USAA Growth & Income Fund (USGRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to USGRX
USGRX charges 0.81% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among USGRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | USGRX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | USGRX vs SSSYX |
Best Risk-Adjusted Alternatives to USGRX
Among mutual funds in the Large Cap Blend Equities 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | USGRX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | USGRX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | USGRX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | USGRX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | USGRX vs DHAMX |
Top Performing USGRX Alternatives (YTD)
USGRX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | USGRX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | USGRX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | USGRX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | USGRX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | USGRX vs RCKSX |
Lowest Volatility Alternatives to USGRX
USGRX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | USGRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | USGRX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | USGRX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | USGRX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | USGRX vs QUERX |
Lowest Drawdown Alternatives to USGRX
USGRX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | USGRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | USGRX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | USGRX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | USGRX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | USGRX vs GQEIX |
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 | USGRX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 45 | -7.11% | May 1, 1996 | USGRX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 1.27% | Jan 27, 2023 | USGRX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 27 | -12.65% | Oct 19, 1981 | USGRX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 90 | -0.46% | Aug 14, 1984 | USGRX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 58 | -3.66% | Jan 10, 1989 | USGRX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 20 | -14.00% | Apr 5, 1971 | USGRX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 74 | -2.18% | Aug 14, 1984 | USGRX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 92 | -1.04% | Aug 2, 1999 | USGRX vs USHYX | |
| Victory Global Energy Transition Fund | Energy Equities | 98 | 15.39% | Nov 14, 1995 | USGRX vs RSNRX |
Often Compared With USGRX
What investors most often compare with USGRX, 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.