American Funds Moderate Growth and Income Portfolio Class F-1 (BLPFX) 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 BLPFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BLPFX
BLPFX charges 0.70% annually. There are 296 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 | BLPFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BLPFX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | BLPFX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BLPFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | BLPFX vs BWBIX |
Best Risk-Adjusted Alternatives to BLPFX
BLPFX has a PortfoliosLab risk / return rank of 57. There are 271 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 | BLPFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | BLPFX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | BLPFX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | BLPFX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 94 | — | Sep 2005 | BLPFX vs FSRRX |
Top Performing BLPFX Alternatives (YTD)
BLPFX is at 6.65% YTD. There are 234 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.98% | — | Jan 1998 | BLPFX vs EKBAX | |
| ICON Equity Income Fund | 20.89% | — | May 2004 | BLPFX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.92% | — | Dec 2002 | BLPFX vs TIBIX | |
| Greenspring Fund | 17.91% | — | Jun 1983 | BLPFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | BLPFX vs MHELX |
Lowest Volatility Alternatives to BLPFX
BLPFX has 9.01% 1-year volatility. There are 308 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | BLPFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | BLPFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.90% | — | Apr 2012 | BLPFX vs SCLAX | |
| Ave Maria Bond Fund | 2.98% | — | Apr 2003 | BLPFX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | BLPFX vs CSTAX |
Lowest Drawdown Alternatives to BLPFX
BLPFX has a 1-year max drawdown of -7.08%. There are 356 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 | BLPFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | BLPFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | BLPFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | BLPFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | BLPFX vs CSTAX |
Other Mutual Funds from Capital Group
The 10 most viewed Capital Group mutual funds shown here include AGTHX, RFNGX, HIMFX and span 5 categories.
Compare BLPFX with Any Fund or Stock
Compare BLPFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BLPFX with funds that move differently
American Funds Moderate Growth and Income Portfolio Class F-1 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BLPFX.
Explore BLPFX Diversifiers