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 109 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 | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | NDARX vs VTMFX |
Best Risk-Adjusted Alternatives to NDARX
NDARX has a PortfoliosLab risk / return rank of 53. There are 306 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 | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | NDARX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | NDARX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | NDARX vs AOBLX |
Top Performing NDARX Alternatives (YTD)
NDARX is at 5.81% YTD. There are 263 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | NDARX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | NDARX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | NDARX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | NDARX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | NDARX vs IOEZX |
Lowest Volatility Alternatives to NDARX
NDARX has 7.98% 1-year volatility. There are 210 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | NDARX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | NDARX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | NDARX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | NDARX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | NDARX vs CSTAX |
Lowest Drawdown Alternatives to NDARX
NDARX has a 1-year max drawdown of -6.86%. There are 337 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 | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | NDARX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | NDARX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | NDARX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | NDARX vs CSTAX |
Other Mutual Funds from American Funds
The 10 most viewed American Funds mutual funds shown here include ABALX, AIVSX, AWSHX and span 7 categories.
Often Compared With NDARX
Investors most often compare NDARX with AADTX, AAETX, MACPX. 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