Baron WealthBuilder Fund (BWBIX) 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 BWBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BWBIX
BWBIX charges 0.05% annually. There are 4 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 | BWBIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BWBIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | BWBIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BWBIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | BWBIX vs VTMFX |
Best Risk-Adjusted Alternatives to BWBIX
BWBIX has a PortfoliosLab risk / return rank of 17. There are 515 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 | BWBIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | BWBIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | BWBIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | BWBIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | BWBIX vs AOBLX |
Top Performing BWBIX Alternatives (YTD)
BWBIX is at 4.24% YTD. There are 424 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | BWBIX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | BWBIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | BWBIX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | BWBIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | BWBIX vs TIBIX |
Lowest Volatility Alternatives to BWBIX
BWBIX has 15.86% 1-year volatility. There are 526 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 | BWBIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | BWBIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | BWBIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | BWBIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | BWBIX vs CSTAX |
Lowest Drawdown Alternatives to BWBIX
BWBIX has a 1-year max drawdown of -11.65%. There are 524 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 | BWBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | BWBIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | BWBIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | BWBIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | BWBIX vs CSTAX |
Other Mutual Funds from Baron Capital Group, Inc.
The 10 most viewed Baron Capital Group, Inc. mutual funds shown here include BPTRX, BFGFX, BIOPX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 59 | 5.91% | — | Apr 2003 | BWBIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 31 | 5.68% | — | Jun 2008 | BWBIX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 27 | 11.04% | — | Feb 2000 | BWBIX vs BIOPX | |
| Baron Growth Fund | Mid Cap Growth Equities | 1 | -7.92% | — | Dec 1994 | BWBIX vs BGRFX | |
| Baron Asset Fund | Mid Cap Growth Equities | 9 | 3.48% | — | Jun 1987 | BWBIX vs BARAX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 4 | 2.49% | — | Sep 1997 | BWBIX vs BSCFX | |
| Baron Real Estate Income Fund | REIT | 39 | 12.91% | — | Dec 2017 | BWBIX vs BRIIX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 13 | 3.93% | — | Dec 2017 | BWBIX vs BDAIX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 1 | -7.80% | — | May 2009 | BWBIX vs BGRIX | |
| Baron Real Estate Fund | REIT | 9 | 2.63% | — | Dec 2009 | BWBIX vs BREIX |
Often Compared With BWBIX
Investors most often compare BWBIX with WAMCX, FDFIX, VOO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BWBIX with Any Fund or Stock
Compare BWBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BWBIX with funds that move differently
Baron WealthBuilder Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BWBIX.
Explore BWBIX Diversifiers