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 112 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | CBAAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CBAAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | CBAAX vs FYMIX |
Best Risk-Adjusted Alternatives to CBAAX
CBAAX has a PortfoliosLab risk / return rank of 58. There are 311 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 | 98 | — | Dec 2002 | CBAAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CBAAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | CBAAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | CBAAX vs FSRRX |
Top Performing CBAAX Alternatives (YTD)
CBAAX is at 6.66% YTD. There are 247 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | CBAAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | CBAAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | CBAAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | CBAAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | CBAAX vs BRUFX |
Lowest Volatility Alternatives to CBAAX
CBAAX has 9.11% 1-year volatility. There are 308 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 | CBAAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | CBAAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | CBAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | 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 380 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 20 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