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 a closer substitute for your current allocation.
Cheapest Alternatives to JABAX
JABAX charges 0.66% annually. There are 278 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 | JABAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JABAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | JABAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JABAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | JABAX vs BWBIX |
Best Risk-Adjusted Alternatives to JABAX
JABAX has a PortfoliosLab risk / return rank of 26. There are 492 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 | JABAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JABAX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | JABAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JABAX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | JABAX vs FSRRX |
Top Performing JABAX Alternatives (YTD)
JABAX is at 3.76% YTD. There are 448 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | JABAX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | JABAX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | JABAX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | JABAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | JABAX vs MHELX |
Lowest Volatility Alternatives to JABAX
JABAX has 9.49% 1-year volatility. There are 345 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 | JABAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | JABAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | JABAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | JABAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | JABAX vs CSTAX |
Lowest Drawdown Alternatives to JABAX
JABAX has a 1-year max drawdown of -8.14%. There are 445 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 | JABAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JABAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JABAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JABAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JABAX vs CSTAX |
Other Mutual Funds from Janus Henderson
The 10 most viewed Janus Henderson mutual funds shown here include JNGTX, JNRFX, JAGTX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 30 | 21.24% | — | Dec 1998 | JABAX vs JNGTX | |
| Janus Henderson Research Fund Class D | Large Cap Growth Equities, Actively Managed | 9 | 2.45% | — | May 1993 | JABAX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 30 | 21.17% | — | Dec 1998 | JABAX vs JAGTX | |
| Janus Henderson Enterprise Fund Class D | Mid Cap Growth Equities | 19 | 7.61% | — | Sep 1992 | JABAX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 8 | 1.92% | — | May 1997 | JABAX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 27 | 3.84% | — | Aug 1992 | JABAX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 44 | 13.84% | — | Feb 2005 | JABAX vs JANIX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 30 | 21.27% | — | Dec 1998 | JABAX vs JATIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 20 | 15.10% | — | Feb 2000 | JABAX vs JACNX | |
| Janus Henderson Forty Fund Class D | Large Cap Growth Equities | 8 | 2.14% | — | Dec 2009 | JABAX vs JFRDX |
Often Compared With JABAX
Investors most often compare JABAX with FBALX, VWINX, RDVY. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare JABAX with Any Fund or Stock
Compare JABAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JABAX with funds that move differently
Janus Henderson Balanced Fund Class T alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JABAX.
Explore JABAX Diversifiers