Touchstone Balanced Fund (SEBLX) 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 SEBLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SEBLX
SEBLX charges 0.99% annually. There are 405 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 | SEBLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SEBLX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SEBLX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | SEBLX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SEBLX vs FYMIX |
Best Risk-Adjusted Alternatives to SEBLX
SEBLX has a PortfoliosLab risk / return rank of 29. There are 482 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 | SEBLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SEBLX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SEBLX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | SEBLX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | SEBLX vs FSRRX |
Top Performing SEBLX Alternatives (YTD)
SEBLX is at 3.00% YTD. There are 486 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 | SEBLX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | SEBLX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | SEBLX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | SEBLX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | SEBLX vs BRUFX |
Lowest Volatility Alternatives to SEBLX
SEBLX has 9.01% 1-year volatility. There are 289 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 | SEBLX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | SEBLX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | SEBLX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | SEBLX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SEBLX vs CSTAX |
Lowest Drawdown Alternatives to SEBLX
SEBLX has a 1-year max drawdown of -8.30%. There are 453 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 | SEBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SEBLX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SEBLX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SEBLX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SEBLX vs CSTAX |
Other Mutual Funds from Touchstone
The 10 most viewed Touchstone mutual funds shown here include TSFIX, SWRLX, SENCX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Touchstone Small Cap Fund | Small Cap Blend Equities | 36 | 12.61% | — | Sep 2009 | SEBLX vs TSFIX | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 94 | 21.39% | — | Mar 1993 | SEBLX vs SWRLX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 29 | 4.94% | — | Jan 1934 | SEBLX vs SENCX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 10 | 3.65% | — | Jan 2003 | SEBLX vs TMCPX | |
| Touchstone Mid Cap Growth Fund | Mid Cap Growth Equities | 13 | 10.78% | — | Oct 1994 | SEBLX vs TEGAX | |
| Touchstone Small Company Fund | Small Cap Blend Equities | 64 | 15.00% | — | Mar 1993 | SEBLX vs SAGWX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 1.91% | — | Mar 1994 | SEBLX vs TSDOX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 52 | 12.58% | — | Dec 1997 | SEBLX vs TEQAX | |
| Touchstone Mid Cap Value Fund | Mid Cap Value Equities | 76 | 15.96% | — | Sep 2009 | SEBLX vs TCVIX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 66 | 11.86% | — | Jul 2014 | SEBLX vs TLCIX |
Often Compared With SEBLX
Investors most often compare SEBLX with PDIAX, JDBAX, ABALX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare SEBLX with Any Fund or Stock
Compare SEBLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SEBLX with funds that move differently
Touchstone Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SEBLX.
Explore SEBLX Diversifiers