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 318 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 | GWPAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | GWPAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | GWPAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | GWPAX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | GWPAX vs VTMFX |
Best Risk-Adjusted Alternatives to GWPAX
GWPAX has a PortfoliosLab risk / return rank of 45. There are 409 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 | GWPAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | GWPAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | GWPAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | GWPAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | GWPAX vs AYBLX |
Top Performing GWPAX Alternatives (YTD)
GWPAX is at 11.09% YTD. There are 68 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 | GWPAX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | GWPAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | GWPAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | GWPAX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | GWPAX vs SMIFX |
Lowest Volatility Alternatives to GWPAX
GWPAX has 15.21% 1-year volatility. There are 525 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 | GWPAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | GWPAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | GWPAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | GWPAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | GWPAX vs CSTAX |
Lowest Drawdown Alternatives to GWPAX
GWPAX has a 1-year max drawdown of -11.78%. There are 526 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 | GWPAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | GWPAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | GWPAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | GWPAX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | GWPAX 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 GWPAX
Investors most often compare GWPAX with VOO, SPY, FXAIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare GWPAX with Any Fund or Stock
Compare GWPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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