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 460 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | GLRBX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | GLRBX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | GLRBX vs VTMFX |
Best Risk-Adjusted Alternatives to GLRBX
GLRBX has a PortfoliosLab risk / return rank of 76. There are 111 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 | 97 | — | Dec 2009 | GLRBX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | GLRBX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | GLRBX vs AYBLX |
Top Performing GLRBX Alternatives (YTD)
GLRBX is at 5.39% YTD. There are 340 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | GLRBX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | GLRBX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | GLRBX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | GLRBX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | GLRBX vs SMIFX |
Lowest Volatility Alternatives to GLRBX
GLRBX has 7.54% 1-year volatility. There are 197 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 | GLRBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | GLRBX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | GLRBX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | GLRBX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | GLRBX vs CSTAX |
Lowest Drawdown Alternatives to GLRBX
GLRBX has a 1-year max drawdown of -5.55%. There are 177 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | GLRBX vs FSRKX |
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 | 53 | 18.84% | — | Jul 2010 | GLRBX vs JMCRX | |
| James Aggressive Allocation Fund | Diversified Portfolio | 85 | 12.52% | — | Jun 2015 | GLRBX vs JAVAX | |
| James Small Cap Fund | Small Cap Value Equities | 65 | 18.86% | — | Oct 1998 | GLRBX vs JASCX |
Often Compared With GLRBX
Investors most often compare GLRBX with FPACX, FSIRX, BWBIX. These 19 comparison targets span 2 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