BlackRock Balanced Capital Fund Investor A Shares (MDCPX) Alternatives
BlackRock Balanced Capital Fund Investor A Shares (MDCPX) 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 MDCPX. 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 MDCPX
MDCPX charges 0.78% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among MDCPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | MDCPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | MDCPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | MDCPX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | MDCPX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | MDCPX vs BWBIX |
Best Risk-Adjusted Alternatives to MDCPX
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 | MDCPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | MDCPX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | MDCPX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | MDCPX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | MDCPX vs PMAIX |
Top Performing MDCPX Alternatives (YTD)
MDCPX 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 | MDCPX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | MDCPX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | MDCPX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | MDCPX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | MDCPX vs CONWX |
Lowest Volatility Alternatives to MDCPX
MDCPX 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 | MDCPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | MDCPX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | MDCPX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | MDCPX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | MDCPX vs SICIX |
Lowest Drawdown Alternatives to MDCPX
MDCPX 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 | MDCPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | MDCPX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | MDCPX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | MDCPX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | MDCPX vs SICIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With MDCPX
What investors most often compare with MDCPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WisdomTree Efficient Gold Plus Equity Strategy Fun... | Gold | 89 | 2.08% | Mar 15, 2022 | MDCPX vs GDE | |
| Fidelity Advisor Asset Manager 60% Fund Class A | Diversified Portfolio | 69 | -2.59% | Oct 9, 2007 | MDCPX vs FSAAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | MDCPX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | MDCPX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | MDCPX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | MDCPX vs QBDSX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | MDCPX vs MAANX |
Compare MDCPX with Any Fund or Stock
Compare MDCPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.