USAA Income Fund (USAIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with USAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USAIX
USAIX charges 0.44% annually. There are 23 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | USAIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | USAIX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | USAIX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | USAIX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | USAIX vs BCOIX |
Best Risk-Adjusted Alternatives to USAIX
USAIX has a PortfoliosLab risk / return rank of 21. There are 28 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | USAIX vs HOBIX | |
| GMO Multi-Sector Fixed Income Fund | 89 | — | Apr 1997 | USAIX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | 86 | — | Jul 2010 | USAIX vs LCTIX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | USAIX vs MDVAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 81 | — | Jul 2010 | USAIX vs LCTRX |
Top Performing USAIX Alternatives (YTD)
USAIX is at -0.27% YTD. There are 25 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 2.50% | — | Apr 2021 | USAIX vs NPCT | |
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | USAIX vs HOBIX | |
| MassMutual Diversified Bond Fund | 2.33% | — | May 1999 | USAIX vs MDVAX | |
| Putnam Mortgage Securities Fund | 1.90% | — | Feb 1984 | USAIX vs PGSIX | |
| Ancora Income Fund | 1.60% | — | Jan 2004 | USAIX vs AAIIX |
Lowest Volatility Alternatives to USAIX
USAIX has 3.50% 1-year volatility. There are 17 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | USAIX vs AMFIX | |
| Archer Income Fund | 1.83% | — | Mar 2011 | USAIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 2.05% | — | Jul 2010 | USAIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | USAIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.10% | — | Jul 2010 | USAIX vs LCTIX |
Lowest Drawdown Alternatives to USAIX
USAIX has a 1-year max drawdown of -2.48%. There are 13 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | USAIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | USAIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | USAIX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | USAIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | USAIX vs LCTRX |
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 | Nasdaq-100, Large Cap Growth Equities | 35 | 12.08% | — | Oct 2000 | USAIX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 55 | 10.08% | — | May 1996 | USAIX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 4.28% | — | Jan 2023 | USAIX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 9 | 2.72% | — | Oct 1981 | USAIX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 28.25% | — | Nov 1995 | USAIX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 25 | -13.41% | — | Aug 1984 | USAIX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 76 | 5.55% | — | Jan 1989 | USAIX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 8 | -1.01% | — | Apr 1971 | USAIX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 77 | 8.62% | — | Aug 1984 | USAIX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 72 | 1.51% | — | Aug 1999 | USAIX vs USHYX |
Often Compared With USAIX
Investors most often compare USAIX with VBTLX, VOO, DFLVX. These 19 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare USAIX with Any Fund or Stock
Compare USAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USAIX with funds that move differently
USAA Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USAIX.
Explore USAIX Diversifiers