USAA Growth & Income Fund (USGRX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with USGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USGRX
USGRX charges 0.81% annually. There are 239 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | USGRX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | USGRX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | USGRX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | USGRX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | USGRX vs BKTSX |
Best Risk-Adjusted Alternatives to USGRX
USGRX has a PortfoliosLab risk / return rank of 75. There are 59 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | USGRX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | USGRX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | USGRX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | USGRX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | USGRX vs IGIAX |
Top Performing USGRX Alternatives (YTD)
USGRX is at 9.40% YTD. There are 226 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | USGRX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | USGRX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | USGRX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | USGRX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | USGRX vs POSKX |
Lowest Volatility Alternatives to USGRX
USGRX has 10.48% 1-year volatility. There are 36 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | USGRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | USGRX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | USGRX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | USGRX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | USGRX vs FSUVX |
Lowest Drawdown Alternatives to USGRX
USGRX has a 1-year max drawdown of -7.47%. There are 23 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | USGRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | USGRX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | USGRX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | USGRX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | USGRX vs QUERX |
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 | 69 | 20.60% | — | Oct 2000 | USGRX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 64 | 10.39% | — | May 1996 | USGRX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 2.73% | — | Jan 2023 | USGRX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 16 | 5.36% | — | Oct 1981 | USGRX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 19 | -4.07% | — | Aug 1984 | USGRX vs USAGX | |
| Victory Global Energy Transition Fund | Energy Equities | 95 | 33.65% | — | Nov 1995 | USGRX vs RSNRX | |
| USAA Growth Fund | Large Cap Growth Equities | 11 | 0.74% | — | Apr 1971 | USGRX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 73 | 9.09% | — | Aug 1984 | USGRX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 83 | 6.39% | — | Jan 1989 | USGRX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 79 | 1.55% | — | Aug 1999 | USGRX vs USHYX |
Often Compared With USGRX
Investors most often compare USGRX with ONGFX, SCHG, VUG. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare USGRX with Any Fund or Stock
Compare USGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USGRX with funds that move differently
USAA Growth & Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USGRX.
Explore USGRX Diversifiers