Nationwide Investor Destinations Conservative Fund (NDCAX) 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 NDCAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NDCAX
NDCAX charges 0.51% annually. There are 194 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 | NDCAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NDCAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NDCAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | NDCAX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | NDCAX vs BWBIX |
Best Risk-Adjusted Alternatives to NDCAX
NDCAX has a PortfoliosLab risk / return rank of 40. There are 452 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 | NDCAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | NDCAX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | NDCAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | NDCAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | NDCAX vs AYBLX |
Top Performing NDCAX Alternatives (YTD)
NDCAX is at 2.64% YTD. There are 518 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.75% | — | Jan 1998 | NDCAX vs EKBAX | |
| ICON Equity Income Fund | 21.52% | — | May 2004 | NDCAX vs IOEZX | |
| Greenspring Fund | 20.97% | — | Jun 1983 | NDCAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.81% | — | Dec 2002 | NDCAX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | NDCAX vs MHELX |
Lowest Volatility Alternatives to NDCAX
NDCAX has 4.65% 1-year volatility. There are 25 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 | NDCAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | NDCAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.94% | — | Apr 2012 | NDCAX vs SCLAX | |
| Ave Maria Bond Fund | 3.10% | — | Apr 2003 | NDCAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | NDCAX vs CSTAX |
Lowest Drawdown Alternatives to NDCAX
NDCAX has a 1-year max drawdown of -4.18%. There are 63 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 | NDCAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | NDCAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | NDCAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | NDCAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | NDCAX vs CSTAX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, NWXEX, GRISX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.87% | — | Nov 2015 | NDCAX vs NWXHX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.70% | — | Nov 2015 | NDCAX vs NWXEX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 66 | 13.50% | — | Nov 1998 | NDCAX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 71 | 22.47% | — | Jun 1996 | NDCAX vs NWJCX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 56 | 11.84% | — | Dec 1999 | NDCAX vs GIIAX | |
| Nationwide GQG US Quality Equity Fund | Quality Factor, Large Cap Blend Equities | 18 | 7.81% | — | Jan 2021 | NDCAX vs NWAUX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 24 | 16.54% | — | May 2001 | NDCAX vs NWHQX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 81 | 20.50% | — | Dec 1999 | NDCAX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 0.00% | — | Jan 1999 | NDCAX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 58 | 15.47% | — | Dec 1999 | NDCAX vs GMXAX |
Often Compared With NDCAX
Investors most often compare NDCAX with FYMIX, NDMAX, QBDSX. These 19 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare NDCAX with Any Fund or Stock
Compare NDCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NDCAX with funds that move differently
Nationwide Investor Destinations Conservative Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NDCAX.
Explore NDCAX Diversifiers