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 a closer substitute for your current allocation.
Cheapest Alternatives to MDCPX
MDCPX charges 0.78% annually. There are 334 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 | MDCPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | MDCPX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | MDCPX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | MDCPX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | MDCPX vs VTMFX |
Best Risk-Adjusted Alternatives to MDCPX
MDCPX has a PortfoliosLab risk / return rank of 70. There are 143 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 | MDCPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | MDCPX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | MDCPX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | MDCPX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | MDCPX vs AOBLX |
Top Performing MDCPX Alternatives (YTD)
MDCPX is at 8.03% YTD. There are 198 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | MDCPX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | MDCPX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | MDCPX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | MDCPX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | MDCPX vs TIBIX |
Lowest Volatility Alternatives to MDCPX
MDCPX has 8.84% 1-year volatility. There are 299 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 | MDCPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | MDCPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | MDCPX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | MDCPX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | MDCPX vs CSTAX |
Lowest Drawdown Alternatives to MDCPX
MDCPX has a 1-year max drawdown of -6.22%. There are 259 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 | MDCPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | MDCPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | MDCPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | MDCPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | MDCPX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | MDCPX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | MDCPX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | MDCPX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | MDCPX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | MDCPX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | MDCPX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | MDCPX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | MDCPX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | MDCPX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | MDCPX vs FAMRX |
Often Compared With MDCPX
Investors most often compare MDCPX with FSAAX, BWBIX, GDE. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare MDCPX with Any Fund or Stock
Compare MDCPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MDCPX with funds that move differently
BlackRock Balanced Capital Fund Investor A Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MDCPX.
Explore MDCPX Diversifiers