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 a closer substitute for your current allocation.
Cheapest Alternatives to INPAX
INPAX charges 0.33% annually. There are 106 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 | INPAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | INPAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | INPAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | INPAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | INPAX vs VTMFX |
Best Risk-Adjusted Alternatives to INPAX
INPAX has a PortfoliosLab risk / return rank of 65. There are 266 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 | INPAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | INPAX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | INPAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | INPAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | INPAX vs AYBLX |
Top Performing INPAX Alternatives (YTD)
INPAX is at 5.36% YTD. There are 393 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | INPAX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | INPAX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | INPAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | INPAX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | INPAX vs DGIFX |
Lowest Volatility Alternatives to INPAX
INPAX has 6.24% 1-year volatility. There are 113 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | INPAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | INPAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | INPAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | INPAX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | INPAX vs CSTAX |
Lowest Drawdown Alternatives to INPAX
INPAX has a 1-year max drawdown of -5.89%. There are 219 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 | INPAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | INPAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | INPAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | INPAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | INPAX 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.
Often Compared With INPAX
Investors most often compare INPAX with ASTEX, VSCGX, CGDG. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare INPAX with Any Fund or Stock
Compare INPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair INPAX with funds that move differently
American Funds Conservative Growth and Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to INPAX.
Explore INPAX Diversifiers