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 215 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | USAAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | USAAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | USAAX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | USAAX vs TILIX |
Best Risk-Adjusted Alternatives to USAAX
USAAX has a PortfoliosLab risk / return rank of 20. There are 292 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | USAAX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | USAAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | USAAX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | USAAX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | USAAX vs FOCPX |
Top Performing USAAX Alternatives (YTD)
USAAX is at 6.03% YTD. There are 340 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | USAAX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | USAAX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | USAAX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | USAAX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | USAAX vs FOCKX |
Lowest Volatility Alternatives to USAAX
USAAX has 15.68% 1-year volatility. There are 210 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | USAAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | USAAX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | USAAX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | USAAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | USAAX vs AWYIX |
Lowest Drawdown Alternatives to USAAX
USAAX has a 1-year max drawdown of -16.92%. There are 304 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | USAAX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | USAAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | USAAX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | USAAX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | USAAX vs AQEIX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 75 | 20.96% | — | Oct 2000 | USAAX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 73 | 11.70% | — | May 1996 | USAAX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.27% | — | Jan 2023 | USAAX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 26 | 10.11% | — | Oct 1981 | USAAX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 26 | -0.58% | — | Aug 1984 | USAAX vs USAGX | |
| Victory Global Energy Transition Fund | Energy Equities | 97 | 37.15% | — | Nov 1995 | USAAX vs RSNRX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 70 | 8.47% | — | Aug 1984 | USAAX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 84 | 6.50% | — | Jan 1989 | USAAX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 76 | 1.25% | — | Aug 1999 | USAAX vs USHYX | |
| USAA Science & Technology Fund | Technology Equities | 53 | 23.13% | — | Jul 1997 | USAAX vs USSCX |
Often Compared With USAAX
Investors most often compare USAAX with VOO, USCAX, SPY. These 20 comparison targets span 11 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