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 124 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
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	63.70B	Dec 2000	CGNAX vs VBAIX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	CGNAX vs BWBIX

Best Risk-Adjusted Alternatives to CGNAX

CGNAX has a PortfoliosLab risk / return rank of 52. There are 368 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
NWQIX	Nuveen Flexible Income Fund	96	—	Dec 2009	CGNAX vs NWQIX
RPFCX	Davis Appreciation & Income Fund	95	—	Apr 1992	CGNAX vs RPFCX
FSRRX	Fidelity Strategic Real Return Fund	95	—	Sep 2005	CGNAX vs FSRRX

Top Performing CGNAX Alternatives (YTD)

CGNAX is at 7.56% YTD. There are 188 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	29.12%	—	Jan 1998	CGNAX vs EKBAX
IOEZX	ICON Equity Income Fund	20.77%	—	May 2004	CGNAX vs IOEZX
TIBIX	Thornburg Investment Income Builder Fund Class I	17.74%	—	Dec 2002	CGNAX vs TIBIX
GRSPX	Greenspring Fund	16.72%	—	Jun 1983	CGNAX vs GRSPX
BRUFX	Bruce Fund	16.02%	—	Mar 1968	CGNAX vs BRUFX

Lowest Volatility Alternatives to CGNAX

CGNAX has 10.92% 1-year volatility. There are 411 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
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.81%	—	Nov 2003	CGNAX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.91%	—	Apr 2012	CGNAX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.00%	—	Apr 2003	CGNAX vs AVEFX
CSTAX	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 452 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
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	CGNAX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	CGNAX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	CGNAX vs SICIX
CSTAX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	79	8.24%	—	Jul 1975	CGNAX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	39	8.17%	—	Jan 1934	CGNAX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	60	9.02%	—	Jul 1952	CGNAX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	20	4.58%	—	Dec 1973	CGNAX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	51	9.58%	—	May 2009	CGNAX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	65	12.13%	—	Aug 1978	CGNAX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	3.99%	—	Mar 1973	CGNAX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	19	4.51%	—	Dec 1973	CGNAX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	81	8.47%	—	Dec 1973	CGNAX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	16	2.86%	—	Jan 1967	CGNAX vs AMCPX

Often Compared With CGNAX

Investors most often compare CGNAX with VFIAX, FXAIX, AGTHX. These 20 comparison targets span 12 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	63	9.33%	1.70T	Nov 2000	CGNAX vs VFIAX
FXAIX	Fidelity 500 Index Fund	S&P 500	64	9.35%	—	Feb 1988	CGNAX vs FXAIX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	19	4.39%	—	Dec 1973	CGNAX vs AGTHX
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	CGNAX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	CGNAX vs SPY
VTTSX	Vanguard Target Retirement 2060 Fund	Target Retirement Date, Diversified Portfolio	71	10.02%	46.70B	Jan 2012	CGNAX vs VTTSX
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	55	6.05%	39.88B	May 2022	CGNAX vs JEPQ
IAU	iShares Gold Trust	Gold, Precious Metals	30	-6.16%	59.74B	Jan 2005	CGNAX vs IAU
GDX	VanEck Gold Miners ETF	Gold, Precious Metals	35	-13.61%	22.65B	May 2006	CGNAX vs GDX
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	48	4.52%	45.80B	May 2020	CGNAX vs JEPI
CBAAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	58	6.66%	—	May 2012	CGNAX vs CBAAX
WMFFX	Washington Mutual Investors Fund Class F-2	Large Cap Value Equities	59	9.13%	—	Aug 2008	CGNAX vs WMFFX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	28	5.62%	176.32B	May 1967	CGNAX vs FCNTX
PVAL	Putnam Focused Large Cap Value ETF	Large Cap Value Equities	95	17.84%	13.48B	May 2021	CGNAX vs PVAL
FYMIX	Fidelity Sustainable Multi-Asset Fund	Diversified Portfolio	58	8.03%	—	Feb 2022	CGNAX vs FYMIX
SPAXX	Fidelity Government Money Market Fund	Money Market	—	1.64%	437.41B	Feb 1990	CGNAX vs SPAXX
VDIGX	Vanguard Dividend Growth Fund	Dividend, Large Cap Blend Equities	32	5.43%	35.70B	May 1992	CGNAX vs VDIGX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	89	6.55%	—	Sep 2005	CGNAX vs FCSRX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	91	6.99%	—	Sep 2005	CGNAX vs FSRKX
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	80	14.16%	37.18B	Feb 2022	CGNAX vs CGDV

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