FCFWX Alternatives & Similar Mutual Funds

American Funds Retirement Income Portfolio Enhanced Class F-1 (FCFWX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FCFWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FCFWX

FCFWX charges 0.67% annually. There are 511 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	FCFWX vs LTFIX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	FCFWX vs LTIUX
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	FCFWX vs PMTIX
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008	FCFWX vs LTRIX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020	FCFWX vs FCQTX

Best Risk-Adjusted Alternatives to FCFWX

FCFWX has a PortfoliosLab risk / return rank of 69. There are 66 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.

Symbol	Name	Risk / Return Rank	AUM	Inception
FIRVX	Fidelity Managed Retirement 2020 Fund	85	—	Dec 2007	FCFWX vs FIRVX
PADLX	Putnam Retirement Advantage Maturity Fund	85	—	Dec 2019	FCFWX vs PADLX
FRKMX	Fidelity Managed Retirement Income Fund Class K	84	—	Aug 2019	FCFWX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	84	—	Aug 2007	FCFWX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	84	—	Aug 2019	FCFWX vs FRHMX

Top Performing FCFWX Alternatives (YTD)

FCFWX is at 6.36% YTD. There are 412 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.

Symbol	Name	YTD Return	AUM	Inception
FRKMX	Fidelity Managed Retirement Income Fund Class K	15,640,638.04%	—	Aug 2019	FCFWX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	FCFWX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	FCFWX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	FCFWX vs FIRVX
FFSZX	Fidelity Freedom 2065 Fund Class K6	12.19%	—	Jun 2019	FCFWX vs FFSZX

Lowest Volatility Alternatives to FCFWX

FCFWX has 7.89% 1-year volatility. There are 210 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.59%	—	Nov 2015	FCFWX vs TDIFX
LTTIX	MFS Lifetime 2025 Fund	4.18%	—	Nov 2012	FCFWX vs LTTIX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.32%	—	Oct 2009	FCFWX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.34%	—	Oct 2009	FCFWX vs FFGZX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.35%	—	Aug 2007	FCFWX vs FRIMX

Lowest Drawdown Alternatives to FCFWX

FCFWX has a 1-year max drawdown of -6.29%. There are 232 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	-2.61%	—	Nov 2015	FCFWX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	FCFWX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	FCFWX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	FCFWX vs FRQHX
FRKMX	Fidelity Managed Retirement Income Fund Class K	-3.42%	—	Aug 2019	FCFWX vs FRKMX

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	74	8.29%	—	Jul 1975	FCFWX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	38	7.66%	—	Jan 1934	FCFWX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	34	5.17%	—	Jul 1952	FCFWX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	23	6.52%	—	Dec 1973	FCFWX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	38	10.30%	—	May 2009	FCFWX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	56	12.28%	—	Aug 1978	FCFWX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	21	4.43%	—	Mar 1973	FCFWX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	23	6.45%	—	Dec 1973	FCFWX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	47	5.75%	—	Dec 1973	FCFWX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	17	2.91%	—	Jan 1967	FCFWX vs AMCPX

Often Compared With FCFWX

Investors most often compare FCFWX with FHTKX, FIRMX, FYTKX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FHTKX	Fidelity Freedom 2040 Fund Class K6	Target Retirement Date	64	10.71%	—	Sep 2000	FCFWX vs FHTKX
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	69	3.60%	—	Aug 2007	FCFWX vs FIRMX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	63	4.22%	—	Oct 1996	FCFWX vs FYTKX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	78	4.51%	—	Sep 2014	FCFWX vs SSFNX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	71	3.66%	—	Aug 2019	FCFWX vs FRQKX
PDAHX	Prudential Day One Income Fund	Target Retirement Date	72	4.27%	—	Dec 2016	FCFWX vs PDAHX
PLTZX	Principal LifeTime 2060 Fund	Target Retirement Date	37	6.75%	—	Feb 2013	FCFWX vs PLTZX
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	58	4.13%	—	Jul 2017	FCFWX vs FNSHX
PDDDX	Prudential Day One 2020 Fund	Target Retirement Date	61	4.42%	—	Dec 2016	FCFWX vs PDDDX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	57	4.11%	—	Oct 1996	FCFWX vs FFFAX
FFFCX	Fidelity Freedom 2010 Fund	Target Retirement Date	62	4.51%	—	Oct 1996	FCFWX vs FFFCX
PPLIX	Principal LifeTime 2050 Fund	Target Retirement Date	37	6.58%	—	Feb 2001	FCFWX vs PPLIX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	38	5.52%	—	Feb 2001	FCFWX vs PTDIX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	Target Retirement Date	58	10.33%	—	Mar 2014	FCFWX vs JLKYX
PDEJX	Prudential Day One 2025 Fund	Target Retirement Date	65	5.26%	—	Dec 2016	FCFWX vs PDEJX
FCTKX	Fidelity Freedom 2055 Fund Class K6	Target Retirement Date	63	12.17%	—	Jun 2011	FCFWX vs FCTKX
URINX	USAA Target Retirement Income Fund	Target Retirement Date	75	5.26%	—	Jul 2008	FCFWX vs URINX
FNSFX	Fidelity Freedom 2060 Fund Class K	Target Retirement Date	63	12.12%	—	Jul 2017	FCFWX vs FNSFX
FRBHX	Fidelity Freedom® 2070 Fund Class K6	Target Retirement Date	64	12.11%	—	Jun 2024	FCFWX vs FRBHX
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	75	5.39%	—	Sep 2014	FCFWX vs SSBRX

Compare FCFWX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair FCFWX with funds that move differently

American Funds Retirement Income Portfolio Enhanced Class F-1 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FCFWX.

Explore FCFWX Diversifiers

American Funds Retirement Income Portfolio Enhanced Class F-1 (FCFWX) Alternatives