American Funds American Balanced Fund Class A (ABALX) Alternatives
American Funds American Balanced Fund Class A (ABALX) 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 ABALX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ABALX
ABALX charges 0.56% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ABALX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ABALX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ABALX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | ABALX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | ABALX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | ABALX vs FYMIX |
Best Risk-Adjusted Alternatives to ABALX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | ABALX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ABALX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ABALX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ABALX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | ABALX vs PMAIX |
Top Performing ABALX Alternatives (YTD)
ABALX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | ABALX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ABALX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ABALX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ABALX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | ABALX vs CONWX |
Lowest Volatility Alternatives to ABALX
ABALX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | ABALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ABALX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ABALX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ABALX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ABALX vs SICIX |
Lowest Drawdown Alternatives to ABALX
ABALX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | ABALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ABALX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ABALX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ABALX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ABALX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With ABALX
What investors most often compare with ABALX, based on PortfoliosLab usage data.
Compare ABALX with Any Fund or Stock
Compare ABALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.