Nationwide Investor Destinations Moderately Aggressive Fund (NDMAX) 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 NDMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NDMAX
NDMAX charges 0.52% annually. There are 201 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 | NDMAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NDMAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NDMAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | NDMAX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | NDMAX vs VTMFX |
Best Risk-Adjusted Alternatives to NDMAX
NDMAX has a PortfoliosLab risk / return rank of 76. There are 144 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 | NDMAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | NDMAX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | NDMAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | NDMAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | NDMAX vs AYBLX |
Top Performing NDMAX Alternatives (YTD)
NDMAX is at 11.06% YTD. There are 87 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | NDMAX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | NDMAX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | NDMAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | NDMAX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | NDMAX vs DGIFX |
Lowest Volatility Alternatives to NDMAX
NDMAX has 11.26% 1-year volatility. There are 432 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 | NDMAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | NDMAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | NDMAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | NDMAX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | NDMAX vs CSTAX |
Lowest Drawdown Alternatives to NDMAX
NDMAX has a 1-year max drawdown of -7.79%. There are 416 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 | NDMAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | NDMAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | NDMAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | NDMAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | NDMAX 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 | 2.67% | — | Nov 2015 | NDMAX vs NWXHX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.60% | — | Nov 2015 | NDMAX vs NWXEX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 71 | 11.50% | — | Nov 1998 | NDMAX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 71 | 22.47% | — | Jun 1996 | NDMAX vs NWJCX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 56 | 11.84% | — | Dec 1999 | NDMAX vs GIIAX | |
| Nationwide GQG US Quality Equity Fund | Quality Factor, Large Cap Blend Equities | 18 | 7.81% | — | Jan 2021 | NDMAX vs NWAUX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 24 | 16.54% | — | May 2001 | NDMAX vs NWHQX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 81 | 20.50% | — | Dec 1999 | NDMAX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 0.00% | — | Jan 1999 | NDMAX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 58 | 15.47% | — | Dec 1999 | NDMAX vs GMXAX |
Often Compared With NDMAX
Investors most often compare NDMAX with RHI, QQQ, GBIAX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare NDMAX with Any Fund or Stock
Compare NDMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NDMAX with funds that move differently
Nationwide Investor Destinations Moderately Aggressive Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NDMAX.
Explore NDMAX Diversifiers