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 241 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | USGRX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | USGRX vs VSTSX | |
| 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 | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | USGRX vs VIIIX |
Best Risk-Adjusted Alternatives to USGRX
USGRX has a PortfoliosLab risk / return rank of 81. There are 27 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | USGRX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | USGRX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | USGRX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | USGRX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | USGRX vs GTLOX |
Top Performing USGRX Alternatives (YTD)
USGRX is at 12.19% YTD. There are 87 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | USGRX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | USGRX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | USGRX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | USGRX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | USGRX vs RESGX |
Lowest Volatility Alternatives to USGRX
USGRX has 10.40% 1-year volatility. There are 34 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | USGRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | USGRX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | USGRX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | USGRX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | USGRX vs JEPIX |
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 -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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 | 57 | 18.28% | — | Oct 2000 | USGRX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 63 | 11.46% | — | May 1996 | USGRX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 3.55% | — | Jan 2023 | USGRX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 15 | 6.43% | — | Oct 1981 | USGRX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 94 | 27.67% | — | Nov 1995 | USGRX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 22 | -11.98% | — | Aug 1984 | USGRX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 10 | 1.57% | — | Apr 1971 | USGRX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 74 | 9.02% | — | Aug 1984 | USGRX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 83 | 6.93% | — | Jan 1989 | USGRX vs USBLX | |
| USAA Science & Technology Fund | Technology Equities | 43 | 21.67% | — | Jul 1997 | USGRX vs USSCX |
Often Compared With USGRX
Investors most often compare USGRX with ONGFX, SCHG, VUG. These 20 comparison targets span 7 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