Ladenburg Growth & Income Fund (LOWIX) 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 LOWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LOWIX
LOWIX charges 0.76% annually. There are 329 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 | LOWIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | LOWIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | LOWIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | LOWIX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | LOWIX vs BWBIX |
Best Risk-Adjusted Alternatives to LOWIX
LOWIX has a PortfoliosLab risk / return rank of 59. There are 212 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 | LOWIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | LOWIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | LOWIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | LOWIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | LOWIX vs AOBLX |
Top Performing LOWIX Alternatives (YTD)
LOWIX is at 6.88% YTD. There are 186 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | LOWIX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | LOWIX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | LOWIX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | LOWIX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | LOWIX vs IOEZX |
Lowest Volatility Alternatives to LOWIX
LOWIX has 8.87% 1-year volatility. There are 303 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 | LOWIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | LOWIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | LOWIX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | LOWIX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | LOWIX vs CSTAX |
Lowest Drawdown Alternatives to LOWIX
LOWIX has a 1-year max drawdown of -6.03%. There are 234 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 | LOWIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | LOWIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | LOWIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | LOWIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | LOWIX vs CSTAX |
Other Mutual Funds from Ladenburg Thalmann
The 4 most viewed Ladenburg Thalmann mutual funds shown here include LGWIX, LAGIX, LNOIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ladenburg Growth Fund | Diversified Portfolio | 59 | 8.22% | — | Aug 2015 | LOWIX vs LGWIX | |
| Ladenburg Aggressive Growth Fund | Diversified Portfolio | 55 | 9.34% | — | Aug 2015 | LOWIX vs LAGIX | |
| Ladenburg Income & Growth Fund | Diversified Portfolio | 55 | 4.55% | — | Aug 2015 | LOWIX vs LNOIX | |
| Ladenburg Income Fund | Diversified Portfolio | 51 | 2.67% | — | Aug 2015 | LOWIX vs LNCIX |
Often Compared With LOWIX
Investors most often compare LOWIX with FFNOX, IIPR, AMECX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare LOWIX with Any Fund or Stock
Compare LOWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LOWIX with funds that move differently
Ladenburg Growth & Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LOWIX.
Explore LOWIX Diversifiers