James Balanced: Golden Rainbow Fund (GLRBX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GLRBX
GLRBX charges 1.18% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among GLRBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | GLRBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | GLRBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | GLRBX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | GLRBX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | GLRBX vs BWBIX |
Best Risk-Adjusted Alternatives to GLRBX
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 | GLRBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | GLRBX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | GLRBX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | GLRBX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | GLRBX vs PMAIX |
Top Performing GLRBX Alternatives (YTD)
GLRBX 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 | GLRBX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | GLRBX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | GLRBX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | GLRBX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | GLRBX vs CONWX |
Lowest Volatility Alternatives to GLRBX
GLRBX 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 | GLRBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | GLRBX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | GLRBX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | GLRBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | GLRBX vs SICIX |
Lowest Drawdown Alternatives to GLRBX
GLRBX 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 | GLRBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | GLRBX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | GLRBX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | GLRBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | GLRBX vs SICIX |
Other Mutual Funds from James Advantage
Most popular James Advantage mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| James Micro Cap Fund | Small Cap Value Equities | 47 | 3.38% | Jul 1, 2010 | GLRBX vs JMCRX | |
| James Aggressive Allocation Fund | Diversified Portfolio | 75 | -1.96% | Jun 30, 2015 | GLRBX vs JAVAX | |
| James Small Cap Fund | Small Cap Value Equities | 51 | 1.60% | Oct 2, 1998 | GLRBX vs JASCX |
Often Compared With GLRBX
What investors most often compare with GLRBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| FPA Crescent Fund | Diversified Portfolio | 72 | -3.27% | Jun 1, 1993 | GLRBX vs FPACX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | GLRBX vs EKBAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | GLRBX vs WWWEX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | GLRBX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | GLRBX vs TPDAX |
Compare GLRBX with Any Fund or Stock
Compare GLRBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.