American Century Balanced Fund (TWBIX) Alternatives
American Century Balanced Fund (TWBIX) 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 TWBIX. 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 TWBIX
TWBIX charges 0.91% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TWBIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TWBIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TWBIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TWBIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | TWBIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TWBIX vs BWBIX |
Best Risk-Adjusted Alternatives to TWBIX
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 | TWBIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TWBIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TWBIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TWBIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TWBIX vs PMAIX |
Top Performing TWBIX Alternatives (YTD)
TWBIX 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 | TWBIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TWBIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TWBIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TWBIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TWBIX vs CONWX |
Lowest Volatility Alternatives to TWBIX
TWBIX 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 | TWBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TWBIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TWBIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TWBIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TWBIX vs SICIX |
Lowest Drawdown Alternatives to TWBIX
TWBIX 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 | TWBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TWBIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TWBIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TWBIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TWBIX vs SICIX |
Other Mutual Funds from American Century
Most popular American Century mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 20 | -12.28% | Nov 2, 1981 | TWBIX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 22 | -13.48% | Jun 30, 1971 | TWBIX vs TWCGX | |
| American Century Global Gold Fund | Precious Metals | 90 | -0.90% | Aug 16, 1988 | TWBIX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 36 | -14.41% | May 31, 2006 | TWBIX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 27 | -12.29% | Jun 30, 1971 | TWBIX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 9 | -10.01% | Nov 10, 1987 | TWBIX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 30 | -0.79% | Dec 29, 1986 | TWBIX vs BCHYX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 55 | -1.93% | Dec 17, 1990 | TWBIX vs BIGRX | |
| American Century Equity Income Fund | Large Cap Value Equities | 44 | 2.58% | Aug 1, 1994 | TWBIX vs TWEIX | |
| American Century Utilities Fund | Utilities Equities | 81 | 9.37% | Feb 28, 1993 | TWBIX vs BULIX |
Often Compared With TWBIX
What investors most often compare with TWBIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | TWBIX vs SPY | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | TWBIX vs SCHG | |
| Fidelity Large Cap Value Index Fund | Large Cap Value Equities | 50 | -0.05% | Jun 7, 2016 | TWBIX vs FLCOX | |
| Permanent Portfolio Permanent Portfolio | Diversified Portfolio | 91 | 2.72% | Nov 30, 1982 | TWBIX vs PRPFX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | TWBIX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | TWBIX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | TWBIX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | TWBIX vs QBDSX |
Compare TWBIX with Any Fund or Stock
Compare TWBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.