USAA Income Stock Fund (USISX) Alternatives
USAA Income Stock Fund (USISX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with USISX. 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 USISX
USISX charges 0.70% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among USISX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | USISX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | USISX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | USISX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | USISX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | USISX vs TILVX |
Best Risk-Adjusted Alternatives to USISX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 92 | Mar 2, 2016 | USISX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | USISX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | USISX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | USISX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | USISX vs VALAX |
Top Performing USISX Alternatives (YTD)
USISX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | USISX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | USISX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | USISX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | USISX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | USISX vs HFCVX |
Lowest Volatility Alternatives to USISX
USISX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | USISX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | USISX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | USISX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | USISX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | USISX vs ACIIX |
Lowest Drawdown Alternatives to USISX
USISX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | USISX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | USISX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | USISX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | USISX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | USISX vs PSECX |
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 | USISX vs USNQX | |
| USAA 500 Index Fund | Large Cap Blend Equities | 45 | -7.11% | May 1, 1996 | USISX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 1.27% | Jan 27, 2023 | USISX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 27 | -12.65% | Oct 19, 1981 | USISX vs USAUX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 90 | -0.46% | Aug 14, 1984 | USISX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 58 | -3.66% | Jan 10, 1989 | USISX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 20 | -14.00% | Apr 5, 1971 | USISX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 74 | -2.18% | Aug 14, 1984 | USISX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 92 | -1.04% | Aug 2, 1999 | USISX vs USHYX | |
| Victory Global Energy Transition Fund | Energy Equities | 98 | 15.39% | Nov 14, 1995 | USISX vs RSNRX |
Often Compared With USISX
What investors most often compare with USISX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Value Index Fund Admiral Shares | Large Cap Value Equities | 58 | 1.63% | Nov 13, 2000 | USISX vs VVIAX | |
| Schwab U.S. Large-Cap ETF | Large Cap Blend Equities | 64 | -4.45% | Nov 3, 2009 | USISX vs SCHX |
Compare USISX with Any Fund or Stock
Compare USISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.