CGNAX Alternatives & Similar Mutual Funds

American Funds Growth and Income Portfolio (CGNAX) 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 CGNAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CGNAX

CGNAX charges 0.36% annually. There are 122 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	CGNAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	CGNAX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	CGNAX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	CGNAX vs BWBIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	CGNAX vs FYMIX

Best Risk-Adjusted Alternatives to CGNAX

CGNAX has a PortfoliosLab risk / return rank of 56. There are 357 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	CGNAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	CGNAX vs TIBIX
EKBAX	Allspring Diversified Capital Builder Fund	97	—	Jan 1998	CGNAX vs EKBAX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	CGNAX vs NWQIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	96	—	Sep 2005	CGNAX vs FSRKX

Top Performing CGNAX Alternatives (YTD)

CGNAX is at 8.98% YTD. There are 167 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	36.56%	—	Jan 1998	CGNAX vs EKBAX
GRSPX	Greenspring Fund	21.59%	—	Jun 1983	CGNAX vs GRSPX
TIBIX	Thornburg Investment Income Builder Fund Class I	17.96%	—	Dec 2002	CGNAX vs TIBIX
MHELX	MH Elite Small Cap Fund of Funds Fund	17.65%	—	Aug 1998	CGNAX vs MHELX
DGIFX	Disciplined Growth Investors Fund	17.45%	—	Aug 2011	CGNAX vs DGIFX

Lowest Volatility Alternatives to CGNAX

CGNAX has 10.09% 1-year volatility. There are 415 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.86%	—	Nov 2003	CGNAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.63%	—	Apr 2012	CGNAX vs SCLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.80%	—	Nov 2003	CGNAX vs SICIX
AVEFX	Ave Maria Bond Fund	2.93%	—	Apr 2003	CGNAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.03%	—	Sep 2012	CGNAX vs CSTAX

Lowest Drawdown Alternatives to CGNAX

CGNAX has a 1-year max drawdown of -8.28%. There are 455 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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	CGNAX vs STDAX
FSRKX	Fidelity Strategic Real Return Fund Class K6	-1.93%	—	Sep 2005	CGNAX vs FSRKX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	-1.94%	—	Oct 2018	CGNAX vs FIQDX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	-1.99%	—	Sep 2005	CGNAX vs FCSRX
FSRRX	Fidelity Strategic Real Return Fund	-2.05%	—	Sep 2005	CGNAX vs FSRRX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	85	9.98%	—	Jul 1975	CGNAX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	55	10.91%	—	Jan 1934	CGNAX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	35	10.24%	—	Dec 1973	CGNAX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.89%	—	Jul 1952	CGNAX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	40	12.33%	—	—	CGNAX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	75	15.14%	—	Jan 1978	CGNAX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	29	7.38%	—	Mar 1973	CGNAX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	34	10.19%	—	Dec 1973	CGNAX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	53	6.34%	—	Dec 1973	CGNAX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	27	6.34%	—	Jan 1967	CGNAX vs AMCPX

Often Compared With CGNAX

Investors most often compare CGNAX with VFIAX, AGTHX, FXAIX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	73	11.69%	1.60T	Nov 2000	CGNAX vs VFIAX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	34	10.09%	—	Dec 1973	CGNAX vs AGTHX
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	CGNAX vs FXAIX
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	CGNAX vs VOO
VTTSX	Vanguard Target Retirement 2060 Fund	Diversified Portfolio, Target Retirement Date	71	12.17%	44.60B	Jan 2012	CGNAX vs VTTSX
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	CGNAX vs SPY
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	74	9.54%	39.63B	May 2022	CGNAX vs JEPQ
IAU	iShares Gold Trust	Gold, Precious Metals	32	2.98%	69.92B	Jan 2005	CGNAX vs IAU
GDX	VanEck Gold Miners ETF	Gold, Precious Metals	35	-0.90%	27.13B	May 2006	CGNAX vs GDX
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	26	0.15%	44.59B	May 2020	CGNAX vs JEPI
CBAAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	60	7.59%	—	May 2012	CGNAX vs CBAAX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	7.76%	176.32B	May 1967	CGNAX vs FCNTX
WMFFX	Washington Mutual Investors Fund Class F-2	Large Cap Value Equities	39	5.96%	—	Aug 2008	CGNAX vs WMFFX
PVAL	Putnam Focused Large Cap Value ETF	Large Cap Value Equities	87	11.75%	11.08B	May 2021	CGNAX vs PVAL
SPAXX	Fidelity Government Money Market Fund	Money Market	—	1.37%	437.41B	Feb 1990	CGNAX vs SPAXX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	76	11.89%	35.12B	Feb 2022	CGNAX vs CGDV
VDIGX	Vanguard Dividend Growth Fund	Dividend, Large Cap Blend Equities	11	2.63%	36.80B	May 1992	CGNAX vs VDIGX
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	74	16.44%	—	Mar 1993	CGNAX vs CWGIX
ACWX	iShares MSCI ACWI ex U.S. ETF	Foreign Large Cap Equities	59	14.30%	11.58B	Mar 2008	CGNAX vs ACWX
SPYI	NEOS S&P 500 High Income ETF	Derivative Income, S&P 500	71	7.72%	10.07B	Aug 2022	CGNAX vs SPYI

Compare CGNAX with Any Fund or Stock

Compare CGNAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair CGNAX with funds that move differently

American Funds Growth and Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CGNAX.

Explore CGNAX Diversifiers

American Funds Growth and Income Portfolio (CGNAX) Alternatives