American Funds Moderate Growth and Income Portfolio Class A (BLPAX) Alternatives
American Funds Moderate Growth and Income Portfolio Class A (BLPAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BLPAX. 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 BLPAX
BLPAX charges 0.66% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among BLPAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | BLPAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | BLPAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | BLPAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | BLPAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | BLPAX vs FYMIX |
Best Risk-Adjusted Alternatives to BLPAX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | BLPAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | BLPAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | BLPAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | BLPAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | BLPAX vs PMAIX |
Top Performing BLPAX Alternatives (YTD)
BLPAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | BLPAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | BLPAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | BLPAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | BLPAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | BLPAX vs CONWX |
Lowest Volatility Alternatives to BLPAX
BLPAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | BLPAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | BLPAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | BLPAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | BLPAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | BLPAX vs SICIX |
Lowest Drawdown Alternatives to BLPAX
BLPAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | BLPAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | BLPAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | BLPAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | BLPAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | BLPAX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With BLPAX
What investors most often compare with BLPAX, based on PortfoliosLab usage data.
Compare BLPAX with Any Fund or Stock
Compare BLPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.