American Funds Moderate Growth and Income Portfolio (CBAAX) 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 CBAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CBAAX
CBAAX charges 0.35% annually. There are 113 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 | CBAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CBAAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CBAAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CBAAX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | CBAAX vs BWBIX |
Best Risk-Adjusted Alternatives to CBAAX
CBAAX has a PortfoliosLab risk / return rank of 54. There are 319 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 | CBAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | CBAAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CBAAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | CBAAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | CBAAX vs AOBLX |
Top Performing CBAAX Alternatives (YTD)
CBAAX is at 7.62% YTD. There are 210 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.32% | — | Jan 1998 | CBAAX vs EKBAX | |
| Greenspring Fund | 23.55% | — | Jun 1983 | CBAAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 21.34% | — | Aug 1998 | CBAAX vs MHELX | |
| Disciplined Growth Investors Fund | 17.08% | — | Aug 2011 | CBAAX vs DGIFX | |
| ICON Equity Income Fund | 16.42% | — | May 2004 | CBAAX vs IOEZX |
Lowest Volatility Alternatives to CBAAX
CBAAX has 8.94% 1-year volatility. There are 312 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 | CBAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | CBAAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | CBAAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CBAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | CBAAX vs CSTAX |
Lowest Drawdown Alternatives to CBAAX
CBAAX has a 1-year max drawdown of -7.31%. There are 379 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 | CBAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CBAAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CBAAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CBAAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CBAAX 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 CBAAX
Investors most often compare CBAAX with FXAIX, CGNAX, WWWEX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare CBAAX with Any Fund or Stock
Compare CBAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CBAAX with funds that move differently
American Funds Moderate Growth and Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CBAAX.
Explore CBAAX Diversifiers