GWPAX Alternatives & Similar Mutual Funds

American Funds Growth Portfolio Class A (GWPAX) 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 GWPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to GWPAX

GWPAX charges 0.73% annually. There are 315 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	GWPAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	GWPAX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	GWPAX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	GWPAX vs BWBIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	GWPAX vs FYMIX

Best Risk-Adjusted Alternatives to GWPAX

GWPAX has a PortfoliosLab risk / return rank of 46. There are 424 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	GWPAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	GWPAX vs TIBIX
EKBAX	Allspring Diversified Capital Builder Fund	97	—	Jan 1998	GWPAX vs EKBAX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	GWPAX vs NWQIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	96	—	Sep 2005	GWPAX vs FSRKX

Top Performing GWPAX Alternatives (YTD)

GWPAX is at 11.30% YTD. There are 65 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	36.56%	—	Jan 1998	GWPAX vs EKBAX
GRSPX	Greenspring Fund	21.59%	—	Jun 1983	GWPAX vs GRSPX
TIBIX	Thornburg Investment Income Builder Fund Class I	17.96%	—	Dec 2002	GWPAX vs TIBIX
MHELX	MH Elite Small Cap Fund of Funds Fund	17.65%	—	Aug 1998	GWPAX vs MHELX
DGIFX	Disciplined Growth Investors Fund	17.45%	—	Aug 2011	GWPAX vs DGIFX

Lowest Volatility Alternatives to GWPAX

GWPAX has 14.25% 1-year volatility. There are 520 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.86%	—	Nov 2003	GWPAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.63%	—	Apr 2012	GWPAX vs SCLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.80%	—	Nov 2003	GWPAX vs SICIX
AVEFX	Ave Maria Bond Fund	2.93%	—	Apr 2003	GWPAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.03%	—	Sep 2012	GWPAX vs CSTAX

Lowest Drawdown Alternatives to GWPAX

GWPAX has a 1-year max drawdown of -11.78%. There are 524 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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	GWPAX vs STDAX
FSRKX	Fidelity Strategic Real Return Fund Class K6	-1.93%	—	Sep 2005	GWPAX vs FSRKX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	-1.94%	—	Oct 2018	GWPAX vs FIQDX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	-1.99%	—	Sep 2005	GWPAX vs FCSRX
FSRRX	Fidelity Strategic Real Return Fund	-2.05%	—	Sep 2005	GWPAX vs FSRRX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	85	9.98%	—	Jul 1975	GWPAX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	55	10.91%	—	Jan 1934	GWPAX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	35	10.24%	—	Dec 1973	GWPAX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.89%	—	Jul 1952	GWPAX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	40	12.33%	—	—	GWPAX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	75	15.14%	—	Jan 1978	GWPAX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	29	7.38%	—	Mar 1973	GWPAX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	34	10.19%	—	Dec 1973	GWPAX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	53	6.34%	—	Dec 1973	GWPAX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	27	6.34%	—	Jan 1967	GWPAX vs AMCPX

Often Compared With GWPAX

Investors most often compare GWPAX with VOO, SPY, FXAIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	GWPAX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	GWPAX vs SPY
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	GWPAX vs FXAIX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	11.20%	2.20T	May 2001	GWPAX vs VTI
ALTY	Global X Alternative Income ETF	Global Allocation, Dividend	82	6.19%	44.29M	Jul 2015	GWPAX vs ALTY
BAFWX	Brown Advisory Sustainable Growth Fund Institution...	Large Cap Growth Equities	7	7.08%	—	Jun 2012	GWPAX vs BAFWX
AANTX	American Funds 2060 Target Date Retirement Fund	Target Retirement Date	56	11.03%	—	Mar 2015	GWPAX vs AANTX
PERI	Perion Network Ltd.		12	-15.97%	—	—	GWPAX vs PERI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	GWPAX vs SCHD
MO	Altria Group, Inc.		69	23.96%	—	—	GWPAX vs MO
MSFT	Microsoft Corporation		29	-11.24%	—	—	GWPAX vs MSFT
GGBZX	GuideStone Funds Aggressive Allocation Fund	Global Equities	49	11.26%	—	Aug 2001	GWPAX vs GGBZX
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	34	10.09%	—	Dec 1973	GWPAX vs AGTHX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	89	13.05%	—	Dec 2010	GWPAX vs PUDZX
IOEZX	ICON Equity Income Fund	Diversified Portfolio	70	13.83%	—	May 2004	GWPAX vs IOEZX
VUG	Vanguard Growth ETF	Large Cap Growth Equities	43	9.49%	365.00B	Jan 2004	GWPAX vs VUG
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	71	6.98%	—	Dec 1987	GWPAX vs CONWX
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	60	7.59%	—	May 2012	GWPAX vs BLPAX
PEAFX	PIMCO RAE Emerging Markets Fund Class A	Emerging Markets Equities	56	18.16%	—	Jun 2015	GWPAX vs PEAFX
EPGAX	Fidelity Advisor Equity Growth Fund Class A	Large Cap Growth Equities	42	15.34%	—	Sep 1996	GWPAX vs EPGAX

Compare GWPAX with Any Fund or Stock

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

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Diversifiers

Pair GWPAX with funds that move differently

American Funds Growth Portfolio Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GWPAX.

Explore GWPAX Diversifiers

American Funds Growth Portfolio Class A (GWPAX) Alternatives