VALIC Company I U.S. Socially Responsible Fund (VSRDX) 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 VSRDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSRDX
VSRDX charges 0.35% annually. There are 94 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% | — | — | VSRDX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | VSRDX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | VSRDX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | VSRDX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | VSRDX vs SSSYX |
Best Risk-Adjusted Alternatives to VSRDX
VSRDX has a PortfoliosLab risk / return rank of 64. There are 127 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | VSRDX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | VSRDX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | VSRDX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | VSRDX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | VSRDX vs IGIAX |
Top Performing VSRDX Alternatives (YTD)
VSRDX is at 15.00% YTD. There are 26 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | VSRDX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | VSRDX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | VSRDX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | VSRDX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | VSRDX vs FLVCX |
Lowest Volatility Alternatives to VSRDX
VSRDX has 12.81% 1-year volatility. There are 222 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | VSRDX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | VSRDX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | VSRDX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | VSRDX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | VSRDX vs FSUVX |
Lowest Drawdown Alternatives to VSRDX
VSRDX has a 1-year max drawdown of -7.44%. There are 22 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | VSRDX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | VSRDX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | VSRDX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | VSRDX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | VSRDX vs QUERX |
Other Mutual Funds from VALIC
The 10 most viewed VALIC mutual funds shown here include VCNIX, VGLSX, VSTIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VALIC Company I Nasdaq-100 Index Fund | Large Cap Growth Equities | 72 | 20.32% | — | Oct 2000 | VSRDX vs VCNIX | |
| VALIC Company I Global Strategy Fund | Global Allocation | 87 | 9.98% | — | Dec 2005 | VSRDX vs VGLSX | |
| VALIC Company I Stock Index Fund | Large Cap Blend Equities | 67 | 9.59% | — | Apr 1987 | VSRDX vs VSTIX | |
| VALIC Company I Mid Cap Strategic Growth Fund | Mid Cap Growth Equities | 18 | 11.77% | — | Dec 2004 | VSRDX vs VMSGX | |
| VALIC Company I Science & Technology Fund | Technology Equities | 66 | 35.01% | — | Apr 1994 | VSRDX vs VCSTX | |
| VALIC Company I Blue Chip Growth Fund | Large Cap Growth Equities | 19 | 1.22% | — | Nov 2000 | VSRDX vs VCBCX | |
| VALIC Company I Growth Fund | Large Cap Growth Equities | 22 | 8.62% | — | Dec 2005 | VSRDX vs VCULX | |
| VALIC Company I Systematic Core Fund | Large Cap Blend Equities | 39 | 5.35% | — | Apr 1994 | VSRDX vs VCGAX | |
| VALIC Company I International Equities Index Fund | Foreign Large Cap Equities | 38 | 10.27% | — | Oct 1989 | VSRDX vs VCIEX | |
| VALIC Company I Inflation Protected Fund | Inflation-Protected Bonds | 37 | 1.65% | — | Dec 2004 | VSRDX vs VCTPX |
Often Compared With VSRDX
Investors most often compare VSRDX with FGRTX, BKTSX, DHAMX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare VSRDX with Any Fund or Stock
Compare VSRDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSRDX with funds that move differently
VALIC Company I U.S. Socially Responsible Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSRDX.
Explore VSRDX Diversifiers