Janus Henderson Balanced Fund Class T (JABAX) Alternatives
Janus Henderson Balanced Fund Class T (JABAX) 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 JABAX. 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 JABAX
JABAX charges 0.66% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among JABAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | JABAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | JABAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | JABAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | JABAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | JABAX vs MAANX |
Best Risk-Adjusted Alternatives to JABAX
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 | JABAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | JABAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | JABAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | JABAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | JABAX vs PMAIX |
Top Performing JABAX Alternatives (YTD)
JABAX 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 | JABAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | JABAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | JABAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | JABAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | JABAX vs CONWX |
Lowest Volatility Alternatives to JABAX
JABAX 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 | JABAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | JABAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | JABAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | JABAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | JABAX vs SICIX |
Lowest Drawdown Alternatives to JABAX
JABAX 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 | JABAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | JABAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | JABAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | JABAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | JABAX vs SICIX |
Other Mutual Funds from Janus Henderson
Most popular Janus Henderson mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 50 | -10.63% | Dec 31, 1998 | JABAX vs JNGTX | |
| Janus Henderson Research Fund | Large Cap Growth Equities | 23 | -13.99% | May 3, 1993 | JABAX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 50 | -10.65% | Dec 31, 1998 | JABAX vs JAGTX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 9 | -8.45% | Sep 1, 1992 | JABAX vs JANEX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 40 | -6.83% | Aug 31, 1992 | JABAX vs JANBX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 13 | -16.07% | May 1, 1997 | JABAX vs JARTX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 23 | -5.08% | Feb 25, 2005 | JABAX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 50 | -10.63% | Dec 31, 1998 | JABAX vs JATIX | |
| Janus Henderson VIT Global Technology and Innovati... | Technology Equities | 51 | -10.57% | Jan 17, 2000 | JABAX vs JGLTX | |
| Janus Henderson Global Select Fund | Global Equities | 57 | -3.93% | Jun 29, 2000 | JABAX vs JANRX |
Often Compared With JABAX
What investors most often compare with JABAX, based on PortfoliosLab usage data.
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