T. Rowe Price Balanced Fund I Class (RBAIX) Alternatives
T. Rowe Price Balanced Fund I Class (RBAIX) 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 RBAIX. 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 RBAIX
RBAIX charges 0.47% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among RBAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | RBAIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | RBAIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | RBAIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | RBAIX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | RBAIX vs MAANX |
Best Risk-Adjusted Alternatives to RBAIX
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 | RBAIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | RBAIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | RBAIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | RBAIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | RBAIX vs PMAIX |
Top Performing RBAIX Alternatives (YTD)
RBAIX 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 | RBAIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | RBAIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | RBAIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | RBAIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | RBAIX vs CONWX |
Lowest Volatility Alternatives to RBAIX
RBAIX 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 | RBAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | RBAIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | RBAIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | RBAIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | RBAIX vs SICIX |
Lowest Drawdown Alternatives to RBAIX
RBAIX 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 | RBAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | RBAIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | RBAIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | RBAIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | RBAIX vs SICIX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With RBAIX
What investors most often compare with RBAIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Balanced Fund | Diversified Portfolio | 73 | -3.70% | Nov 6, 1986 | RBAIX vs FBALX |
Compare RBAIX with Any Fund or Stock
Compare RBAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.