American Beacon Balanced Fund (AADBX) 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 AADBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AADBX
AADBX charges 0.72% annually. There are 312 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 | AADBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | AADBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | AADBX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | AADBX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | AADBX vs BWBIX |
Best Risk-Adjusted Alternatives to AADBX
AADBX has a PortfoliosLab risk / return rank of 42. There are 399 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 | AADBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | AADBX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | AADBX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | AADBX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | AADBX vs AOBLX |
Top Performing AADBX Alternatives (YTD)
AADBX is at 4.43% YTD. There are 362 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | AADBX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | AADBX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | AADBX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | AADBX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | AADBX vs IOEZX |
Lowest Volatility Alternatives to AADBX
AADBX has 8.34% 1-year volatility. There are 240 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 | AADBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | AADBX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | AADBX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | AADBX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | AADBX vs CSTAX |
Lowest Drawdown Alternatives to AADBX
AADBX has a 1-year max drawdown of -5.50%. There are 173 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 | AADBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | AADBX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | AADBX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | AADBX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | AADBX vs CSTAX |
Other Mutual Funds from American Beacon
The 10 most viewed American Beacon mutual funds shown here include AGEPX, AHTPX, AVFIX and span 8 categories.
Often Compared With AADBX
Investors most often compare AADBX with FBALX, SHXPX, TFBYX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare AADBX with Any Fund or Stock
Compare AADBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AADBX with funds that move differently
American Beacon Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AADBX.
Explore AADBX Diversifiers