CTHAX Alternatives & Similar Mutual Funds

American Funds College 2030 Fund (CTHAX) 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 CTHAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CTHAX

CTHAX charges 0.41% annually. There are 147 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	CTHAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	CTHAX vs PALDX
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	64.10B	Dec 2000	CTHAX vs VBAIX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	CTHAX vs TSAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	0.05%	12.30B	Sep 1994	CTHAX vs VTMFX

Best Risk-Adjusted Alternatives to CTHAX

CTHAX has a PortfoliosLab risk / return rank of 60. There are 315 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	CTHAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	CTHAX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	CTHAX vs NWQIX
FMUAX	Federated Hermes Municipal and Stock Advantage Fun...	94	—	Sep 2003	CTHAX vs FMUAX
AYBLX	Pioneer Balanced ESG Fund	93	—	Dec 1991	CTHAX vs AYBLX

Top Performing CTHAX Alternatives (YTD)

CTHAX is at 2.90% YTD. There are 506 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	30.31%	—	Jan 1998	CTHAX vs EKBAX
GRSPX	Greenspring Fund	19.30%	—	Jun 1983	CTHAX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	18.84%	—	Aug 1998	CTHAX vs MHELX
IOEZX	ICON Equity Income Fund	18.66%	—	May 2004	CTHAX vs IOEZX
TIBIX	Thornburg Investment Income Builder Fund Class I	16.85%	—	Dec 2002	CTHAX vs TIBIX

Lowest Volatility Alternatives to CTHAX

CTHAX has 4.49% 1-year volatility. There are 18 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.85%	—	Nov 2003	CTHAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.82%	—	Nov 2003	CTHAX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.87%	—	Apr 2012	CTHAX vs SCLAX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	CTHAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.11%	—	Sep 2012	CTHAX vs CSTAX

Lowest Drawdown Alternatives to CTHAX

CTHAX has a 1-year max drawdown of -4.03%. There are 56 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	CTHAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	CTHAX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	CTHAX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	CTHAX vs SICIX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	CTHAX 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	80	8.96%	—	Jul 1975	CTHAX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	10.23%	—	Jan 1934	CTHAX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	44	8.02%	—	Jul 1952	CTHAX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	23	8.63%	—	Dec 1973	CTHAX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	41	10.80%	—	May 2009	CTHAX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	61	13.86%	—	Aug 1978	CTHAX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	25	6.70%	—	Mar 1973	CTHAX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	23	8.56%	—	Dec 1973	CTHAX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	65	6.88%	—	Dec 1973	CTHAX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	20	6.63%	—	Jan 1967	CTHAX vs AMCPX

Often Compared With CTHAX

Investors most often compare CTHAX with FCNTX, TCAF, SIFAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	38	10.69%	176.32B	May 1967	CTHAX vs FCNTX
TCAF	T. Rowe Price Capital Appreciation Equity ETF	Large Cap Blend Equities	46	8.90%	7.67B	Jun 2023	CTHAX vs TCAF
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	67	7.45%	—	Apr 2012	CTHAX vs SIFAX
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	79	6.62%	—	Dec 1987	CTHAX vs CONWX
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	87	6.43%	—	Sep 2005	CTHAX vs FSRKX
BERIX	Chartwell Income Fund	Diversified Portfolio	70	2.65%	—	Sep 1987	CTHAX vs BERIX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	4	5.85%	—	Dec 1999	CTHAX vs WWWEX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	89	12.00%	—	Dec 2010	CTHAX vs PUDZX
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	92	7.68%	—	Sep 2005	CTHAX vs FSRRX
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	16	3.78%	—	Dec 2017	CTHAX vs BWBIX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	83	5.97%	—	Sep 2005	CTHAX vs FCSRX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	87	6.34%	—	Oct 2018	CTHAX vs FIQDX
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	87	6.56%	—	Dec 2011	CTHAX vs PMAIX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	54	7.01%	—	Nov 2009	CTHAX vs TPDAX
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	62	9.80%	—	Jul 2007	CTHAX vs AAAAX
FYMIX	Fidelity Sustainable Multi-Asset Fund	Diversified Portfolio	58	9.47%	—	Feb 2022	CTHAX vs FYMIX
SMIFX	Sound Mind Investing Fund	Diversified Portfolio	32	11.70%	—	Dec 2005	CTHAX vs SMIFX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	5	-0.38%	—	Aug 2013	CTHAX vs QBDSX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	86	6.47%	—	Sep 2005	CTHAX vs FSIRX
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	83	13.59%	—	Dec 2019	CTHAX vs BLNDX

Compare CTHAX with Any Fund or Stock

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

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Diversifiers

Pair CTHAX with funds that move differently

American Funds College 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CTHAX.

Explore CTHAX Diversifiers

American Funds College 2030 Fund (CTHAX) Alternatives