T. Rowe Price Balanced Fund (RPBAX) Alternatives
T. Rowe Price Balanced Fund (RPBAX) 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 RPBAX. 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 RPBAX
RPBAX charges 0.57% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among RPBAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | RPBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | RPBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | RPBAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | RPBAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | RPBAX vs MAANX |
Best Risk-Adjusted Alternatives to RPBAX
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 | RPBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | RPBAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | RPBAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | RPBAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | RPBAX vs PMAIX |
Top Performing RPBAX Alternatives (YTD)
RPBAX 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 | RPBAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | RPBAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | RPBAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | RPBAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | RPBAX vs CONWX |
Lowest Volatility Alternatives to RPBAX
RPBAX 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 | RPBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | RPBAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | RPBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | RPBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | RPBAX vs SICIX |
Lowest Drawdown Alternatives to RPBAX
RPBAX 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 | RPBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | RPBAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | RPBAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | RPBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | RPBAX vs SICIX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With RPBAX
What investors most often compare with RPBAX, based on PortfoliosLab usage data.
Compare RPBAX with Any Fund or Stock
Compare RPBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.