RINFX Alternatives & Similar Mutual Funds

American Funds Conservative Growth and Income Portfolio Class R-5 (RINFX) 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 RINFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RINFX

RINFX charges 0.36% annually. There are 125 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	RINFX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	RINFX vs PALDX
VBAIX	Vanguard Balanced Index Fund Institutional Shares	0.04%	64.10B	Dec 2000	RINFX vs VBAIX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	RINFX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	RINFX vs BWBIX

Best Risk-Adjusted Alternatives to RINFX

RINFX has a PortfoliosLab risk / return rank of 52. There are 347 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	RINFX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	97	—	Dec 2002	RINFX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	96	—	Dec 2009	RINFX vs NWQIX
AYBLX	Pioneer Balanced ESG Fund	94	—	Dec 1991	RINFX vs AYBLX
AOBLX	Victory Pioneer Balanced Fund Class A	94	—	Dec 1991	RINFX vs AOBLX

Top Performing RINFX Alternatives (YTD)

RINFX is at 4.83% YTD. There are 420 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	33.16%	—	Jan 1998	RINFX vs EKBAX
GRSPX	Greenspring Fund	20.03%	—	Jun 1983	RINFX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	19.67%	—	Aug 1998	RINFX vs MHELX
IOEZX	ICON Equity Income Fund	17.57%	—	May 2004	RINFX vs IOEZX
TIBIX	Thornburg Investment Income Builder Fund Class I	16.15%	—	Dec 2002	RINFX vs TIBIX

Lowest Volatility Alternatives to RINFX

RINFX has 6.18% 1-year volatility. There are 118 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.86%	—	Nov 2003	RINFX vs STDAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.83%	—	Nov 2003	RINFX vs SICIX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.86%	—	Apr 2012	RINFX vs SCLAX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	RINFX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.09%	—	Sep 2012	RINFX vs CSTAX

Lowest Drawdown Alternatives to RINFX

RINFX has a 1-year max drawdown of -5.87%. There are 218 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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	RINFX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	RINFX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	RINFX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	RINFX vs SICIX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	RINFX 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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	79	9.44%	—	Jul 1975	RINFX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	40	10.50%	—	Jan 1934	RINFX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	39	8.07%	—	Jul 1952	RINFX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	24	9.06%	—	Dec 1973	RINFX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	37	10.66%	—	May 2009	RINFX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	62	14.17%	—	Aug 1978	RINFX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	24	6.76%	—	Mar 1973	RINFX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	24	9.00%	—	Dec 1973	RINFX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	55	6.96%	—	Dec 1973	RINFX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	20	6.73%	—	Jan 1967	RINFX vs AMCPX

Often Compared With RINFX

Investors most often compare RINFX with CGBL, TRTY, AAAAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CGBL	Capital Group Core Balanced ETF	Allocation--50% to 70% Equity, Diversified Portfolio	47	6.55%	7.08B	Sep 2023	RINFX vs CGBL
TRTY	Cambria Trinity ETF	Tactical Allocation	77	8.59%	142.96M	Sep 2018	RINFX vs TRTY
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	51	8.90%	—	Jul 2007	RINFX vs AAAAX
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	81	6.17%	—	Dec 2011	RINFX vs PMAIX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	3	4.61%	—	Dec 1999	RINFX vs WWWEX
BERIX	Chartwell Income Fund	Diversified Portfolio	66	2.51%	—	Sep 1987	RINFX vs BERIX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	87	11.16%	—	Dec 2010	RINFX vs PUDZX
FYMIX	Fidelity Sustainable Multi-Asset Fund	Diversified Portfolio	55	9.55%	—	Feb 2022	RINFX vs FYMIX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	3	-0.38%	—	Aug 2013	RINFX vs QBDSX
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	71	6.15%	—	Dec 1987	RINFX vs CONWX
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	58	6.57%	—	Apr 2012	RINFX vs SIFAX
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	52	7.01%	—	Nov 2009	RINFX vs TPDAX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	83	5.65%	—	Oct 2018	RINFX vs FIQDX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	79	5.28%	—	Sep 2005	RINFX vs FCSRX
ACV	Virtus Diversified Income & Convertible Fund	Diversified Portfolio	67	10.61%	—	May 2015	RINFX vs ACV
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	84	5.64%	—	Sep 2005	RINFX vs FSRKX
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	82	5.52%	—	Sep 2005	RINFX vs FSRRX
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	81	13.25%	—	Dec 2019	RINFX vs BLNDX
VGWIX	Vanguard Global Wellesley Income Fund Investor Sha...	Diversified Portfolio	69	5.04%	744.80M	Nov 2017	RINFX vs VGWIX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	83	5.67%	—	Sep 2005	RINFX vs FSIRX

Compare RINFX with Any Fund or Stock

Compare RINFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair RINFX with funds that move differently

American Funds Conservative Growth and Income Portfolio Class R-5 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RINFX.

Explore RINFX Diversifiers

American Funds Conservative Growth and Income Portfolio Class R-5 (RINFX) Alternatives