TAIAX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to TAIAX

TAIAX charges 0.34% annually. There are 109 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	TAIAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	TAIAX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	TAIAX vs TSAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	0.05%	12.30B	Sep 1994	TAIAX vs VTMFX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	TAIAX vs FYMIX

Best Risk-Adjusted Alternatives to TAIAX

TAIAX has a PortfoliosLab risk / return rank of 68. There are 146 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	TAIAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	TAIAX vs TIBIX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	TAIAX vs NWQIX
AYBLX	Pioneer Balanced ESG Fund	94	—	Dec 1991	TAIAX vs AYBLX
AOBLX	Victory Pioneer Balanced Fund Class A	94	—	Dec 1991	TAIAX vs AOBLX

Top Performing TAIAX Alternatives (YTD)

TAIAX is at 5.75% YTD. There are 262 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.82%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	33.82%	—	Jan 1998	TAIAX vs EKBAX
GRSPX	Greenspring Fund	21.42%	—	Jun 1983	TAIAX vs GRSPX
MHELX	MH Elite Small Cap Fund of Funds Fund	19.08%	—	Aug 1998	TAIAX vs MHELX
TIBIX	Thornburg Investment Income Builder Fund Class I	16.76%	—	Dec 2002	TAIAX vs TIBIX
IOEZX	ICON Equity Income Fund	13.95%	—	May 2004	TAIAX vs IOEZX

Lowest Volatility Alternatives to TAIAX

TAIAX has 6.75% 1-year volatility. There are 153 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.85%	—	Nov 2003	TAIAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.83%	—	Apr 2012	TAIAX vs SCLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.85%	—	Nov 2003	TAIAX vs SICIX
AVEFX	Ave Maria Bond Fund	2.99%	—	Apr 2003	TAIAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.14%	—	Sep 2012	TAIAX vs CSTAX

Lowest Drawdown Alternatives to TAIAX

TAIAX has a 1-year max drawdown of -6.16%. There are 248 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	TAIAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	—	Apr 2012	TAIAX vs SCLAX
DGTSX	DFA Global Allocation 25/75 Portfolio	-2.64%	—	Dec 2003	TAIAX vs DGTSX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.65%	—	Nov 2003	TAIAX vs SICIX
CSTAX	American Funds College 2027 Fund	-2.72%	—	Sep 2012	TAIAX 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	78	8.56%	—	Jul 1975	TAIAX vs ABALX
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	39	7.93%	—	Jan 1934	TAIAX vs AIVSX
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	36	5.38%	—	Jul 1952	TAIAX vs AWSHX
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	23	6.76%	—	Dec 1973	TAIAX vs RGAGX
RERGX	American Funds EUPAC Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed	36	9.53%	—	May 2009	TAIAX vs RERGX
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	59	12.29%	—	Aug 1978	TAIAX vs ANCFX
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	21	4.50%	—	Mar 1973	TAIAX vs ANWPX
GFFFX	American Funds The Growth Fund of America Class F-...	Large Cap Growth Equities	23	6.70%	—	Dec 1973	TAIAX vs GFFFX
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend	50	5.52%	—	Dec 1973	TAIAX vs AMECX
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	18	3.42%	—	Jan 1967	TAIAX vs AMCPX

Often Compared With TAIAX

Investors most often compare TAIAX with FASIX, TSITX, PRSIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FASIX	Fidelity Asset Manager 20% Fund	Diversified Portfolio	78	4.13%	—	Oct 1992	TAIAX vs FASIX
TSITX	TIAA-CREF Lifestyle Income Fund	Diversified Portfolio	45	1.68%	—	Dec 2011	TAIAX vs TSITX
PRSIX	T. Rowe Price Spectrum Conservative Allocation Fun...	Diversified Portfolio	67	5.15%	—	Jul 1994	TAIAX vs PRSIX
AUNYX	AB Municipal Bond Inflation Strategy	Municipal Bonds	92	2.07%	—	Jan 2010	TAIAX vs AUNYX
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	78	2.32%	1.62B	Dec 1986	TAIAX vs BCHYX
VSCGX	Vanguard LifeStrategy 40/60 Fund	Diversified Portfolio	56	4.72%	11.40B	Sep 1994	TAIAX vs VSCGX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	25	0.23%	59.17B	Dec 2009	TAIAX vs SCHG
VWINX	Vanguard Wellesley Income Fund Investor Shares	Diversified Portfolio	52	3.47%	48.10B	Jul 1970	TAIAX vs VWINX
VTINX	Vanguard Target Retirement Income Fund	Target Retirement Date, Diversified Portfolio	62	3.89%	36.30B	Oct 2003	TAIAX vs VTINX
ONIFX	JPMorgan Investor Growth Fund	Diversified Portfolio	41	7.03%	—	Dec 1996	TAIAX vs ONIFX
CCFAX	American Funds College 2036 Fund	Diversified Portfolio	54	5.77%	—	Feb 2018	TAIAX vs CCFAX
ASTEX	American Funds Short-Term Tax Exempt Bond Fund	Municipal Bonds	82	1.00%	—	Aug 2009	TAIAX vs ASTEX
DODEX	Dodge & Cox Emerging Markets Stock Fund	Emerging Markets Diversified	90	21.50%	—	May 2021	TAIAX vs DODEX
GWPAX	American Funds Growth Portfolio Class A	Diversified Portfolio	36	9.05%	—	May 2012	TAIAX vs GWPAX
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	54	35.79%	—	Apr 2000	TAIAX vs BGSAX
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	50	6.28%	—	May 2012	TAIAX vs BLPAX
PMFYX	Pioneer Multi-Asset Income Fund	Global Allocation	80	4.44%	—	Dec 2011	TAIAX vs PMFYX
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	26	2.75%	—	Jan 2004	TAIAX vs ETG
VWELX	Vanguard Wellington Fund Investor Shares	Diversified Portfolio	57	5.15%	124.70B	Jul 1929	TAIAX vs VWELX
MDDVX	BlackRock Equity Dividend Fund Investor A Shares	Dividend	70	11.11%	—	Oct 1994	TAIAX vs MDDVX

Compare TAIAX with Any Fund or Stock

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

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Diversifiers

Pair TAIAX with funds that move differently

American Funds Tax-Aware Conservative Growth and Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TAIAX.

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American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX) Alternatives