Mutual of America Composite Fund (MACHX) 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 MACHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MACHX
MACHX charges 0.54% annually. There are 211 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 | MACHX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | MACHX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MACHX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | MACHX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | MACHX vs BWBIX |
Best Risk-Adjusted Alternatives to MACHX
MACHX has a PortfoliosLab risk / return rank of 86. There are 53 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 | MACHX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | MACHX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | MACHX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | MACHX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | MACHX vs AYBLX |
Top Performing MACHX Alternatives (YTD)
MACHX is at 8.46% YTD. There are 211 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.75% | — | Jan 1998 | MACHX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | MACHX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | MACHX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.81% | — | Dec 2002 | MACHX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | MACHX vs DGIFX |
Lowest Volatility Alternatives to MACHX
MACHX has 9.15% 1-year volatility. There are 308 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 | MACHX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | MACHX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.94% | — | Apr 2012 | MACHX vs SCLAX | |
| Ave Maria Bond Fund | 3.10% | — | Apr 2003 | MACHX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | MACHX vs CSTAX |
Lowest Drawdown Alternatives to MACHX
MACHX has a 1-year max drawdown of -6.17%. There are 251 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 | MACHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | MACHX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | MACHX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | MACHX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | MACHX vs CSTAX |
Other Mutual Funds from Mutual of America
The 10 most viewed Mutual of America mutual funds shown here include MACAX, MAIFX, MAAKX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mutual of America Conservative Allocation Fund | Diversified Portfolio | 71 | 4.88% | — | Nov 2021 | MACHX vs MACAX | |
| Mutual of America International Fund | Foreign Large Cap Equities | 67 | 11.94% | — | Nov 2021 | MACHX vs MAIFX | |
| Mutual of America All America Fund | Large Cap Blend Equities | 77 | 13.55% | — | Nov 2021 | MACHX vs MAAKX | |
| Mutual of America Investment Corporation - 2050 Re... | Target Retirement Date | 79 | 11.23% | — | Nov 2021 | MACHX vs MURNX | |
| Mutual of America 2055 Retirement Fund | Target Retirement Date | 79 | 11.62% | — | Nov 2021 | MACHX vs MUROX | |
| Mutual of America Small Cap Growth Fund | Small Cap Growth Equities | 67 | 19.39% | — | Nov 2021 | MACHX vs MAGKX | |
| Mutual of America Mid-Cap Equity Index Fund | Mid Cap Blend Equities | 69 | 15.69% | — | Nov 2021 | MACHX vs MAMEX | |
| Mutual of America 2040 Retirement Fund | Target Retirement Date | 77 | 9.59% | — | Nov 2021 | MACHX vs MURLX | |
| Mutual of America Retirement Income Fund | Target Retirement Date | 62 | 3.64% | — | Nov 2021 | MACHX vs MARMX | |
| Mutual of America Bond Fund | Intermediate Core Bond | 13 | -0.66% | — | Nov 2021 | MACHX vs MABDX |
Often Compared With MACHX
Investors most often compare MACHX with MURMX, MAVKX, MAMOX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MACHX with Any Fund or Stock
Compare MACHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MACHX with funds that move differently
Mutual of America Composite Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MACHX.
Explore MACHX Diversifiers