Franklin Multi-Asset Defensive Growth Fund (SBCPX) 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 SBCPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SBCPX
SBCPX charges 0.52% annually. There are 201 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 | SBCPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SBCPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SBCPX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | SBCPX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SBCPX vs VTMFX |
Best Risk-Adjusted Alternatives to SBCPX
SBCPX has a PortfoliosLab risk / return rank of 52. There are 372 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 | SBCPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SBCPX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SBCPX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | SBCPX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | SBCPX vs FSRRX |
Top Performing SBCPX Alternatives (YTD)
SBCPX is at 3.95% YTD. There are 433 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | SBCPX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | SBCPX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | SBCPX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | SBCPX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | SBCPX vs BRUFX |
Lowest Volatility Alternatives to SBCPX
SBCPX has 6.40% 1-year volatility. There are 125 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 | SBCPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | SBCPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | SBCPX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | SBCPX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SBCPX vs CSTAX |
Lowest Drawdown Alternatives to SBCPX
SBCPX has a 1-year max drawdown of -4.75%. There are 110 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 | SBCPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SBCPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SBCPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SBCPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SBCPX vs CSTAX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 10 | 1.52% | — | Jan 1968 | SBCPX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | SBCPX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | SBCPX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | SBCPX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund Inc. | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | SBCPX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | SBCPX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | SBCPX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | SBCPX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | SBCPX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | SBCPX vs SHRAX |
Often Compared With SBCPX
Investors most often compare SBCPX with BLNDX, FCSRX, BWBIX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare SBCPX with Any Fund or Stock
Compare SBCPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBCPX with funds that move differently
Franklin Multi-Asset Defensive Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBCPX.
Explore SBCPX Diversifiers