American Funds American Balanced Fund® Class F-2 (AMBFX) Alternatives
American Funds American Balanced Fund® Class F-2 (AMBFX) 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 AMBFX. 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 AMBFX
AMBFX charges 0.35% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among AMBFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | AMBFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | AMBFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | AMBFX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | AMBFX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | AMBFX vs BWBIX |
Best Risk-Adjusted Alternatives to AMBFX
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 | AMBFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | AMBFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | AMBFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | AMBFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | AMBFX vs PMAIX |
Top Performing AMBFX Alternatives (YTD)
AMBFX 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 | AMBFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | AMBFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | AMBFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | AMBFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | AMBFX vs CONWX |
Lowest Volatility Alternatives to AMBFX
AMBFX 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 | AMBFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | AMBFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | AMBFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | AMBFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | AMBFX vs SICIX |
Lowest Drawdown Alternatives to AMBFX
AMBFX 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 | AMBFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | AMBFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | AMBFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | AMBFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | AMBFX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With AMBFX
What investors most often compare with AMBFX, based on PortfoliosLab usage data.
Compare AMBFX with Any Fund or Stock
Compare AMBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.