American Funds Growth and Income Portfolio (GAIOX) 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 GAIOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GAIOX
GAIOX charges 0.66% annually. There are 276 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 | GAIOX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | GAIOX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | GAIOX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | GAIOX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | GAIOX vs VTMFX |
Best Risk-Adjusted Alternatives to GAIOX
GAIOX has a PortfoliosLab risk / return rank of 54. There are 347 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 | GAIOX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | GAIOX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | GAIOX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | GAIOX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | GAIOX vs AYBLX |
Top Performing GAIOX Alternatives (YTD)
GAIOX is at 8.69% YTD. There are 160 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | GAIOX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | GAIOX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | GAIOX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | GAIOX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | GAIOX vs SMIFX |
Lowest Volatility Alternatives to GAIOX
GAIOX has 10.73% 1-year volatility. There are 426 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | GAIOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | GAIOX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | GAIOX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | GAIOX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | GAIOX vs CSTAX |
Lowest Drawdown Alternatives to GAIOX
GAIOX has a 1-year max drawdown of -8.32%. There are 456 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 | GAIOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | GAIOX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | GAIOX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | GAIOX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | GAIOX vs FSRKX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.
Often Compared With GAIOX
Investors most often compare GAIOX with APGAX, VOO, BLPAX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare GAIOX with Any Fund or Stock
Compare GAIOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GAIOX with funds that move differently
American Funds Growth and Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GAIOX.
Explore GAIOX Diversifiers