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 a closer substitute for your current allocation.
Cheapest Alternatives to AMBFX
AMBFX charges 0.35% annually. There are 112 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 | AMBFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | AMBFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | AMBFX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | AMBFX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | AMBFX vs BWBIX |
Best Risk-Adjusted Alternatives to AMBFX
AMBFX has a PortfoliosLab risk / return rank of 80. There are 79 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 | AMBFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | AMBFX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | AMBFX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | AMBFX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | AMBFX vs FSRRX |
Top Performing AMBFX Alternatives (YTD)
AMBFX is at 8.35% YTD. There are 147 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | AMBFX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | AMBFX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | AMBFX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | AMBFX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | AMBFX vs BRUFX |
Lowest Volatility Alternatives to AMBFX
AMBFX has 9.41% 1-year volatility. There are 334 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 | AMBFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | AMBFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | AMBFX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | AMBFX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | AMBFX vs CSTAX |
Lowest Drawdown Alternatives to AMBFX
AMBFX has a 1-year max drawdown of -7.00%. There are 346 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 | AMBFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | AMBFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | AMBFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | AMBFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | AMBFX 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 AMBFX
Investors most often compare AMBFX with VBIAX, VWELX, VWENX. These 20 comparison targets span 4 categories, 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.
Pair AMBFX with funds that move differently
American Funds American Balanced Fund® Class F-2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AMBFX.
Explore AMBFX Diversifiers