Praxis Genesis Balanced Portfolio (MBAPX) 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 MBAPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MBAPX
MBAPX charges 0.47% annually. There are 174 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 | MBAPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | MBAPX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | MBAPX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MBAPX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | MBAPX vs BWBIX |
Best Risk-Adjusted Alternatives to MBAPX
MBAPX has a PortfoliosLab risk / return rank of 67. There are 222 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 | MBAPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | MBAPX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | MBAPX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | MBAPX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | MBAPX vs FSRRX |
Top Performing MBAPX Alternatives (YTD)
MBAPX is at 7.68% YTD. There are 178 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | MBAPX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | MBAPX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | MBAPX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | MBAPX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | MBAPX vs BRUFX |
Lowest Volatility Alternatives to MBAPX
MBAPX has 8.88% 1-year volatility. There are 279 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 | MBAPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | MBAPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | MBAPX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | MBAPX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | MBAPX vs CSTAX |
Lowest Drawdown Alternatives to MBAPX
MBAPX has a 1-year max drawdown of -6.41%. There are 275 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 | MBAPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | MBAPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | MBAPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | MBAPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | MBAPX vs CSTAX |
Other Mutual Funds from Praxis Mutual Funds
The 7 most viewed Praxis Mutual Funds mutual funds shown here include MMDEX, MMSIX, MPLIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Praxis Growth Index Fund | Large Cap Growth Equities | 22 | 5.78% | — | May 2007 | MBAPX vs MMDEX | |
| Praxis Small Cap Index Fund | Small Cap Blend Equities | 53 | 15.77% | — | May 2007 | MBAPX vs MMSIX | |
| Praxis International Index Fund | Foreign Large Cap Equities | 68 | 14.65% | — | Dec 2010 | MBAPX vs MPLIX | |
| Praxis Impact Bond Fund | Intermediate Core Bond | 17 | -0.56% | — | May 1999 | MBAPX vs MIIAX | |
| Praxis Genesis Growth Portfolio | Diversified Portfolio | 68 | 10.46% | — | Dec 2009 | MBAPX vs MGAFX | |
| Praxis Value Index Fund | Large Cap Value Equities | 91 | 17.07% | — | May 2001 | MBAPX vs MVIAX | |
| Praxis Genesis Conservative Portfolio | Diversified Portfolio | 43 | 2.43% | — | Dec 2009 | MBAPX vs MCONX |
Often Compared With MBAPX
Investors most often compare MBAPX with PMAIX, CONWX, BERIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MBAPX with Any Fund or Stock
Compare MBAPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MBAPX with funds that move differently
Praxis Genesis Balanced Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MBAPX.
Explore MBAPX Diversifiers