GROWTH INCOME Competition

VCGAX Fund

USD 34.01 -0.10 -0.29%

The fund is listed under the Large Blend category and is part of the VALIC family. Growth Income competes with PRUDENTIAL HEALTH, SCHWAB HEALTH, DEUTSCHE HEALTH, HEALTH BIOTCHNOLOGY, and HARTFORD HEALTHCARE and other related companies. This provides context for comparative analysis. Peer comparison for GROWTH INCOME provides quick context before deeper valuation work.

GROWTH INCOME vs AlphaCentric LifeSci Correlation Overview

Good diversification

For the present investment horizon, the measured correlation between VCGAX and LYFAX stands at -0.06, or Good diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving together with GROWTH Mutual Fund

0.98	VCAAX	Asset Allocation	Pair Corr
0.87	VCSTX	Science Technology	Pair Corr
0.62	VVSCX	Valic Company I	Pair Corr

Moving against GROWTH Mutual Fund

0.59	LSHAX	Horizon Spin Off	Pair Corr
0.57	LSHUX	Horizon Spin Off	Pair Corr
0.57	LSHEX	Kinetics Spin Off	Pair Corr

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of GROWTH INCOME's price to converge to an average value over time is called mean reversion.

Hype

Prediction

Low	Estimated	High
32.88	34.01	35.14

Details

Intrinsic

Valuation

Low	Real	High
30.55	31.68	37.41

Details

Naive

Forecast

Low	Next	High
31.35	32.48	33.61

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
34.27	36.53	38.78

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as GROWTH INCOME. Your research has to be compared to or analyzed against GROWTH INCOME's peers to derive any actionable benefits.

GROWTH INCOME Competition Correlation Matrix

Correlation analysis between Growth Income Fund and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	PHLAX	SWHFX	SCHLX	SBHIX	HBGHX	LYFAX
PHLAX		0.85	0.7	0.66	0.54	0.3	PHLAX
SWHFX	0.85		0.67	0.85	0.37	0.44	SWHFX
SCHLX	0.7	0.67		0.53	0.8	0.02	SCHLX
SBHIX	0.66	0.85	0.53		0.26	0.47	SBHIX
HBGHX	0.54	0.37	0.8	0.26		-0.13	HBGHX
LYFAX	0.3	0.44	0.02	0.47	-0.13		LYFAX
	PHLAX	SWHFX	SCHLX	SBHIX	HBGHX	LYFAX

High positive correlations

SWHFX	+ 0.85	PHLAX
SBHIX	+ 0.85	SWHFX
HBGHX	+ 0.8	SCHLX
SCHLX	+ 0.7	PHLAX
SCHLX	+ 0.67	SWHFX
SBHIX	+ 0.66	PHLAX

High negative correlations

LYFAX

- 0.13

HBGHX

Risk-Adjusted Indicators

There is a big difference between GROWTH Mutual Fund performing well and GROWTH INCOME Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze GROWTH INCOME's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PHLAX	1.11	0.22	0.24	3.43	0.76	-1.57	2.18	-1.54	21.23
SWHFX	0.71	0.08	0.12	-1.14	0.67	-0.82	1.56	-1.16	5.63
SCHLX	0.76	0.03	0.04	0.03	0.78	-0.90	1.61	-1.17	7.95
SBHIX	0.70	0.05	0.07	0.09	0.80	-0.74	1.57	-1.44	4.18
HBGHX	0.66	-0.02	0.00	-0.05	0.00	0.00	1.66	-1.35	3.91
LYFAX	0.93	0.04	0.05	-0.25	1.10	-0.98	2.00	-1.85	5.65

GROWTH INCOME Competitive Analysis

The better you understand GROWTH INCOME competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, GROWTH INCOME's competitive analysis can cover a whole range of metrics.

Better Than Average

Worse Than Peers

View Performance Chart

	VCGAX	PHLAX	SWHFX	SCHLX	SBHIX	HBGHX	LYFAX
	0.29 34.01 GROWTH	2.18 34.66 PRUDENTIAL	0.98 25.72 SCHWAB	0.80 42.17 DEUTSCHE	0.60 26.71 HEALTH	0.33 15.22 HARTFORD	1.40 15.94 AlphaCentric
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Moderate	Moderate	Mild	Moderate	Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Buy	Hold	Buy	Strong Buy	Strong Hold	Strong Sell
Net Asset	134.37 M	1.44 B	695.59 M	318.86 M	11.61 M	350.11 M	40.72 M
Price To Book	2.51 X	2.63 X	3.39 X	2.65 X	2.64 X	2.51 X	N/A
Five Year Return	11.53 %	6.87 %	6.94 %	5.68 %	8.03 %	3.01 %	4.78 %
One Year Return	13.78 %	14.22 %	6.18 %	1.59 %	15.54 %	10.54 %	20.60 %
Last Dividend Paid	0.17	N/A	N/A	0.11	N/A	0.07	N/A
Price To Earning	18.54 X	25.62 X	5.32 X	19.24 X	18.07 X	3.27 X	N/A
Price To Sales	1.86 X	2.12 X	1.63 X	1.74 X	0.75 X	1.47 X	N/A
Cash Position Weight	0.17 %	5.13 %	0.50 %	5.23 %	4.01 %	2.92 %	9.83 %
Equity Positions Weight	99.83 %	94.87 %	99.50 %	94.77 %	95.99 %	97.08 %	90.17 %
Three Year Return	17.61 %	12.60 %	6.86 %	7.33 %	10.78 %	8.33 %	6.99 %
Annual Yield	0.01 %	0.0011 %	0.01 %	0.0036 %	N/A	0.0048 %	0.01 %
Year To Date Return	0.73 %	0.59 %	5.06 %	1.80 %	3.95 %	0.32 %	3.35 %
Ten Year Return	11.86 %	17.39 %	15.16 %	14.99 %	11.78 %	16.74 %	N/A
Day Typical Price	34.01	34.66	25.72	42.17	26.71	15.22	15.94
Daily Balance Of Power	0	9.2 T	9.2 T	0	0	0	9.2 T
Period Momentum Indicator	-0.10	0.74	0.25	-0.34	-0.16	-0.05	0.22
Rate Of Daily Change	1.0	1.02	1.01	0.99	0.99	1.0	1.01
Day Median Price	34.01	34.66	25.72	42.17	26.71	15.22	15.94
Price Action Indicator	-0.05	0.37	0.13	-0.17	-0.08	-0.03	0.11
Relative Strength Index	30.87	53.72	50.15	46.32	52.24	46.18	48.1
Coefficient Of Variation	-855.56	1062.73	1023.63	3657.76	1607.42	-4,928	2420.9
Mean Deviation	0.6324	1.11	0.7116	0.7643	0.7008	0.6649	0.9282
Jensen Alpha	-0.12	0.2231	0.0801	0.0298	0.0533	-0.02	0.0374
Total Risk Alpha	-0.12	0.2629	0.0963	0.0393	0.0616	-0.01	0.0592
Sortino Ratio	N/A	0.2375	0.1233	0.0409	0.0661	N/A	0.045
Downside Variance	N/A	0.9793	0.5766	0.6684	0.8031	N/A	1.34
Standard Deviation	1.09	2.47	0.931	1.13	0.9099	0.8485	1.2
Kurtosis	22.54	43.81	2.11	10.69	-0.22	-0.04	0.1098
Potential Upside	0.8408	2.18	1.56	1.61	1.57	1.66	2.0
Treynor Ratio	-0.13	3.43	-1.14	0.0291	0.0883	-0.05	-0.25
Maximum Drawdown	8.85	21.23	5.63	7.95	4.18	3.91	5.65
Variance	1.18	6.1	0.8668	1.27	0.828	0.72	1.43
Market Risk Adjusted Performance	-0.12	3.44	-1.13	0.0391	0.0983	-0.04	-0.24
Risk Adjusted Performance	-0.09	0.0793	0.077	0.0242	0.0494	-0.01	0.0354
Skewness	-3.76	6.01	0.8855	2.32	0.0565	0.291	0.2914
Semi Deviation	N/A	0.7645	0.6702	0.775	0.8047	N/A	1.1
Information Ratio	-0.11	0.0952	0.1006	0.0297	0.0651	-0.02	0.0435
Value At Risk	-1.43	-1.54	-1.16	-1.17	-1.44	-1.35	-1.85
Expected Short fall	N/A	-1.57	-0.82	-0.90	-0.74	N/A	-0.98
Downside Deviation	N/A	0.9896	0.7593	0.8175	0.8962	N/A	1.16
Semi Variance	N/A	0.5845	0.4492	0.6006	0.6475	N/A	1.2

GROWTH INCOME Peer Performance Charts

How to Analyze GROWTH INCOME Against Peers

GROWTH INCOME's peer analysis compares GROWTH INCOME with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether GROWTH INCOME trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where GROWTH INCOME leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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GROWTH INCOME Competition

GROWTH INCOME vs AlphaCentric LifeSci Correlation Overview

Good diversification

Moving together with GROWTH Mutual Fund

Moving against GROWTH Mutual Fund

Specify up to 10 symbols:

GROWTH INCOME Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

GROWTH INCOME Competitive Analysis

GROWTH INCOME Peer Performance Charts

How to Analyze GROWTH INCOME Against Peers

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