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 a closer substitute for your current allocation.
Cheapest Alternatives to UPDDX
UPDDX charges 2.57% annually. There are 331 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 | UPDDX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | UPDDX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | UPDDX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | UPDDX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | UPDDX vs VVIAX |
Best Risk-Adjusted Alternatives to UPDDX
Among 329 mutual funds in the Large Cap Value Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | UPDDX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | UPDDX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | UPDDX vs VALAX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | UPDDX vs SABTX | |
| Fidelity SAI U.S. Value Index Fund | 94 | — | Dec 2017 | UPDDX vs FSWCX |
Top Performing UPDDX Alternatives (YTD)
Among 329 mutual funds in the Large Cap Value Equities category with YTD return data, the top-performing alternatives shown here go as high as 30.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.71% | — | May 1997 | UPDDX vs YAFFX | |
| PIMCO RAE US Fund | 24.12% | — | Jun 2015 | UPDDX vs PKAIX | |
| Al Frank Fund | 22.82% | — | May 2006 | UPDDX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.68% | — | Jun 2022 | UPDDX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.19% | — | Jun 2005 | UPDDX vs PXTIX |
Lowest Volatility Alternatives to UPDDX
UPDDX has 26.35% 1-year volatility. There are 329 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.95% | — | Sep 2017 | UPDDX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | UPDDX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.15% | — | Dec 1973 | UPDDX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 8.04% | — | Feb 1996 | UPDDX vs FALGX | |
| Fidelity Advisor Large Cap Fund Class I | 8.04% | — | Feb 1996 | UPDDX vs FALIX |
Lowest Drawdown Alternatives to UPDDX
Among 329 mutual funds in the Large Cap Value Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | UPDDX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | UPDDX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | UPDDX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | UPDDX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | UPDDX vs SVAIX |
Other Mutual Funds from Upright Investments Trust
The 2 most viewed Upright Investments Trust mutual funds shown here include UPUPX, UPAAX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Upright Growth Fund | Technology Equities | 93 | 60.70% | — | Jan 1999 | UPDDX vs UPUPX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | UPDDX vs UPAAX |
Often Compared With UPDDX
Investors most often compare UPDDX with FFNOX, IIPR, VRVIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare UPDDX with Any Fund or Stock
Compare UPDDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UPDDX with funds that move differently
Upright Growth & Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UPDDX.
Explore UPDDX Diversifiers