX Alternatives (YTD)
IVGSX is at 9.08% YTD. There are 247 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.54% | — | Jun 2015 | IVGSX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.27% | — | Nov 1935 | IVGSX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.08% | — | Jun 2022 | IVGSX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.32% | — | Jun 2005 | IVGSX vs PXTIX | |
| AMG Yacktman Focused Fund | 22.18% | — | May 1997 | IVGSX vs YAFFX |
Lowest Volatility Alternatives to IVGSX
IVGSX has 12.54% 1-year volatility. There are 244 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | IVGSX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | IVGSX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | IVGSX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | IVGSX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | IVGSX vs TWEIX |
Lowest Drawdown Alternatives to IVGSX
IVGSX has a 1-year max drawdown of -7.44%. There are 176 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 | IVGSX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | IVGSX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | IVGSX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | IVGSX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | IVGSX vs SVAIX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include IRLNX, IEDAX, IIBAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 22 | 4.94% | — | May 2009 | IVGSX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 40 | 10.20% | — | Dec 2007 | IVGSX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 17 | -0.02% | — | Dec 1998 | IVGSX vs IIBAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 69 | 10.60% | — | Jan 2006 | IVGSX vs IFTIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 60 | 9.75% | — | Mar 2008 | IVGSX vs IIRLX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 45 | 1.07% | — | Sep 2015 | IVGSX vs ATLAX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 93 | 17.71% | — | May 2009 | IVGSX vs IRVIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IVGSX vs IMCDX | |
| Voya High Yield Portfolio | High Yield Bonds | 46 | 1.17% | — | May 2004 | IVGSX vs IPHYX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 46 | 17.14% | — | Feb 1998 | IVGSX vs VYMSX |
Often Compared With IVGSX
Investors most often compare IVGSX with THPGX, IEOSX, AVERX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare IVGSX with Any Fund or Stock
Compare IVGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVGSX with funds that move differently
VY Invesco Growth and Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVGSX.
Explore IVGSX Diversifiers