James Balanced: Golden Rainbow Fund (GLRBX) 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 GLRBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GLRBX
GLRBX charges 1.18% annually. There are 463 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 | GLRBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | GLRBX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | GLRBX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | GLRBX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | GLRBX vs BWBIX |
Best Risk-Adjusted Alternatives to GLRBX
GLRBX has a PortfoliosLab risk / return rank of 70. There are 163 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 | GLRBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | GLRBX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | GLRBX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | GLRBX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | GLRBX vs FSRRX |
Top Performing GLRBX Alternatives (YTD)
GLRBX is at 5.13% YTD. There are 343 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | GLRBX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | GLRBX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | GLRBX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | GLRBX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | GLRBX vs BRUFX |
Lowest Volatility Alternatives to GLRBX
GLRBX has 7.73% 1-year volatility. There are 196 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 | GLRBX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | GLRBX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | GLRBX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | GLRBX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | GLRBX vs CSTAX |
Lowest Drawdown Alternatives to GLRBX
GLRBX has a 1-year max drawdown of -5.55%. There are 174 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 | GLRBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | GLRBX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | GLRBX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | GLRBX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | GLRBX vs CSTAX |
Other Mutual Funds from James Advantage
The 3 most viewed James Advantage mutual funds shown here include JMCRX, JAVAX, JASCX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| James Micro Cap Fund | Small Cap Value Equities | 68 | 20.14% | — | Jul 2010 | GLRBX vs JMCRX | |
| James Aggressive Allocation Fund | Diversified Portfolio | 74 | 11.23% | — | Jun 2015 | GLRBX vs JAVAX | |
| James Small Cap Fund | Small Cap Value Equities | 76 | 20.05% | — | Oct 1998 | GLRBX vs JASCX |
Often Compared With GLRBX
Investors most often compare GLRBX with FPACX, FSIRX, TPDAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare GLRBX with Any Fund or Stock
Compare GLRBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GLRBX with funds that move differently
James Balanced: Golden Rainbow Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GLRBX.
Explore GLRBX Diversifiers