FPA Crescent Fund (FPACX) Alternatives
FPA Crescent Fund (FPACX) 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 FPACX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FPACX
FPACX charges 1.00% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FPACX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FPACX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FPACX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FPACX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FPACX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FPACX vs BWBIX |
Best Risk-Adjusted Alternatives to FPACX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FPACX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FPACX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FPACX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FPACX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FPACX vs PMAIX |
Top Performing FPACX Alternatives (YTD)
FPACX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FPACX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FPACX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FPACX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FPACX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FPACX vs CONWX |
Lowest Volatility Alternatives to FPACX
FPACX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FPACX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FPACX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FPACX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FPACX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FPACX vs SICIX |
Lowest Drawdown Alternatives to FPACX
FPACX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FPACX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FPACX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FPACX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FPACX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FPACX vs SICIX |
Other Mutual Funds from FPA
Most popular FPA mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -3.88% | Dec 24, 2002 | FPACX vs PTY | |
| FPA New Income Fund | Short-Term Bond | 89 | -0.16% | Jul 11, 1984 | FPACX vs FPNIX | |
| FPA Flexible Fixed Income Fund | Nontraditional Bonds | 88 | -0.23% | Dec 30, 2018 | FPACX vs FPFIX | |
| FPA Queens Road Value Fund | Large Cap Value Equities | 10 | -4.83% | Jun 13, 2002 | FPACX vs QRVLX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | Small Cap Value Equities | 62 | 3.75% | Jun 13, 2002 | FPACX vs QRSVX |
Often Compared With FPACX
What investors most often compare with FPACX, based on PortfoliosLab usage data.
Compare FPACX with Any Fund or Stock
Compare FPACX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.