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 125 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 | CGNAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CGNAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CGNAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CGNAX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | CGNAX vs BWBIX |
Best Risk-Adjusted Alternatives to CGNAX
CGNAX has a PortfoliosLab risk / return rank of 49. There are 354 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 | CGNAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | CGNAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CGNAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | CGNAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | CGNAX vs AOBLX |
Top Performing CGNAX Alternatives (YTD)
CGNAX is at 9.17% YTD. There are 148 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 | CGNAX vs EKBAX | |
| Greenspring Fund | 23.55% | — | Jun 1983 | CGNAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 21.34% | — | Aug 1998 | CGNAX vs MHELX | |
| Disciplined Growth Investors Fund | 17.08% | — | Aug 2011 | CGNAX vs DGIFX | |
| ICON Equity Income Fund | 16.42% | — | May 2004 | CGNAX vs IOEZX |
Lowest Volatility Alternatives to CGNAX
CGNAX has 10.69% 1-year volatility. There are 413 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 | CGNAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | CGNAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | CGNAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CGNAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | CGNAX vs CSTAX |
Lowest Drawdown Alternatives to CGNAX
CGNAX has a 1-year max drawdown of -8.28%. There are 453 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 | CGNAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CGNAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CGNAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CGNAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CGNAX 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 CGNAX
Investors most often compare CGNAX with VFIAX, AGTHX, FXAIX. These 20 comparison targets span 13 categories, 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.
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