Baron WealthBuilder Fund (BWBIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BWBIX
BWBIX charges 0.05% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among BWBIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | BWBIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | BWBIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | BWBIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | BWBIX vs FYMIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | BWBIX vs MAANX |
Best Risk-Adjusted Alternatives to BWBIX
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 | BWBIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | BWBIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | BWBIX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | BWBIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | BWBIX vs PMAIX |
Top Performing BWBIX Alternatives (YTD)
BWBIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | BWBIX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | BWBIX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | BWBIX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | BWBIX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | BWBIX vs TPDAX |
Lowest Volatility Alternatives to BWBIX
BWBIX 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 | BWBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | BWBIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | BWBIX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | BWBIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | BWBIX vs SICIX |
Lowest Drawdown Alternatives to BWBIX
BWBIX 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 | BWBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | BWBIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | BWBIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | BWBIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | BWBIX vs SICIX |
Other Mutual Funds from Baron Capital Group, Inc.
Most popular Baron Capital Group, Inc. mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 84 | -5.39% | Apr 30, 2003 | BWBIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 75 | -5.05% | Jun 30, 2008 | BWBIX vs BFGFX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -12.11% | Dec 30, 1994 | BWBIX vs BGRFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 52 | -8.95% | Feb 29, 2000 | BWBIX vs BIOPX | |
| Baron Asset Fund | Mid Cap Growth Equities | 9 | -7.87% | Jun 12, 1987 | BWBIX vs BARAX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 27 | -9.02% | Dec 29, 2017 | BWBIX vs BDAIX | |
| Baron Real Estate Fund | REIT | 13 | -5.39% | Dec 31, 2009 | BWBIX vs BREIX | |
| Baron Real Estate Income Fund | REIT | 14 | 1.12% | Dec 29, 2017 | BWBIX vs BRIIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 5 | -7.98% | Sep 30, 1997 | BWBIX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -12.06% | May 29, 2009 | BWBIX vs BGRIX |
Often Compared With BWBIX
What investors most often compare with BWBIX, 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.