Davenport Balanced Income Fund (DBALX) Alternatives
Davenport Balanced Income Fund (DBALX) 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 DBALX. 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 DBALX
DBALX charges 0.93% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among DBALX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | DBALX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | DBALX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | DBALX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | DBALX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | DBALX vs BWBIX |
Best Risk-Adjusted Alternatives to DBALX
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 | DBALX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | DBALX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | DBALX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | DBALX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | DBALX vs PMAIX |
Top Performing DBALX Alternatives (YTD)
DBALX 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 | DBALX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | DBALX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | DBALX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | DBALX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | DBALX vs CONWX |
Lowest Volatility Alternatives to DBALX
DBALX 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 | DBALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | DBALX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | DBALX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | DBALX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | DBALX vs SICIX |
Lowest Drawdown Alternatives to DBALX
DBALX 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 | DBALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | DBALX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | DBALX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | DBALX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | DBALX vs SICIX |
Other Mutual Funds from Davenport
Most popular Davenport mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Davenport Small Cap Focus Fund | Small Cap Blend Equities | 5 | -2.96% | Dec 31, 2014 | DBALX vs DSCPX | |
| Davenport Core Fund | Large Cap Growth Equities | 13 | -8.35% | Jan 15, 1998 | DBALX vs DAVPX | |
| Davenport Value & Income Fund | Large Cap Value Equities | 32 | 0.21% | Dec 31, 2010 | DBALX vs DVIPX | |
| Davenport Equity Opportunities Fund | Mid Cap Blend Equities | 2 | -6.44% | Dec 31, 2010 | DBALX vs DEOPX |
Often Compared With DBALX
What investors most often compare with DBALX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | DBALX vs TPDAX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | DBALX vs MAANX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | DBALX vs WWWEX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | DBALX vs QBDSX |
Compare DBALX with Any Fund or Stock
Compare DBALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.