PGIM Balanced Fund (PABFX) Alternatives
PGIM Balanced Fund (PABFX) 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 PABFX. 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 PABFX
PABFX charges 0.78% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PABFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PABFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PABFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PABFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PABFX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | PABFX vs MAANX |
Best Risk-Adjusted Alternatives to PABFX
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 | PABFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PABFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PABFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PABFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PABFX vs PMAIX |
Top Performing PABFX Alternatives (YTD)
PABFX 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 | PABFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PABFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PABFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PABFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PABFX vs CONWX |
Lowest Volatility Alternatives to PABFX
PABFX 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 | PABFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PABFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PABFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PABFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PABFX vs SICIX |
Lowest Drawdown Alternatives to PABFX
PABFX 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 | PABFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PABFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PABFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PABFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PABFX vs SICIX |
Other Mutual Funds from PGIM
Most popular PGIM mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PGIM High Yield Fund Class R6 | High Yield Bonds | 88 | -1.39% | Oct 31, 2011 | PABFX vs PHYQX | |
| PGIM Jennison Growth Fund | Large Cap Growth Equities | 16 | -14.26% | Nov 2, 1995 | PABFX vs PJFAX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 60 | -0.59% | Dec 27, 2010 | PABFX vs PTRQX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 57 | -0.53% | Jan 14, 1997 | PABFX vs PDBZX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 96 | -0.26% | Dec 23, 2013 | PABFX vs SDMZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 91 | -0.61% | Mar 29, 2011 | PABFX vs FRFZX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 89 | -1.05% | Oct 26, 2012 | PABFX vs HYSZX | |
| PGIM High Yield Fund | High Yield Bonds | 85 | -1.45% | Jan 22, 1990 | PABFX vs PBHAX | |
| PGIM Short-Term Corporate Bond Fund | Short-Term Bond | 92 | -0.49% | Sep 1, 1989 | PABFX vs PBSMX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 4 | -12.90% | Jun 4, 2012 | PABFX vs PWJZX |
Often Compared With PABFX
What investors most often compare with PABFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Dynamic Asset Allocation Balanced Fund | Diversified Portfolio | 64 | -3.31% | Feb 6, 1994 | PABFX vs PABAX | |
| American Funds American Balanced Fund Class A | Diversified Portfolio | 81 | -2.86% | Jul 26, 1975 | PABFX vs ABALX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | PABFX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | PABFX vs TPDAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | PABFX vs EKBAX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | PABFX vs FYMIX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | PABFX vs WWWEX |
Compare PABFX with Any Fund or Stock
Compare PABFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.