American Funds Conservative Growth and Income Portfolio (INPAX) Alternatives

American Funds Conservative Growth and Income Portfolio (INPAX) 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 INPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to INPAX

INPAX charges 0.33% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among INPAX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	INPAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	INPAX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	INPAX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	INPAX vs BWBIX
MAANX	Mutual of America Aggressive Allocation Fund	0.05%	Nov 29, 2021	INPAX vs MAANX

Best Risk-Adjusted Alternatives to INPAX

Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	INPAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	INPAX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	INPAX vs BERIX
NWQIX	Nuveen Flexible Income Fund	95	Dec 8, 2009	INPAX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	INPAX vs PMAIX

Top Performing INPAX Alternatives (YTD)

INPAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	9.34%	Apr 8, 2012	INPAX vs SIFAX
PUDZX	PGIM Real Assets Fund	9.23%	Dec 29, 2010	INPAX vs PUDZX
IOEZX	ICON Equity Income Fund	8.64%	May 9, 2004	INPAX vs IOEZX
AAAAX	DWS RREEF Real Assets Fund - Class A	8.59%	Jul 30, 2007	INPAX vs AAAAX
CONWX	Concorde Wealth Management Fund	8.18%	Dec 3, 1987	INPAX vs CONWX

Lowest Volatility Alternatives to INPAX

INPAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	INPAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.64%	Apr 8, 2012	INPAX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	INPAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.47%	Sep 13, 2012	INPAX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.66%	Nov 16, 2003	INPAX vs SICIX

Lowest Drawdown Alternatives to INPAX

INPAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	INPAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	INPAX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	INPAX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	INPAX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	INPAX vs SICIX

Other Mutual Funds from American Funds

Most popular American Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	81	-2.86%	Jul 26, 1975	INPAX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	48	-7.68%	Jan 1, 1934	INPAX vs AIVSX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	30	-11.15%	Dec 1, 1973	INPAX vs RGAGX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	-5.27%	Jul 31, 1952	INPAX vs AWSHX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	57	-5.45%	—	INPAX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	70	-6.13%	Jan 8, 1978	INPAX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	38	-8.14%	Mar 13, 1973	INPAX vs ANWPX
GFFFX	American Funds The Growth Fund of America	Large Cap Growth Equities	29	-11.18%	Dec 1, 1973	INPAX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend, Actively Managed	81	1.48%	Dec 1, 1973	INPAX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	23	-11.82%	Jan 5, 1967	INPAX vs AMCPX

Often Compared With INPAX

What investors most often compare with INPAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ASTEX	American Funds Short-Term Tax Exempt Bond Fund	Municipal Bonds	92	0.02%	Aug 6, 2009	INPAX vs ASTEX
VBAL.TO	Vanguard Balanced ETF Portfolio	Diversified Portfolio	77	0.43%	Jan 25, 2018	INPAX vs VBAL.TO
VSCGX	Vanguard LifeStrategy Conservative Growth Fund	Diversified Portfolio	77	-2.05%	Sep 30, 1994	INPAX vs VSCGX
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	INPAX vs FXAIX
VSMGX	Vanguard LifeStrategy Moderate Growth Fund	Diversified Portfolio	73	-2.81%	Sep 30, 1994	INPAX vs VSMGX
CGDG	Capital Group Dividend Growers ETF	Global Equities	77	1.13%	Sep 26, 2023	INPAX vs CGDG
JNBSX	JPMorgan Income Builder Fund	Diversified Portfolio	72	-1.70%	May 30, 2007	INPAX vs JNBSX
MGK	Vanguard Mega Cap Growth ETF	Large Cap Growth Equities	51	-10.90%	Dec 17, 2007	INPAX vs MGK
FFNAX	Fidelity Advisor Asset Manager 40% Fund Class A	Diversified Portfolio	76	-1.56%	Oct 9, 2007	INPAX vs FFNAX
VASGX	Vanguard LifeStrategy Growth Fund	Diversified Portfolio	70	-3.57%	Sep 30, 1994	INPAX vs VASGX
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	80	0.14%	Jul 30, 1987	INPAX vs CAIBX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	INPAX vs SCHD
NAARX	American Funds Retirement Income Portfolio - Conse...	Diversified Portfolio	76	-1.10%	Aug 27, 2015	INPAX vs NAARX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	93	7.48%	Nov 3, 2009	INPAX vs TPDAX

Compare INPAX with Any Fund or Stock

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

Symbol name

American Funds Conservative Growth and Income Portfolio

Symbol name