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 193 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | IVGSX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | IVGSX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | IVGSX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | IVGSX vs VVIAX |
Best Risk-Adjusted Alternatives to IVGSX
IVGSX has a PortfoliosLab risk / return rank of 65. There are 134 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 | |
| Al Frank Fund | 96 | — | May 2006 | IVGSX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | IVGSX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | IVGSX vs SABTX |
Top Performing IVGSX Alternatives (YTD)
IVGSX is at 6.47% YTD. There are 259 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 | IVGSX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | IVGSX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | IVGSX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | IVGSX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | IVGSX vs PXTIX |
Lowest Volatility Alternatives to IVGSX
IVGSX has 12.37% 1-year volatility. There are 265 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 | IVGSX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | IVGSX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | IVGSX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 8.06% | — | Feb 1996 | IVGSX vs FALGX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | IVGSX vs FALIX |
Lowest Drawdown Alternatives to IVGSX
IVGSX has a 1-year max drawdown of -7.44%. There are 179 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 | IVGSX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | IVGSX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | IVGSX vs HFCVX | |
| 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 LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 53 | 18.37% | — | Nov 1935 | IVGSX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 39 | 9.30% | — | May 2009 | IVGSX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 37 | 8.93% | — | Dec 2007 | IVGSX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 19 | 0.53% | — | Dec 1998 | IVGSX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 46 | 0.53% | — | Sep 2015 | IVGSX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 33 | 6.84% | — | Jan 2006 | IVGSX vs IFTIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 75 | 11.09% | — | Mar 2008 | IVGSX vs IIRLX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 43 | 15.34% | — | Feb 1998 | IVGSX vs VYMSX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IVGSX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 89 | 13.79% | — | May 2009 | IVGSX vs IRVIX |
Often Compared With IVGSX
Investors most often compare IVGSX with THPGX, DQIRX, ACIIX. These 16 comparison targets span 4 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