Nationwide Investor Destinations Moderately Conservative Fund (NADCX) 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 NADCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NADCX
NADCX charges 0.50% annually. There are 185 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 | NADCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NADCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NADCX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | NADCX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | NADCX vs FYMIX |
Best Risk-Adjusted Alternatives to NADCX
NADCX has a PortfoliosLab risk / return rank of 63. There are 274 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 | NADCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | NADCX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | NADCX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | NADCX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | NADCX vs FSRKX |
Top Performing NADCX Alternatives (YTD)
NADCX is at 5.76% YTD. There are 343 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | NADCX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | NADCX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | NADCX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | NADCX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | NADCX vs DGIFX |
Lowest Volatility Alternatives to NADCX
NADCX has 6.38% 1-year volatility. There are 154 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 | NADCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | NADCX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | NADCX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | NADCX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | NADCX vs CSTAX |
Lowest Drawdown Alternatives to NADCX
NADCX has a 1-year max drawdown of -5.21%. There are 156 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 | NADCX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | NADCX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | NADCX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | NADCX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | NADCX vs FSRRX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, GRISX, NWJCX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.29% | — | Nov 2015 | NADCX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 71 | 11.55% | — | Nov 1998 | NADCX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 81 | 27.01% | — | Jun 1996 | NADCX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 38 | 25.03% | — | May 2001 | NADCX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 6 | 7.43% | — | Jan 2021 | NADCX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 25 | 9.14% | — | Dec 1999 | NADCX vs GIIAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -2.90% | — | Jan 1999 | NADCX vs NWHVX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 62 | 18.35% | — | Dec 1999 | NADCX vs GMRAX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.17% | — | Nov 2015 | NADCX vs NWXEX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 44 | 13.94% | — | Dec 1999 | NADCX vs GMXAX |
Often Compared With NADCX
Investors most often compare NADCX with FFVFX, GBIAX, PRPFX. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare NADCX with Any Fund or Stock
Compare NADCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NADCX with funds that move differently
Nationwide Investor Destinations Moderately Conservative Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NADCX.
Explore NADCX Diversifiers