American Funds Retirement Income Portfolio - Enhanced (NDARX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NDARX
NDARX charges 0.34% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among NDARX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | NDARX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | NDARX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | NDARX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | NDARX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | NDARX vs FYMIX |
Best Risk-Adjusted Alternatives to NDARX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | NDARX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | NDARX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | NDARX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | NDARX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | NDARX vs PMAIX |
Top Performing NDARX Alternatives (YTD)
NDARX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | NDARX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | NDARX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | NDARX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | NDARX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | NDARX vs CONWX |
Lowest Volatility Alternatives to NDARX
NDARX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | NDARX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | NDARX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | NDARX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | NDARX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | NDARX vs SICIX |
Lowest Drawdown Alternatives to NDARX
NDARX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | NDARX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | NDARX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | NDARX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | NDARX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | NDARX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With NDARX
What investors most often compare with NDARX, 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.