CPGAX Alternatives & Similar Mutual Funds

American Funds Global Growth Portfolio (CPGAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CPGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CPGAX

CPGAX charges 0.40% annually. There are 20 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	CPGAX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	CPGAX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	CPGAX vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	CPGAX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	97.00B	Feb 2019	CPGAX vs VTWAX

Best Risk-Adjusted Alternatives to CPGAX

CPGAX has a PortfoliosLab risk / return rank of 40. There are 134 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	CPGAX vs LVAFX
FMIEX	Wasatch Global Value Fund Investor Class Shares	97	—	Sep 1996	CPGAX vs FMIEX
LVAGX	LSV Global Value Fund	97	—	Jun 2014	CPGAX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	96	—	Dec 2005	CPGAX vs EPSYX
PGVFX	Polaris Global Value Fund	95	—	May 1998	CPGAX vs PGVFX

Top Performing CPGAX Alternatives (YTD)

CPGAX is at 8.96% YTD. There are 146 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.

Symbol	Name	YTD Return	AUM	Inception
YFSIX	AMG Yacktman Global Fund	24.97%	—	Jan 2017	CPGAX vs YFSIX
YFSNX	AMG Yacktman Global Fund Class N	24.78%	—	—	CPGAX vs YFSNX
LVAGX	LSV Global Value Fund	24.67%	—	Jun 2014	CPGAX vs LVAGX
PGTIX	T. Rowe Price Global Technology Fund I Class	23.72%	—	Nov 2016	CPGAX vs PGTIX
EPSYX	MainStay Epoch Global Equity Yield Fund	21.42%	—	Dec 2005	CPGAX vs EPSYX

Lowest Volatility Alternatives to CPGAX

CPGAX has 16.21% 1-year volatility. There are 178 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
MBXAX	Catalyst/Millburn Hedge Strategy Fund	6.87%	—	Dec 2015	CPGAX vs MBXAX
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	6.90%	—	Dec 1996	CPGAX vs MBXIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	CPGAX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.01%	2.00B	Dec 2013	CPGAX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	CPGAX vs SVTAX

Lowest Drawdown Alternatives to CPGAX

CPGAX has a 1-year max drawdown of -11.33%. There are 145 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	-3.85%	—	Dec 1996	CPGAX vs MBXIX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	-3.89%	—	Dec 2015	CPGAX vs MBXAX
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	CPGAX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	CPGAX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	CPGAX vs SGMAX

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	CPGAX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	39	8.17%	—	Jan 1934	CPGAX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	60	9.02%	—	Jul 1952	CPGAX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	20	4.58%	—	Dec 1973	CPGAX 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	CPGAX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	65	12.13%	—	Aug 1978	CPGAX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	3.99%	—	Mar 1973	CPGAX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	19	4.51%	—	Dec 1973	CPGAX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	81	8.47%	—	Dec 1973	CPGAX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	16	2.86%	—	Jan 1967	CPGAX vs AMCPX

Often Compared With CPGAX

Investors most often compare CPGAX with VTSAX, SPY, QQQ. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	64	9.87%	2.30T	Nov 2000	CPGAX vs VTSAX
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	CPGAX vs SPY
QQQ	Invesco QQQ ETF	Nasdaq-100	49	12.26%	452.80B	Mar 1999	CPGAX vs QQQ
VT	Vanguard Total World Stock ETF	Global Equities	70	11.15%	97.00B	Jun 2008	CPGAX vs VT
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	24	2.81%	—	May 2011	CPGAX vs GAOAX
NALFX	New Alternatives Fund	Global Equities	54	13.40%	—	Sep 1982	CPGAX vs NALFX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	19	4.39%	—	Dec 1973	CPGAX vs AGTHX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Quality Factor, Global Equities	70	11.60%	—	Jun 2021	CPGAX vs GQFPX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Infrastructure Equities, Global Equities	79	12.43%	—	Aug 2017	CPGAX vs CSUAX
ARTHX	Artisan Global Equity Fund	Global Equities	33	8.26%	—	Mar 2010	CPGAX vs ARTHX
MFWIX	MFS Global Total Return Fund Class I	Global Equities	75	8.22%	—	Sep 1990	CPGAX vs MFWIX
TAVFX	Third Avenue Value Fund	Global Equities	90	15.50%	—	Oct 1990	CPGAX vs TAVFX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Infrastructure Equities, Global Equities	43	7.74%	—	—	CPGAX vs GLIFX
GCCHX	GMO Climate Change Fund	Global Equities	61	10.46%	—	Apr 2017	CPGAX vs GCCHX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	51	11.52%	—	May 2007	CPGAX vs CAEIX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	95	16.88%	3.70B	May 1984	CPGAX vs VGPMX
FGIAX	Nuveen Global Infrastructure Fund Class A	Infrastructure Equities, Global Equities	66	11.78%	—	Dec 2007	CPGAX vs FGIAX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities, Low Volatility	59	8.08%	—	Dec 2013	CPGAX vs MVGIX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Quality Factor, Global Equities	27	7.29%	—	Mar 2019	CPGAX vs GQRIX
SGSCX	DWS Global Small Cap Fund	Global Equities	86	18.42%	—	Sep 1991	CPGAX vs SGSCX

Compare CPGAX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair CPGAX with funds that move differently

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

Explore CPGAX Diversifiers

American Funds Global Growth Portfolio (CPGAX) Alternatives