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 198 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 | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SBCPX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SBCPX vs BWBIX |
Best Risk-Adjusted Alternatives to SBCPX
SBCPX has a PortfoliosLab risk / return rank of 61. There are 298 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 | 97 | — | Dec 2009 | SBCPX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 97 | — | Sep 2005 | SBCPX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | SBCPX vs FIQDX |
Top Performing SBCPX Alternatives (YTD)
SBCPX is at 4.97% YTD. There are 388 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 32.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 32.52% | — | Jan 1998 | SBCPX vs EKBAX | |
| Greenspring Fund | 20.11% | — | Jun 1983 | SBCPX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | SBCPX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.20% | — | Dec 2002 | SBCPX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 16.97% | — | Dec 2019 | SBCPX vs BLNDX |
Lowest Volatility Alternatives to SBCPX
SBCPX has 5.82% 1-year volatility. There are 111 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 Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | SBCPX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | SBCPX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | SBCPX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | SBCPX vs CSTAX |
Lowest Drawdown Alternatives to SBCPX
SBCPX has a 1-year max drawdown of -4.75%. There are 112 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | SBCPX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | SBCPX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | SBCPX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | SBCPX vs FSRRX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.02% | — | Jan 1968 | SBCPX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 47 | 5.59% | — | May 1969 | SBCPX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | SBCPX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | 7.40% | — | Apr 1948 | SBCPX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 18 | 16.06% | — | Jun 2011 | SBCPX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 5.36% | — | Jan 1987 | SBCPX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 11 | 6.54% | — | Aug 1997 | SBCPX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 4.12% | — | Oct 1983 | SBCPX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | SBCPX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 38 | 6.10% | — | Mar 1970 | SBCPX vs SHAPX |
Often Compared With SBCPX
Investors most often compare SBCPX with FSIRX, PUDZX, SMIFX. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.40% | — | Sep 2005 | SBCPX vs FSIRX | |
| PGIM Real Assets Fund | Diversified Portfolio | 90 | 12.42% | — | Dec 2010 | SBCPX vs PUDZX | |
| Sound Mind Investing Fund | Diversified Portfolio | 41 | 16.25% | — | Dec 2005 | SBCPX vs SMIFX |
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