American Funds Retirement Income Portfolio - Enhanced (NDARX) 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 NDARX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NDARX
NDARX charges 0.34% annually. There are 106 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 | NDARX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NDARX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NDARX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | NDARX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | NDARX vs FYMIX |
Best Risk-Adjusted Alternatives to NDARX
NDARX has a PortfoliosLab risk / return rank of 64. There are 266 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 | NDARX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | NDARX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | NDARX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | NDARX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | NDARX vs FSRKX |
Top Performing NDARX Alternatives (YTD)
NDARX is at 7.00% YTD. There are 270 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 | NDARX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | NDARX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | NDARX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | NDARX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | NDARX vs DGIFX |
Lowest Volatility Alternatives to NDARX
NDARX has 7.62% 1-year volatility. There are 211 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 | NDARX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | NDARX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | NDARX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | NDARX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | NDARX vs CSTAX |
Lowest Drawdown Alternatives to NDARX
NDARX has a 1-year max drawdown of -6.86%. There are 338 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 | NDARX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | NDARX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | NDARX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | NDARX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | NDARX vs FSRRX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, RGAGX and span 6 categories.
Often Compared With NDARX
Investors most often compare NDARX with AADTX, MACPX, AAETX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare NDARX with Any Fund or Stock
Compare NDARX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NDARX with funds that move differently
American Funds Retirement Income Portfolio - Enhanced alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NDARX.
Explore NDARX Diversifiers