John Hancock Balanced Fund (SVBAX) Alternatives
John Hancock Balanced Fund (SVBAX) 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 SVBAX. 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 SVBAX
SVBAX charges 1.03% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SVBAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SVBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SVBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SVBAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SVBAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | SVBAX vs MAANX |
Best Risk-Adjusted Alternatives to SVBAX
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 | SVBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SVBAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SVBAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SVBAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SVBAX vs PMAIX |
Top Performing SVBAX Alternatives (YTD)
SVBAX 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 | SVBAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SVBAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SVBAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SVBAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SVBAX vs CONWX |
Lowest Volatility Alternatives to SVBAX
SVBAX 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 | SVBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SVBAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SVBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SVBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SVBAX vs SICIX |
Lowest Drawdown Alternatives to SVBAX
SVBAX 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 | SVBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SVBAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SVBAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SVBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SVBAX vs SICIX |
Other Mutual Funds from John Hancock
Most popular John Hancock mutual funds on PortfoliosLab, across asset classes.
Often Compared With SVBAX
What investors most often compare with SVBAX, based on PortfoliosLab usage data.
Compare SVBAX with Any Fund or Stock
Compare SVBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.