American Funds American Balanced Fund Class F-3 (AFMBX) Alternatives
American Funds American Balanced Fund Class F-3 (AFMBX) 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 AFMBX. 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 AFMBX
AFMBX charges 0.25% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among AFMBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | AFMBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | AFMBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | AFMBX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | AFMBX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | AFMBX vs BWBIX |
Best Risk-Adjusted Alternatives to AFMBX
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 | AFMBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | AFMBX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | AFMBX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | AFMBX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | AFMBX vs PMAIX |
Top Performing AFMBX Alternatives (YTD)
AFMBX 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 | AFMBX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | AFMBX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | AFMBX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | AFMBX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | AFMBX vs CONWX |
Lowest Volatility Alternatives to AFMBX
AFMBX 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 | AFMBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | AFMBX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | AFMBX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | AFMBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | AFMBX vs SICIX |
Lowest Drawdown Alternatives to AFMBX
AFMBX 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 | AFMBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | AFMBX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | AFMBX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | AFMBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | AFMBX vs SICIX |
Other Mutual Funds from American Funds
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Often Compared With AFMBX
What investors most often compare with AFMBX, based on PortfoliosLab usage data.
Compare AFMBX with Any Fund or Stock
Compare AFMBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.