Upright Growth & Income Fund (UPDDX) Alternatives
Upright Growth & Income Fund (UPDDX) 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 UPDDX. 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 UPDDX
UPDDX charges 2.57% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among UPDDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | UPDDX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | UPDDX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | UPDDX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | UPDDX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | UPDDX vs TILVX |
Best Risk-Adjusted Alternatives to UPDDX
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 | UPDDX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | UPDDX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | UPDDX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | UPDDX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | UPDDX vs VALAX |
Top Performing UPDDX Alternatives (YTD)
UPDDX 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 | UPDDX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | UPDDX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | UPDDX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | UPDDX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | UPDDX vs HFCVX |
Lowest Volatility Alternatives to UPDDX
UPDDX 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 | UPDDX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | UPDDX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | UPDDX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | UPDDX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | UPDDX vs ACIIX |
Lowest Drawdown Alternatives to UPDDX
UPDDX 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 | UPDDX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | UPDDX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | UPDDX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | UPDDX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | UPDDX vs PSECX |
Other Mutual Funds from Upright Investments Trust
Most popular Upright Investments Trust mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Upright Growth Fund | Technology Equities | 59 | -3.50% | Jan 20, 1999 | UPDDX vs UPUPX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | 43 | -6.72% | Oct 9, 2017 | UPDDX vs UPAAX |
Often Compared With UPDDX
What investors most often compare with UPDDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Innovative Industrial Properties, Inc. | 40 | 10.03% | — | UPDDX vs IIPR | ||
| Fidelity Multi-Asset Index Fund | Diversified Portfolio | 63 | -3.78% | Jun 29, 1999 | UPDDX vs FFNOX |
Compare UPDDX with Any Fund or Stock
Compare UPDDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.