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 a closer substitute for your current allocation.
Cheapest Alternatives to BLPAX
BLPAX charges 0.66% annually. There are 278 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | BLPAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BLPAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BLPAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | BLPAX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | BLPAX vs FYMIX |
Best Risk-Adjusted Alternatives to BLPAX
BLPAX has a PortfoliosLab risk / return rank of 60. There are 274 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | BLPAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | BLPAX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | BLPAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | BLPAX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | BLPAX vs FSRRX |
Top Performing BLPAX Alternatives (YTD)
BLPAX is at 6.97% YTD. There are 239 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | BLPAX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | BLPAX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | BLPAX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | BLPAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | BLPAX vs MHELX |
Lowest Volatility Alternatives to BLPAX
BLPAX has 9.13% 1-year volatility. There are 313 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | BLPAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | BLPAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | BLPAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | BLPAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | BLPAX vs CSTAX |
Lowest Drawdown Alternatives to BLPAX
BLPAX has a 1-year max drawdown of -7.26%. There are 374 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | BLPAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | BLPAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | BLPAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | BLPAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | BLPAX vs CSTAX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.
Often Compared With BLPAX
Investors most often compare BLPAX with GAIOX, VOO, CGDV. These 20 comparison targets span 10 categories, 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.
Pair BLPAX with funds that move differently
American Funds Moderate Growth and Income Portfolio Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BLPAX.
Explore BLPAX Diversifiers