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 0.71% annually. There are 307 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
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	63.70B	Dec 2000	GWPAX vs VBAIX
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

Best Risk-Adjusted Alternatives to GWPAX

GWPAX has a PortfoliosLab risk / return rank of 32. There are 470 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
RPFCX	Davis Appreciation & Income Fund	96	—	Apr 1992	GWPAX vs RPFCX
NWQIX	Nuveen Flexible Income Fund	96	—	Dec 2009	GWPAX vs NWQIX
FSRRX	Fidelity Strategic Real Return Fund	95	—	Sep 2005	GWPAX vs FSRRX

Top Performing GWPAX Alternatives (YTD)

GWPAX is at 8.46% YTD. There are 148 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	29.72%	—	Jan 1998	GWPAX vs EKBAX
TIBIX	Thornburg Investment Income Builder Fund Class I	19.05%	—	Dec 2002	GWPAX vs TIBIX
IOEZX	ICON Equity Income Fund	18.94%	—	May 2004	GWPAX vs IOEZX
GRSPX	Greenspring Fund	17.70%	—	Jun 1983	GWPAX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	17.05%	—	Aug 1998	GWPAX vs MHELX

Lowest Volatility Alternatives to GWPAX

GWPAX has 15.83% 1-year volatility. There are 526 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
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.80%	—	Nov 2003	GWPAX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.91%	—	Apr 2012	GWPAX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.05%	—	Apr 2003	GWPAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.11%	—	Sep 2012	GWPAX vs CSTAX

Lowest Drawdown Alternatives to GWPAX

GWPAX has a 1-year max drawdown of -11.78%. There are 529 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
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	GWPAX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	GWPAX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	GWPAX vs SICIX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	GWPAX vs CSTAX

Other Mutual Funds from American Funds

The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	78	8.43%	—	Jul 1975	GWPAX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	9.73%	—	Jan 1934	GWPAX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	55	8.99%	—	Jul 1952	GWPAX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	19	5.80%	—	Dec 1973	GWPAX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	48	10.30%	—	May 2009	GWPAX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	61	13.21%	—	Aug 1978	GWPAX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	23	4.94%	—	Mar 1973	GWPAX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	19	5.73%	—	Dec 1973	GWPAX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	81	8.35%	—	Dec 1973	GWPAX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	17	4.76%	—	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	78	11.72%	1.70T	Sep 2010	GWPAX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	GWPAX vs SPY
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	GWPAX vs FXAIX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	78	12.18%	2.30T	May 2001	GWPAX vs VTI
ALTY	Global X Alternative Income ETF	Global Allocation, Dividend	90	7.76%	45.64M	Jul 2015	GWPAX vs ALTY
BAFWX	Brown Advisory Sustainable Growth Fund Institution...	Large Cap Growth Equities	6	6.60%	—	Jun 2012	GWPAX vs BAFWX
AANTX	American Funds 2060 Target Date Retirement Fund	Target Retirement Date	46	9.26%	—	Mar 2015	GWPAX vs AANTX
PERI	Perion Network Ltd.		33	1.46%	—	—	GWPAX vs PERI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.36%	104.16B	Oct 2011	GWPAX vs SCHD
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	18	5.61%	—	Dec 1973	GWPAX vs AGTHX
GGBZX	GuideStone Funds Aggressive Allocation Fund	Global Equities	43	9.44%	—	Aug 2001	GWPAX vs GGBZX
MO	Altria Group, Inc.		66	22.17%	—	—	GWPAX vs MO
MSFT	Microsoft Corporation		35	1.28%	—	—	GWPAX vs MSFT
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	92	12.51%	—	Dec 2010	GWPAX vs PUDZX
PEAFX	PIMCO RAE Emerging Markets Fund Class A	Emerging Markets Equities	34	11.73%	—	Jun 2015	GWPAX vs PEAFX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	88	6.20%	—	Sep 2005	GWPAX vs FCSRX
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	60	6.97%	—	May 2012	GWPAX vs BLPAX
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	84	8.29%	—	Dec 1987	GWPAX vs CONWX
EPGAX	Fidelity Advisor Equity Growth Fund Class A	Large Cap Growth Equities	16	7.14%	—	Sep 1996	GWPAX vs EPGAX
FYMIX	Fidelity Sustainable Multi-Asset Fund	Diversified Portfolio	56	8.71%	—	Feb 2022	GWPAX vs FYMIX

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