American Funds Growth and Income Portfolio (CGNAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CGNAX
CGNAX charges 0.36% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CGNAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CGNAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CGNAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | CGNAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | CGNAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | CGNAX vs BWBIX |
Best Risk-Adjusted Alternatives to CGNAX
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 | CGNAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CGNAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CGNAX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | CGNAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CGNAX vs PMAIX |
Top Performing CGNAX Alternatives (YTD)
CGNAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | CGNAX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | CGNAX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | CGNAX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | CGNAX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | CGNAX vs TPDAX |
Lowest Volatility Alternatives to CGNAX
CGNAX 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 | CGNAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | CGNAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CGNAX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | CGNAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | CGNAX vs SICIX |
Lowest Drawdown Alternatives to CGNAX
CGNAX 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 | CGNAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CGNAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CGNAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CGNAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CGNAX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With CGNAX
What investors most often compare with CGNAX, based on PortfoliosLab usage data.
Compare CGNAX with Any Fund or Stock
Compare CGNAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.