American Funds Moderate Growth and Income Portfolio (CBAAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CBAAX
CBAAX charges 0.35% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CBAAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CBAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CBAAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | CBAAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | CBAAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | CBAAX vs FYMIX |
Best Risk-Adjusted Alternatives to CBAAX
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 | CBAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CBAAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CBAAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | CBAAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CBAAX vs PMAIX |
Top Performing CBAAX Alternatives (YTD)
CBAAX 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 | CBAAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | CBAAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | CBAAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | CBAAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | CBAAX vs CONWX |
Lowest Volatility Alternatives to CBAAX
CBAAX 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 | CBAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | CBAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CBAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | CBAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | CBAAX vs SICIX |
Lowest Drawdown Alternatives to CBAAX
CBAAX 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 | CBAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CBAAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CBAAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CBAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CBAAX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With CBAAX
What investors most often compare with CBAAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | CBAAX vs FXAIX | |
| American Funds Growth and Income Portfolio | Diversified Portfolio | 61 | -4.70% | May 17, 2012 | CBAAX vs CGNAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | CBAAX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | CBAAX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | CBAAX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | CBAAX vs TPDAX |
Compare CBAAX with Any Fund or Stock
Compare CBAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.