Janus Henderson Balanced Fund Class A (JDBAX) 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 JDBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JDBAX
JDBAX charges 0.89% annually. There are 369 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 | JDBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JDBAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | JDBAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JDBAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | JDBAX vs VTMFX |
Best Risk-Adjusted Alternatives to JDBAX
JDBAX has a PortfoliosLab risk / return rank of 31. There are 488 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 | JDBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JDBAX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | JDBAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JDBAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | JDBAX vs AYBLX |
Top Performing JDBAX Alternatives (YTD)
JDBAX is at 4.70% YTD. There are 438 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | JDBAX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | JDBAX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | JDBAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | JDBAX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | JDBAX vs DGIFX |
Lowest Volatility Alternatives to JDBAX
JDBAX has 9.53% 1-year volatility. There are 349 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 | JDBAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | JDBAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | JDBAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | JDBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | JDBAX vs CSTAX |
Lowest Drawdown Alternatives to JDBAX
JDBAX has a 1-year max drawdown of -8.16%. There are 447 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 | JDBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JDBAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JDBAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JDBAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JDBAX 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 | 35 | 22.64% | — | Dec 1998 | JDBAX vs JNGTX | |
| Janus Henderson Research Fund Class D | Large Cap Growth Equities, Actively Managed | 15 | 4.82% | — | May 1993 | JDBAX vs JNRFX | |
| Janus Global Technology and Innovation Fund | Technology Equities | 35 | 22.56% | — | Dec 1998 | JDBAX vs JAGTX | |
| Janus Henderson Enterprise Fund Class D | Mid Cap Growth Equities | 25 | 8.74% | — | Sep 1992 | JDBAX vs JANEX | |
| Janus Henderson Forty Fund | Large Cap Growth Equities | 13 | 4.80% | — | May 1997 | JDBAX vs JARTX | |
| Janus Henderson Balanced Fund | Diversified Portfolio | 33 | 4.82% | — | Aug 1992 | JDBAX vs JANBX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 55 | 15.50% | — | Feb 2005 | JDBAX vs JANIX | |
| Janus Henderson Contrarian Fund | Mid Cap Blend Equities | 30 | 18.83% | — | Feb 2000 | JDBAX vs JACNX | |
| Janus Henderson Global Technology and Innovation F... | Technology Equities | 34 | 22.67% | — | Dec 1998 | JDBAX vs JATIX | |
| Janus Henderson Forty Fund Class D | Large Cap Growth Equities | 14 | 5.02% | — | Dec 2009 | JDBAX vs JFRDX |
Often Compared With JDBAX
Investors most often compare JDBAX with ABALX, SEBLX, SPY. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare JDBAX with Any Fund or Stock
Compare JDBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JDBAX with funds that move differently
Janus Henderson Balanced Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JDBAX.
Explore JDBAX Diversifiers