INPAX Alternatives & Similar Mutual Funds

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 107 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	INPAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	INPAX vs PALDX
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	64.10B	Dec 2000	INPAX vs VBAIX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	INPAX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	INPAX vs BWBIX

Best Risk-Adjusted Alternatives to INPAX

INPAX has a PortfoliosLab risk / return rank of 51. There are 353 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	INPAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	97	—	Dec 2002	INPAX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	INPAX vs NWQIX
AYBLX	Pioneer Balanced ESG Fund	93	—	Dec 1991	INPAX vs AYBLX
AOBLX	Victory Pioneer Balanced Fund Class A	93	—	Dec 1991	INPAX vs AOBLX

Top Performing INPAX Alternatives (YTD)

INPAX is at 4.51% YTD. There are 400 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	31.24%	—	Jan 1998	INPAX vs EKBAX
GRSPX	Greenspring Fund	19.30%	—	Jun 1983	INPAX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	19.20%	—	Aug 1998	INPAX vs MHELX
IOEZX	ICON Equity Income Fund	18.43%	—	May 2004	INPAX vs IOEZX
TIBIX	Thornburg Investment Income Builder Fund Class I	16.12%	—	Dec 2002	INPAX vs TIBIX

Lowest Volatility Alternatives to INPAX

INPAX has 6.23% 1-year volatility. There are 121 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	INPAX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.82%	—	Nov 2003	INPAX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.87%	—	Apr 2012	INPAX vs SCLAX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	INPAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.11%	—	Sep 2012	INPAX vs CSTAX

Lowest Drawdown Alternatives to INPAX

INPAX has a 1-year max drawdown of -5.89%. There are 220 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	INPAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	INPAX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	INPAX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	INPAX vs SICIX
CSTAX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	77	8.59%	—	Jul 1975	INPAX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	37	9.29%	—	Jan 1934	INPAX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	40	7.78%	—	Jul 1952	INPAX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	21	7.34%	—	Dec 1973	INPAX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	34	8.85%	—	May 2009	INPAX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	56	12.68%	—	Aug 1978	INPAX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	22	5.34%	—	Mar 1973	INPAX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	21	7.27%	—	Dec 1973	INPAX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	60	6.96%	—	Dec 1973	INPAX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	19	5.51%	—	Jan 1967	INPAX vs AMCPX

Often Compared With INPAX

Investors most often compare INPAX with ASTEX, VSCGX, VBAL.TO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ASTEX	American Funds Short-Term Tax Exempt Bond Fund	Municipal Bonds	80	1.12%	—	Aug 2009	INPAX vs ASTEX
VSCGX	Vanguard LifeStrategy 40/60 Fund	Diversified Portfolio	55	4.46%	11.40B	Sep 1994	INPAX vs VSCGX
VBAL.TO	Vanguard Balanced ETF Portfolio	Diversified Portfolio	75	8.54%	5.67B	Jan 2018	INPAX vs VBAL.TO
CGDG	Capital Group Dividend Growers ETF	Global Equities	46	7.21%	5.30B	Sep 2023	INPAX vs CGDG
FXAIX	Fidelity 500 Index Fund	S&P 500	60	10.18%	—	Feb 1988	INPAX vs FXAIX
JNBSX	JPMorgan Income Builder Fund	Diversified Portfolio	62	5.67%	—	May 2007	INPAX vs JNBSX
VSMGX	Vanguard LifeStrategy 60/40 Fund	Allocation--50% to 70% Equity, Diversified Portfolio	59	6.74%	24.50B	Sep 1994	INPAX vs VSMGX
FFNAX	Fidelity Advisor Asset Manager 40% Fund Class A	Diversified Portfolio	68	5.94%	—	Oct 2007	INPAX vs FFNAX
VASGX	Vanguard LifeStrategy Growth Fund	Diversified Portfolio	60	9.01%	27.10B	Sep 1994	INPAX vs VASGX
MGK	Vanguard Mega Cap Growth ETF	Large Cap Growth Equities	35	7.50%	35.00B	Dec 2007	INPAX vs MGK
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	70	8.46%	—	Jul 1987	INPAX vs CAIBX
NAARX	American Funds Retirement Income Portfolio - Conse...	Diversified Portfolio	49	3.30%	—	Aug 2015	INPAX vs NAARX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	83	19.32%	98.55B	Oct 2011	INPAX vs SCHD
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	48	6.54%	—	Nov 2009	INPAX vs TPDAX
BERIX	Chartwell Income Fund	Diversified Portfolio	67	2.51%	—	Sep 1987	INPAX vs BERIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	Diversified Portfolio	52	8.45%	—	Feb 2022	INPAX vs FYMIX
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	65	7.32%	—	Apr 2012	INPAX vs SIFAX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	80	5.62%	—	Sep 2005	INPAX vs FCSRX
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	83	6.25%	—	Dec 2011	INPAX vs PMAIX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	84	5.99%	—	Oct 2018	INPAX vs FIQDX

Compare INPAX with Any Fund or Stock

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

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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.

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American Funds Conservative Growth and Income Portfolio (INPAX) Alternatives