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 | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | TAIAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TAIAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TAIAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | TAIAX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TAIAX vs BWBIX |
Best Risk-Adjusted Alternatives to TAIAX
TAIAX has a PortfoliosLab risk / return rank of 70. There are 165 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 | TAIAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | TAIAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TAIAX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 93 | — | Sep 2003 | TAIAX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | TAIAX vs AYBLX |
Top Performing TAIAX Alternatives (YTD)
TAIAX is at 6.59% YTD. There are 266 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.90% | — | Jan 1998 | TAIAX vs EKBAX | |
| Greenspring Fund | 19.62% | — | Jun 1983 | TAIAX vs GRSPX | |
| ICON Equity Income Fund | 18.26% | — | May 2004 | TAIAX vs IOEZX | |
| MH Elite Small Cap Fund of Funds Fund | 18.12% | — | Aug 1998 | TAIAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.39% | — | Dec 2002 | TAIAX vs TIBIX |
Lowest Volatility Alternatives to TAIAX
TAIAX has 6.80% 1-year volatility. There are 154 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 | TAIAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | TAIAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | TAIAX vs SCLAX | |
| Ave Maria Bond Fund | 2.98% | — | Apr 2003 | TAIAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TAIAX vs CSTAX |
Lowest Drawdown Alternatives to TAIAX
TAIAX has a 1-year max drawdown of -6.16%. There are 249 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 | TAIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TAIAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TAIAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TAIAX vs SICIX | |
| 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.
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.
Compare TAIAX with Any Fund or Stock
Compare TAIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore TAIAX Diversifiers