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 a closer substitute for your current allocation.
Cheapest Alternatives to SVBAX
SVBAX charges 1.03% annually. There are 425 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 | SVBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SVBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SVBAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SVBAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | SVBAX vs FYMIX |
Best Risk-Adjusted Alternatives to SVBAX
SVBAX has a PortfoliosLab risk / return rank of 91. There are 20 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 | SVBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SVBAX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | SVBAX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SVBAX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | SVBAX vs FSRKX |
Top Performing SVBAX Alternatives (YTD)
SVBAX is at 10.58% YTD. There are 92 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | SVBAX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | SVBAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | SVBAX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | SVBAX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | SVBAX vs DGIFX |
Lowest Volatility Alternatives to SVBAX
SVBAX has 8.21% 1-year volatility. There are 280 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 | SVBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | SVBAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | SVBAX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | SVBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | SVBAX vs CSTAX |
Lowest Drawdown Alternatives to SVBAX
SVBAX has a 1-year max drawdown of -5.57%. There are 179 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 | SVBAX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | SVBAX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | SVBAX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | SVBAX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | SVBAX vs FSRRX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include JAAAX, JVMIX, JFIVX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.37% | — | Jan 2009 | SVBAX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 24 | 7.14% | — | Jun 1997 | SVBAX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 73 | 11.56% | — | Nov 2012 | SVBAX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 7 | 3.84% | — | Dec 1989 | SVBAX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 84 | 16.63% | — | Jan 1997 | SVBAX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 26 | 0.39% | — | Nov 1973 | SVBAX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 37 | 26.05% | — | May 2019 | SVBAX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 18 | 3.25% | — | Oct 1984 | SVBAX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 38 | 19.09% | — | Dec 2013 | SVBAX vs JCCIX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 13.49% | — | Apr 2014 | SVBAX vs JAKVX |
Often Compared With SVBAX
Investors most often compare SVBAX with ABALX, AMBFX, JANBX. These 20 comparison targets span 13 categories, 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.
Pair SVBAX with funds that move differently
John Hancock Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SVBAX.
Explore SVBAX Diversifiers