American Funds American Balanced Fund Class C (BALCX) Alternatives
American Funds American Balanced Fund Class C (BALCX) 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 BALCX. 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 BALCX
BALCX charges 1.31% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among BALCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | BALCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | BALCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | BALCX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | BALCX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | BALCX vs MAANX |
Best Risk-Adjusted Alternatives to BALCX
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 | BALCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | BALCX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | BALCX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | BALCX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | BALCX vs PMAIX |
Top Performing BALCX Alternatives (YTD)
BALCX 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 | BALCX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | BALCX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | BALCX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | BALCX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | BALCX vs CONWX |
Lowest Volatility Alternatives to BALCX
BALCX 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 | BALCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | BALCX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | BALCX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | BALCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | BALCX vs SICIX |
Lowest Drawdown Alternatives to BALCX
BALCX 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 | BALCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | BALCX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | BALCX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | BALCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | BALCX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With BALCX
What investors most often compare with BALCX, based on PortfoliosLab usage data.
Compare BALCX with Any Fund or Stock
Compare BALCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.