USAA Income Fund (USAIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to USAIX
USAIX charges 0.44% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among USAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | USAIX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | USAIX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | USAIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | USAIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | USAIX vs BCOIX |
Best Risk-Adjusted Alternatives to USAIX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | USAIX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | USAIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | USAIX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | USAIX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | USAIX vs MDVAX |
Top Performing USAIX Alternatives (YTD)
USAIX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | USAIX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | USAIX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | USAIX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | USAIX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | USAIX vs TGLMX |
Lowest Volatility Alternatives to USAIX
USAIX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | USAIX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | USAIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | USAIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | USAIX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | USAIX vs TGRNX |
Lowest Drawdown Alternatives to USAIX
USAIX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | USAIX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | USAIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | USAIX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | USAIX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | USAIX vs MWIGX |
Other Mutual Funds from Victory
Most popular Victory mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 49 | -9.04% | Oct 27, 2000 | USAIX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 45 | -7.11% | May 1, 1996 | USAIX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 1.27% | Jan 27, 2023 | USAIX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 27 | -12.65% | Oct 19, 1981 | USAIX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 90 | -0.46% | Aug 14, 1984 | USAIX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 58 | -3.66% | Jan 10, 1989 | USAIX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 20 | -14.00% | Apr 5, 1971 | USAIX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 74 | -2.18% | Aug 14, 1984 | USAIX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 92 | -1.04% | Aug 2, 1999 | USAIX vs USHYX | |
| Victory Global Energy Transition Fund | Energy Equities | 98 | 15.39% | Nov 14, 1995 | USAIX vs RSNRX |
Often Compared With USAIX
What investors most often compare with USAIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | USAIX vs VOO | |
| Vanguard Total Bond Market Index Fund Admiral Shar... | Total Bond Market | 56 | -0.49% | Nov 12, 2001 | USAIX vs VBTLX | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | USAIX vs VTI | |
| iShares U.S. Technology ETF | Technology Equities | 66 | -9.11% | May 19, 2000 | USAIX vs IYW | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 57 | 2.14% | Feb 19, 1993 | USAIX vs DFLVX | |
| Fidelity U.S. Bond Index Fund | Total Bond Market | 56 | -0.45% | — | USAIX vs FXNAX | |
| WisdomTree Bloomberg Floating Rate Treasury Fund | Government Bonds | 100 | 0.93% | Feb 4, 2014 | USAIX vs USFR | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | USAIX vs BCPIX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | USAIX vs AAIIX |
Compare USAIX with Any Fund or Stock
Compare USAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.