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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%.


Best Risk-Adjusted Alternatives to USGRX

USGRX has a PortfoliosLab risk / return rank of 77. There are 44 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.


Top Performing USGRX Alternatives (YTD)

USGRX is at 9.48% YTD. There are 191 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.


Lowest Volatility Alternatives to USGRX

USGRX has 10.50% 1-year volatility. There are 36 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.


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%.


Other Mutual Funds from Victory

The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.


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.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
JPMorgan Investor Growth & Income FundDiversified Portfolio
52
6.70%
Dec 1996USGRX vs ONGFX
Schwab U.S. Large-Cap Growth ETFLarge Cap Growth Equities
28
1.35%
59.17BDec 2009USGRX vs SCHG
Vanguard Growth ETFLarge Cap Growth Equities
31
3.52%
393.80BJan 2004USGRX vs VUG
Fidelity Multi-Asset Index FundDiversified Portfolio
67
11.15%
Jun 1999USGRX vs FFNOX
State Street SPDR S&P 500 ETFS&P 500
59
8.15%
765.27BJan 1993USGRX vs SPY
Innovative Industrial Properties, Inc.
60
33.06%
USGRX vs IIPR
American Funds The Growth Fund of America Class ALarge Cap Growth Equities
29
8.72%
Dec 1973USGRX vs AGTHX
SmartCentres Real Estate Investment Trust
90
19.72%
USGRX vs SRU-UN.TO
USAA Capital Growth FundGlobal Equities
66
11.39%
Oct 2000USGRX vs USCGX
American Funds Growth and Income PortfolioDiversified Portfolio
54
8.69%
May 2012USGRX vs GAIOX
STF Tactical Growth & Income ETFDiversified Portfolio
55
15.79%
76.94MMay 2022USGRX vs TUGN
Vanguard Growth and Income Fund Investor SharesLarge Cap Blend Equities
58
9.08%
18.80BDec 1986USGRX vs VQNPX
Fidelity Growth & Income PortfolioLarge Cap Value Equities
59
7.83%
Dec 1985USGRX vs FGRIX
Fidelity Infrastructure FundLarge Cap Blend Equities
51
11.33%
Nov 2019USGRX vs FNSTX
Centre American Select Equity FundLarge Cap Blend Equities
91
24.16%
Dec 2011USGRX vs DHAMX
Nationwide GQG US Quality Equity FundLarge Cap Blend Equities
4
2.66%
Jan 2021USGRX vs NWAUX
AMG Yacktman Global FundLarge Cap Blend Equities
19
22.44%
Jan 2017USGRX vs YFSIX
Fidelity Advisor Growth & Income Fund Class ZLarge Cap Blend Equities
59
7.87%
Mar 2025USGRX vs FGJEX
Muhlenkamp FundLarge Cap Blend Equities
29
9.77%
Nov 1988USGRX vs MUHLX
iShares Total U.S. Stock Market Index Fund Class KLarge Cap Blend Equities
63
10.08%
Aug 2015USGRX vs BKTSX

Compare USGRX with Any Fund or Stock

Compare USGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

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