Green Century Balanced Fund (GCBLX) 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 GCBLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GCBLX
GCBLX charges 1.46% annually. There are 497 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 | GCBLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | GCBLX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | GCBLX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | GCBLX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | GCBLX vs VTMFX |
Best Risk-Adjusted Alternatives to GCBLX
GCBLX has a PortfoliosLab risk / return rank of 35. There are 448 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 | GCBLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | GCBLX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | GCBLX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | GCBLX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | GCBLX vs AOBLX |
Top Performing GCBLX Alternatives (YTD)
GCBLX is at 5.76% YTD. There are 266 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | GCBLX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | GCBLX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | GCBLX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | GCBLX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | GCBLX vs IOEZX |
Lowest Volatility Alternatives to GCBLX
GCBLX has 8.42% 1-year volatility. There are 248 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | GCBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | GCBLX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | GCBLX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | GCBLX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | GCBLX vs CSTAX |
Lowest Drawdown Alternatives to GCBLX
GCBLX has a 1-year max drawdown of -6.81%. There are 332 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 | GCBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | GCBLX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | GCBLX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | GCBLX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | GCBLX vs CSTAX |
Other Mutual Funds from Green Century
The 2 most viewed Green Century mutual funds shown here include GCEQX, GCINX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Green Century Equity Fund Individual Investor Clas... | Large Cap Growth Equities | 34 | 6.30% | — | Sep 1995 | GCBLX vs GCEQX | |
| Green Century MSCI International Index Fund | Foreign Large Cap Equities | 9 | 3.09% | — | Sep 2016 | GCBLX vs GCINX |
Often Compared With GCBLX
Investors most often compare GCBLX with VFIAX, VOO, SPY. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare GCBLX with Any Fund or Stock
Compare GCBLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GCBLX with funds that move differently
Green Century Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GCBLX.
Explore GCBLX Diversifiers