USAA Growth Fund (USAAX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with USAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USAAX
USAAX charges 0.84% annually. There are 212 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | USAAX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | USAAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | USAAX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | USAAX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | USAAX vs TILIX |
Best Risk-Adjusted Alternatives to USAAX
USAAX has a PortfoliosLab risk / return rank of 7. There are 334 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | USAAX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | USAAX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | USAAX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | USAAX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | USAAX vs FDSSX |
Top Performing USAAX Alternatives (YTD)
USAAX is at -2.61% YTD. There are 378 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | USAAX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | USAAX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | USAAX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | USAAX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | USAAX vs VPMCX |
Lowest Volatility Alternatives to USAAX
USAAX has 16.97% 1-year volatility. There are 173 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | USAAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | USAAX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | USAAX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | USAAX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | USAAX vs GQEPX |
Lowest Drawdown Alternatives to USAAX
USAAX has a 1-year max drawdown of -16.92%. There are 298 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | USAAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | USAAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | USAAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | USAAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | USAAX vs DNVYX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 38 | 11.42% | — | Oct 2000 | USAAX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 59 | 9.34% | — | May 1996 | USAAX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 4.19% | — | Jan 2023 | USAAX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 10 | 1.29% | — | Oct 1981 | USAAX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 27.93% | — | Nov 1995 | USAAX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 32 | -10.35% | — | Aug 1984 | USAAX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 78 | 5.25% | — | Jan 1989 | USAAX vs USBLX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 79 | 8.69% | — | Aug 1984 | USAAX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 78 | 1.66% | — | Aug 1999 | USAAX vs USHYX | |
| USAA Science & Technology Fund | Technology Equities | 30 | 13.59% | — | Jul 1997 | USAAX vs USSCX |
Often Compared With USAAX
Investors most often compare USAAX with USCAX, VOO, SPY. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare USAAX with Any Fund or Stock
Compare USAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USAAX with funds that move differently
USAA Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USAAX.
Explore USAAX Diversifiers