Columbia Balanced Fund (CBALX) Alternatives
Columbia Balanced Fund (CBALX) 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 CBALX. 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 CBALX
CBALX charges 0.67% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CBALX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CBALX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CBALX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | CBALX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | CBALX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | CBALX vs BWBIX |
Best Risk-Adjusted Alternatives to CBALX
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 | CBALX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CBALX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CBALX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | CBALX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CBALX vs PMAIX |
Top Performing CBALX Alternatives (YTD)
CBALX 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 | CBALX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | CBALX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | CBALX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | CBALX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | CBALX vs CONWX |
Lowest Volatility Alternatives to CBALX
CBALX 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 | CBALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | CBALX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CBALX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | CBALX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | CBALX vs SICIX |
Lowest Drawdown Alternatives to CBALX
CBALX 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 | CBALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CBALX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CBALX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CBALX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CBALX vs SICIX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With CBALX
What investors most often compare with CBALX, based on PortfoliosLab usage data.
Compare CBALX with Any Fund or Stock
Compare CBALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.