GuideStone Funds Balanced Allocation Fund (GGIZX) 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 GGIZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GGIZX
GGIZX charges 0.38% annually. There are 136 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 | GGIZX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | GGIZX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | GGIZX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | GGIZX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | GGIZX vs VTMFX |
Best Risk-Adjusted Alternatives to GGIZX
GGIZX has a PortfoliosLab risk / return rank of 47. There are 392 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 | GGIZX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | GGIZX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | GGIZX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | GGIZX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | GGIZX vs AOBLX |
Top Performing GGIZX Alternatives (YTD)
GGIZX is at 5.18% YTD. There are 391 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | GGIZX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | GGIZX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | GGIZX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | GGIZX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | GGIZX vs TIBIX |
Lowest Volatility Alternatives to GGIZX
GGIZX has 7.14% 1-year volatility. There are 169 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 | GGIZX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | GGIZX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | GGIZX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | GGIZX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | GGIZX vs CSTAX |
Lowest Drawdown Alternatives to GGIZX
GGIZX has a 1-year max drawdown of -5.87%. There are 218 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 | GGIZX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | GGIZX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | GGIZX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | GGIZX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | GGIZX vs CSTAX |
Other Mutual Funds from GuideStone Funds
The 10 most viewed GuideStone Funds mutual funds shown here include GEQYX, GFSYX, GGBFX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GuideStone Funds Equity Index Fund | Large Cap Blend Equities | 60 | 10.96% | — | Aug 2001 | GGIZX vs GEQYX | |
| GuideStone Funds Strategic Alternatives Fund | Multistrategy | 88 | 1.89% | — | Jun 2017 | GGIZX vs GFSYX | |
| GuideStone Funds Global Bond Fund | Global Bonds | 9 | -0.28% | — | Dec 2006 | GGIZX vs GGBFX | |
| GuideStone Funds Global Real Estate Securities Fun... | REIT | 31 | 11.41% | — | Dec 2006 | GGIZX vs GREZX | |
| GuideStone Funds MyDestination 2025 Fund | Target Retirement Date | 58 | 5.75% | — | Dec 2006 | GGIZX vs GMWZX | |
| GuideStone Funds Aggressive Allocation Fund | Global Equities | 43 | 10.68% | — | Aug 2001 | GGIZX vs GGBZX | |
| GuideStone Funds Growth Equity Fund | Large Cap Growth Equities | 9 | 2.77% | — | Aug 2001 | GGIZX vs GGEYX | |
| GuideStone Funds Low-Duration Bond Fund | Short-Term Bond | 93 | 0.89% | — | Aug 2001 | GGIZX vs GLDYX | |
| GuideStone Funds MyDestination 2035 Fund | Target Retirement Date | 57 | 7.82% | — | Dec 2006 | GGIZX vs GMHZX | |
| GuideStone Funds MyDestination 2055 Fund | Target Retirement Date | 57 | 11.17% | — | Dec 2011 | GGIZX vs GMGZX |
Often Compared With GGIZX
Investors most often compare GGIZX with BAICX, PHYQX, GMFZX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare GGIZX with Any Fund or Stock
Compare GGIZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GGIZX with funds that move differently
GuideStone Funds Balanced Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GGIZX.
Explore GGIZX Diversifiers