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 195 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 Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | NDCAX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | NDCAX vs FYMIX |
Best Risk-Adjusted Alternatives to NDCAX
NDCAX has a PortfoliosLab risk / return rank of 56. There are 327 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 | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | NDCAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | NDCAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | NDCAX vs AYBLX |
Top Performing NDCAX Alternatives (YTD)
NDCAX is at 3.29% YTD. There are 485 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | NDCAX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | NDCAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | NDCAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | NDCAX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | NDCAX vs SMIFX |
Lowest Volatility Alternatives to NDCAX
NDCAX has 4.50% 1-year volatility. There are 23 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 | NDCAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | NDCAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | NDCAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | NDCAX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | NDCAX vs CSTAX |
Lowest Drawdown Alternatives to NDCAX
NDCAX has a 1-year max drawdown of -3.90%. There are 48 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | NDCAX vs FSRKX | |
| 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 |
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 | 2.37% | — | Nov 2015 | NDCAX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 64 | 10.00% | — | Nov 1998 | NDCAX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 81 | 28.26% | — | Jun 1996 | NDCAX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 29 | 22.33% | — | May 2001 | NDCAX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 4 | 2.29% | — | Jan 2021 | NDCAX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 34 | 10.19% | — | Dec 1999 | NDCAX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 67 | 20.34% | — | Dec 1999 | NDCAX vs GMRAX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.33% | — | Nov 2015 | NDCAX vs NWXEX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -4.20% | — | Jan 1999 | NDCAX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 48 | 15.14% | — | Dec 1999 | NDCAX vs GMXAX |
Often Compared With NDCAX
Investors most often compare NDCAX with BWBIX, BLNDX, FCSRX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron WealthBuilder Fund | Diversified Portfolio | 20 | 5.25% | — | Dec 2017 | NDCAX vs BWBIX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 81 | 12.91% | — | Dec 2019 | NDCAX vs BLNDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 82 | 6.09% | — | Sep 2005 | NDCAX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 88 | 6.68% | — | Oct 2018 | NDCAX vs FIQDX | |
| ICON Equity Income Fund | Diversified Portfolio | 76 | 13.04% | — | May 2004 | NDCAX vs IOEZX | |
| Quantified Managed Income Fund | Diversified Portfolio | 5 | -0.50% | — | Aug 2013 | NDCAX vs QBDSX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 87 | 6.54% | — | Sep 2005 | NDCAX vs FSRRX | |
| Nationwide Investor Destinations Moderately Aggres... | Diversified Portfolio | 69 | 10.76% | — | Mar 2000 | NDCAX vs NDMAX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 86 | 6.58% | — | Sep 2005 | NDCAX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 85 | 6.49% | — | Sep 2005 | NDCAX vs FSRTX |
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