Nationwide Investor Destinations Moderate Fund (NADMX) 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 NADMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NADMX
NADMX charges 0.53% annually. There are 207 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 | NADMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NADMX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | NADMX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NADMX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | NADMX vs BWBIX |
Best Risk-Adjusted Alternatives to NADMX
NADMX has a PortfoliosLab risk / return rank of 63. There are 241 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 | NADMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | NADMX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | NADMX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | NADMX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | NADMX vs AOBLX |
Top Performing NADMX Alternatives (YTD)
NADMX is at 7.79% YTD. There are 206 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | NADMX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | NADMX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | NADMX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | NADMX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | NADMX vs TIBIX |
Lowest Volatility Alternatives to NADMX
NADMX has 8.69% 1-year volatility. There are 277 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 | NADMX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | NADMX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | NADMX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | NADMX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | NADMX vs CSTAX |
Lowest Drawdown Alternatives to NADMX
NADMX has a 1-year max drawdown of -6.45%. There are 283 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 | NADMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | NADMX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | NADMX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | NADMX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | NADMX vs CSTAX |
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 | 2.57% | — | Nov 2015 | NADMX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 63 | 11.15% | — | Nov 1998 | NADMX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 75 | 25.94% | — | Jun 1996 | NADMX vs NWJCX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.53% | — | Nov 2015 | NADMX vs NWXEX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 7 | 5.60% | — | Jan 2021 | NADMX vs NWAUX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 27 | 21.38% | — | May 2001 | NADMX vs NWHQX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 34 | 9.90% | — | Dec 1999 | NADMX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 62 | 20.34% | — | Dec 1999 | NADMX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -2.15% | — | Jan 1999 | NADMX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 38 | 14.87% | — | Dec 1999 | NADMX vs GMXAX |
Often Compared With NADMX
Investors most often compare NADMX with FYMIX, FSRTX, QBDSX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare NADMX with Any Fund or Stock
Compare NADMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NADMX with funds that move differently
Nationwide Investor Destinations Moderate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NADMX.
Explore NADMX Diversifiers