Victory Pioneer Balanced Fund Class A (AOBLX) 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 AOBLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AOBLX
AOBLX charges 0.93% annually. There are 382 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 | AOBLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | AOBLX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | AOBLX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | AOBLX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | AOBLX vs BWBIX |
Best Risk-Adjusted Alternatives to AOBLX
AOBLX has a PortfoliosLab risk / return rank of 94. There are 9 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 | AOBLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | AOBLX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | AOBLX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | AOBLX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | AOBLX vs FSRRX |
Top Performing AOBLX Alternatives (YTD)
AOBLX is at 13.00% YTD. There are 21 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | AOBLX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | AOBLX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | AOBLX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | AOBLX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | AOBLX vs MHELX |
Lowest Volatility Alternatives to AOBLX
AOBLX has 10.17% 1-year volatility. There are 375 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 | AOBLX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | AOBLX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | AOBLX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | AOBLX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | AOBLX vs CSTAX |
Lowest Drawdown Alternatives to AOBLX
AOBLX has a 1-year max drawdown of -6.42%. There are 278 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 | AOBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | AOBLX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | AOBLX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | AOBLX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | AOBLX vs CSTAX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 35 | 12.08% | — | Oct 2000 | AOBLX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 55 | 10.08% | — | May 1996 | AOBLX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 4.28% | — | Jan 2023 | AOBLX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 9 | 2.72% | — | Oct 1981 | AOBLX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 28.25% | — | Nov 1995 | AOBLX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 25 | -13.41% | — | Aug 1984 | AOBLX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 76 | 5.55% | — | Jan 1989 | AOBLX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 8 | -1.01% | — | Apr 1971 | AOBLX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 77 | 8.62% | — | Aug 1984 | AOBLX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 72 | 1.51% | — | Aug 1999 | AOBLX vs USHYX |
Often Compared With AOBLX
Investors most often compare AOBLX with FIQDX, QBDSX, PUDZX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare AOBLX with Any Fund or Stock
Compare AOBLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AOBLX with funds that move differently
Victory Pioneer Balanced Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AOBLX.
Explore AOBLX Diversifiers