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 a closer substitute for your current allocation.
Cheapest Alternatives to BALCX
BALCX charges 1.31% annually. There are 486 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 | BALCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BALCX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | BALCX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BALCX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | BALCX vs VTMFX |
Best Risk-Adjusted Alternatives to BALCX
BALCX has a PortfoliosLab risk / return rank of 75. There are 122 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 | BALCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | BALCX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | BALCX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | BALCX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | BALCX vs AYBLX |
Top Performing BALCX Alternatives (YTD)
BALCX is at 8.53% YTD. There are 166 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | BALCX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | BALCX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | BALCX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | BALCX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | BALCX vs TIBIX |
Lowest Volatility Alternatives to BALCX
BALCX has 9.26% 1-year volatility. There are 337 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | BALCX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | BALCX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | BALCX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | BALCX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | BALCX vs CSTAX |
Lowest Drawdown Alternatives to BALCX
BALCX has a 1-year max drawdown of -7.08%. There are 355 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 | BALCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | BALCX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | BALCX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | BALCX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | BALCX 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 BALCX
Investors most often compare BALCX with VBIAX, AOM, SPY. These 20 comparison targets span 11 categories, 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.
Pair BALCX with funds that move differently
American Funds American Balanced Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BALCX.
Explore BALCX Diversifiers