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 209 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | USAAX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | USAAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | USAAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | USAAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | USAAX vs VIGAX |
Best Risk-Adjusted Alternatives to USAAX
USAAX has a PortfoliosLab risk / return rank of 10. There are 343 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | USAAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | USAAX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | USAAX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | USAAX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | USAAX vs FOCPX |
Top Performing USAAX Alternatives (YTD)
USAAX is at -0.66% YTD. There are 372 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | USAAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | USAAX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | USAAX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | USAAX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | USAAX vs POGRX |
Lowest Volatility Alternatives to USAAX
USAAX has 16.46% 1-year volatility. There are 190 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | USAAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | USAAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | USAAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | USAAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | USAAX vs GQEPX |
Lowest Drawdown Alternatives to USAAX
USAAX has a 1-year max drawdown of -16.92%. There are 297 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 | 69 | 20.37% | — | Oct 2000 | USAAX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 63 | 9.96% | — | May 1996 | USAAX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.82% | — | Jan 2023 | USAAX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 15 | 4.12% | — | Oct 1981 | USAAX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 19 | -5.41% | — | Aug 1984 | USAAX vs USAGX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 34.09% | — | Nov 1995 | USAAX vs RSNRX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 76 | 9.20% | — | Aug 1984 | USAAX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 83 | 6.19% | — | Jan 1989 | USAAX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 77 | 1.55% | — | Aug 1999 | USAAX vs USHYX | |
| USAA Science & Technology Fund | Technology Equities | 43 | 20.54% | — | Jul 1997 | USAAX vs USSCX |
Often Compared With USAAX
Investors most often compare USAAX with VOO, USCAX, 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