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 a closer substitute for your current allocation.
Cheapest Alternatives to FPACX
FPACX charges 1.00% annually. There are 413 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FPACX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FPACX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | FPACX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FPACX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FPACX vs VTMFX |
Best Risk-Adjusted Alternatives to FPACX
FPACX has a PortfoliosLab risk / return rank of 48. There are 380 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FPACX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | FPACX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FPACX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | FPACX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | FPACX vs AOBLX |
Top Performing FPACX Alternatives (YTD)
FPACX is at 6.64% YTD. There are 279 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | FPACX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | FPACX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | FPACX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | FPACX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | FPACX vs TIBIX |
Lowest Volatility Alternatives to FPACX
FPACX has 9.15% 1-year volatility. There are 329 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FPACX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | FPACX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | FPACX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FPACX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | FPACX vs CSTAX |
Lowest Drawdown Alternatives to FPACX
FPACX has a 1-year max drawdown of -7.37%. There are 385 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 | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FPACX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FPACX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FPACX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FPACX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FPACX vs CSTAX |
Other Mutual Funds from FPA
The 4 most viewed FPA mutual funds shown here include FPNIX, FPFIX, QRSVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| FPA New Income Fund | Short-Term Bond | 36 | 0.00% | — | Jul 1984 | FPACX vs FPNIX | |
| FPA Flexible Fixed Income Fund | Nontraditional Bonds | 31 | -0.09% | — | Dec 2018 | FPACX vs FPFIX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | Small Cap Value Equities | 81 | 25.54% | — | Jun 2002 | FPACX vs QRSVX | |
| FPA Queens Road Value Fund | Large Cap Value Equities | 19 | 11.34% | — | Jun 2002 | FPACX vs QRVLX |
Often Compared With FPACX
Investors most often compare FPACX with CMNIX, DODBX, VOLMX. These 20 comparison targets span 8 categories, 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.
Pair FPACX with funds that move differently
FPA Crescent Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FPACX.
Explore FPACX Diversifiers