Greenspring Fund (GRSPX) 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 GRSPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GRSPX
GRSPX charges 1.09% annually. There are 445 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 | GRSPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | GRSPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | GRSPX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | GRSPX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | GRSPX vs BWBIX |
Best Risk-Adjusted Alternatives to GRSPX
GRSPX has a PortfoliosLab risk / return rank of 25. There are 496 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 | GRSPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | GRSPX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | GRSPX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | GRSPX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | GRSPX vs AOBLX |
Top Performing GRSPX Alternatives (YTD)
GRSPX is at 20.56% YTD. There are 2 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | GRSPX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | GRSPX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | GRSPX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | GRSPX vs IOEZX | |
| Sound Mind Investing Fund | 13.35% | — | Dec 2005 | GRSPX vs SMIFX |
Lowest Volatility Alternatives to GRSPX
GRSPX has 56.42% 1-year volatility. There are 540 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 | GRSPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | GRSPX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | GRSPX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | GRSPX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | GRSPX vs CSTAX |
Lowest Drawdown Alternatives to GRSPX
GRSPX has a 1-year max drawdown of -30.41%. There are 540 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 | GRSPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | GRSPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | GRSPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | GRSPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | GRSPX vs CSTAX |
Often Compared With GRSPX
Investors most often compare GRSPX with FPACX, VOO, VHT. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare GRSPX with Any Fund or Stock
Compare GRSPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GRSPX with funds that move differently
Greenspring Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GRSPX.
Explore GRSPX Diversifiers