BNY Mellon Balanced Opportunity Fund (THPBX) 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 THPBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to THPBX
THPBX charges 0.90% annually. There are 371 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 | THPBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | THPBX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | THPBX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | THPBX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | THPBX vs FYMIX |
Best Risk-Adjusted Alternatives to THPBX
THPBX has a PortfoliosLab risk / return rank of 34. There are 467 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 | THPBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | THPBX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | THPBX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | THPBX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | THPBX vs FSRRX |
Top Performing THPBX Alternatives (YTD)
THPBX is at 4.45% YTD. There are 395 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 | THPBX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | THPBX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | THPBX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | THPBX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | THPBX vs BRUFX |
Lowest Volatility Alternatives to THPBX
THPBX has 9.26% 1-year volatility. There are 321 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 | THPBX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | THPBX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | THPBX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | THPBX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | THPBX vs CSTAX |
Lowest Drawdown Alternatives to THPBX
THPBX has a 1-year max drawdown of -7.50%. There are 398 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 | THPBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | THPBX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | THPBX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | THPBX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | THPBX vs CSTAX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, PEOPX, DAGVX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 26 | 6.39% | — | May 1951 | THPBX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 59 | 9.07% | — | Jan 1990 | THPBX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 88 | 16.28% | — | Sep 1995 | THPBX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 62 | 9.24% | — | Sep 1993 | THPBX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 88 | 16.46% | — | May 2001 | THPBX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 85 | 22.39% | — | Oct 2003 | THPBX vs DNLAX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 37 | 18.40% | — | Oct 1997 | THPBX vs DTGRX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 82 | 6.81% | — | May 2010 | THPBX vs DRRIX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 82 | 21.34% | — | Jun 1997 | THPBX vs DISSX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 15 | 8.30% | — | Jun 2013 | THPBX vs DBMYX |
Often Compared With THPBX
Investors most often compare THPBX with BLNDX, FSRTX, MHELX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare THPBX with Any Fund or Stock
Compare THPBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair THPBX with funds that move differently
BNY Mellon Balanced Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to THPBX.
Explore THPBX Diversifiers