Janus Henderson Balanced Fund Class A (JDBAX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to JDBAX

JDBAX charges 0.89% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among JDBAX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	JDBAX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	JDBAX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	JDBAX vs TSAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	Feb 9, 2022	JDBAX vs FYMIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	JDBAX vs BWBIX

Best Risk-Adjusted Alternatives to JDBAX

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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	JDBAX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	JDBAX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	JDBAX vs BERIX
NWQIX	Nuveen Flexible Income Fund	95	Dec 8, 2009	JDBAX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	JDBAX vs PMAIX

Top Performing JDBAX Alternatives (YTD)

JDBAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	9.34%	Apr 8, 2012	JDBAX vs SIFAX
PUDZX	PGIM Real Assets Fund	9.23%	Dec 29, 2010	JDBAX vs PUDZX
IOEZX	ICON Equity Income Fund	8.64%	May 9, 2004	JDBAX vs IOEZX
AAAAX	DWS RREEF Real Assets Fund - Class A	8.59%	Jul 30, 2007	JDBAX vs AAAAX
CONWX	Concorde Wealth Management Fund	8.18%	Dec 3, 1987	JDBAX vs CONWX

Lowest Volatility Alternatives to JDBAX

JDBAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	JDBAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.64%	Apr 8, 2012	JDBAX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	JDBAX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.47%	Sep 13, 2012	JDBAX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.66%	Nov 16, 2003	JDBAX vs SICIX

Lowest Drawdown Alternatives to JDBAX

JDBAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	JDBAX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	JDBAX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	JDBAX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	JDBAX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	JDBAX 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
JNGTX	Janus Henderson Global Technology and Innovation F...	Technology Equities	50	-10.63%	Dec 31, 1998	JDBAX vs JNGTX
JNRFX	Janus Henderson Research Fund	Large Cap Growth Equities	23	-13.99%	May 3, 1993	JDBAX vs JNRFX
JAGTX	Janus Global Technology and Innovation Fund	Technology Equities	50	-10.65%	Dec 31, 1998	JDBAX vs JAGTX
JANEX	Janus Henderson Enterprise Fund	Mid Cap Growth Equities	9	-8.45%	Sep 1, 1992	JDBAX vs JANEX
JANBX	Janus Henderson Balanced Fund	Diversified Portfolio	40	-6.83%	Aug 31, 1992	JDBAX vs JANBX
JARTX	Janus Henderson Forty Fund	Large Cap Growth Equities	13	-16.07%	May 1, 1997	JDBAX vs JARTX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	23	-5.08%	Feb 25, 2005	JDBAX vs JANIX
JATIX	Janus Henderson Global Technology and Innovation F...	Technology Equities	50	-10.63%	Dec 31, 1998	JDBAX vs JATIX
JGLTX	Janus Henderson VIT Global Technology and Innovati...	Technology Equities	51	-10.57%	Jan 17, 2000	JDBAX vs JGLTX
JANRX	Janus Henderson Global Select Fund	Global Equities	57	-3.93%	Jun 29, 2000	JDBAX vs JANRX

Often Compared With JDBAX

What investors most often compare with JDBAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	81	-2.86%	Jul 26, 1975	JDBAX vs ABALX
SEBLX	Touchstone Balanced Fund	Diversified Portfolio	27	-6.71%	Nov 15, 1938	JDBAX vs SEBLX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	JDBAX vs SPY
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	78	-5.03%	Jun 30, 1986	JDBAX vs PRWCX
SGENX	First Eagle Global Fund Class A	Global Equities	85	-0.50%	Jan 1, 1979	JDBAX vs SGENX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	JDBAX vs VOO
AOA	iShares Core Aggressive Allocation ETF	Diversified Portfolio	79	-1.19%	Nov 4, 2008	JDBAX vs AOA
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	JDBAX vs FXAIX

Compare JDBAX with Any Fund or Stock

Compare JDBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Janus Henderson Balanced Fund Class A

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