Columbia Income Builder Fund (RBBAX) 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 RBBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RBBAX
RBBAX charges 0.37% annually. There are 129 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 | RBBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | RBBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | RBBAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | RBBAX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | RBBAX vs FYMIX |
Best Risk-Adjusted Alternatives to RBBAX
RBBAX has a PortfoliosLab risk / return rank of 74. There are 108 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 | RBBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | RBBAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | RBBAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | RBBAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | RBBAX vs AOBLX |
Top Performing RBBAX Alternatives (YTD)
RBBAX is at 4.32% YTD. There are 437 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.29% | — | Jan 1998 | RBBAX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | RBBAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.01% | — | Aug 1998 | RBBAX vs MHELX | |
| ICON Equity Income Fund | 16.48% | — | May 2004 | RBBAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 15.32% | — | Dec 2002 | RBBAX vs TIBIX |
Lowest Volatility Alternatives to RBBAX
RBBAX has 4.71% 1-year volatility. There are 33 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 | RBBAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.84% | — | Nov 2003 | RBBAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | RBBAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | RBBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.10% | — | Sep 2012 | RBBAX vs CSTAX |
Lowest Drawdown Alternatives to RBBAX
RBBAX has a 1-year max drawdown of -3.93%. There are 50 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 | RBBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | RBBAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | RBBAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | RBBAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | RBBAX vs CSTAX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 95 | 53.55% | — | Jun 1983 | RBBAX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 86 | 11.33% | — | Mar 1998 | RBBAX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 86 | 11.40% | — | Nov 2012 | RBBAX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 85 | 11.18% | — | Nov 2002 | RBBAX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 52.49% | — | May 1994 | RBBAX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 61 | 26.10% | — | Nov 2000 | RBBAX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 62 | 26.26% | — | Nov 2000 | RBBAX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 47 | 10.05% | — | Dec 1992 | RBBAX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 6.51% | — | Sep 1991 | RBBAX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 43 | 6.46% | — | Mar 2008 | RBBAX vs COSZX |
Often Compared With RBBAX
Investors most often compare RBBAX with CAIBX, BERIX, BWBIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RBBAX with Any Fund or Stock
Compare RBBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RBBAX with funds that move differently
Columbia Income Builder Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RBBAX.
Explore RBBAX Diversifiers