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 | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | RINFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | RINFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | RINFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | RINFX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | RINFX vs FYMIX |
Best Risk-Adjusted Alternatives to RINFX
RINFX has a PortfoliosLab risk / return rank of 49. There are 385 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 | RINFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | RINFX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | RINFX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | RINFX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | RINFX vs AYBLX |
Top Performing RINFX Alternatives (YTD)
RINFX is at 4.08% YTD. There are 431 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | RINFX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | RINFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | RINFX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | RINFX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | RINFX vs SMIFX |
Lowest Volatility Alternatives to RINFX
RINFX has 6.25% 1-year volatility. There are 128 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 | RINFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | RINFX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | RINFX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | RINFX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | RINFX vs CSTAX |
Lowest Drawdown Alternatives to RINFX
RINFX has a 1-year max drawdown of -5.87%. There are 220 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 | RINFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | RINFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | RINFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | RINFX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | RINFX vs FSRKX |
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 RINFX
Investors most often compare RINFX with CGBL, TRTY, AAAAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare RINFX with Any Fund or Stock
Compare RINFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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