American Funds American Balanced Fund (BALFX) Alternatives
American Funds American Balanced Fund (BALFX) 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 BALFX. 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 BALFX
BALFX charges 0.62% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among BALFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | BALFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | BALFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | BALFX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | BALFX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | BALFX vs BWBIX |
Best Risk-Adjusted Alternatives to BALFX
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 | BALFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | BALFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | BALFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | BALFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | BALFX vs PMAIX |
Top Performing BALFX Alternatives (YTD)
BALFX 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 | BALFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | BALFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | BALFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | BALFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | BALFX vs CONWX |
Lowest Volatility Alternatives to BALFX
BALFX 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 | BALFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | BALFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | BALFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | BALFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | BALFX vs SICIX |
Lowest Drawdown Alternatives to BALFX
BALFX 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 | BALFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | BALFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | BALFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | BALFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | BALFX vs SICIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With BALFX
What investors most often compare with BALFX, based on PortfoliosLab usage data.
Compare BALFX with Any Fund or Stock
Compare BALFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.