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 a closer substitute for your current allocation.
Cheapest Alternatives to USISX
USISX charges 0.70% annually. There are 116 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | USISX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | USISX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | USISX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | USISX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | USISX vs TILVX |
Best Risk-Adjusted Alternatives to USISX
USISX has a PortfoliosLab risk / return rank of 92. There are 28 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | USISX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | USISX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | USISX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | USISX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | USISX vs BBISX |
Top Performing USISX Alternatives (YTD)
USISX is at 17.71% YTD. There are 46 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | USISX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | USISX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | USISX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | USISX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | USISX vs PXTIX |
Lowest Volatility Alternatives to USISX
USISX has 10.33% 1-year volatility. There are 63 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | USISX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | USISX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | USISX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | USISX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | USISX vs TMMAX |
Lowest Drawdown Alternatives to USISX
USISX has a 1-year max drawdown of -5.51%. There are 15 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | USISX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | USISX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | USISX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | USISX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | USISX vs SVAIX |
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 | 50 | 16.04% | — | Oct 2000 | USISX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 60 | 10.56% | — | May 1996 | USISX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 3.64% | — | Jan 2023 | USISX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 13 | 4.76% | — | Oct 1981 | USISX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 93 | 27.31% | — | Nov 1995 | USISX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 19 | -14.14% | — | Aug 1984 | USISX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 9 | 0.25% | — | Apr 1971 | USISX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 72 | 8.15% | — | Aug 1984 | USISX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 82 | 6.50% | — | Jan 1989 | USISX vs USBLX | |
| USAA Science & Technology Fund | Technology Equities | 39 | 18.81% | — | Jul 1997 | USISX vs USSCX |
Often Compared With USISX
Investors most often compare USISX with VVIAX, SCHX, GQHPX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare USISX with Any Fund or Stock
Compare USISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USISX with funds that move differently
USAA Income Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USISX.
Explore USISX Diversifiers