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 a closer substitute for your current allocation.
Cheapest Alternatives to TWBIX
TWBIX charges 0.91% annually. There are 375 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 | TWBIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TWBIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TWBIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | TWBIX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | TWBIX vs VTMFX |
Best Risk-Adjusted Alternatives to TWBIX
TWBIX has a PortfoliosLab risk / return rank of 40. There are 436 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 | TWBIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TWBIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | TWBIX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | TWBIX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | TWBIX vs AYBLX |
Top Performing TWBIX Alternatives (YTD)
TWBIX is at 4.18% YTD. There are 422 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | TWBIX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | TWBIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | TWBIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | TWBIX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | TWBIX vs SMIFX |
Lowest Volatility Alternatives to TWBIX
TWBIX has 8.33% 1-year volatility. There are 240 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | TWBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | TWBIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | TWBIX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | TWBIX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | TWBIX vs CSTAX |
Lowest Drawdown Alternatives to TWBIX
TWBIX has a 1-year max drawdown of -6.46%. There are 286 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 | TWBIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TWBIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TWBIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TWBIX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | TWBIX vs FSRKX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, BGEIX and span 6 categories. AUM among these funds goes as high as $27B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 17 | 3.79% | 26.59B | Nov 1981 | TWBIX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 19 | 3.14% | 14.71B | Jun 1971 | TWBIX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 21 | -4.97% | 1.76B | Aug 1988 | TWBIX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 24 | 3.87% | 2.12B | May 2006 | TWBIX vs ACFOX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 21 | 3.56% | — | Mar 2022 | TWBIX vs ACIHX | |
| American Century Select Fund | Large Cap Growth Equities | 24 | 3.42% | 6.39B | Jun 1971 | TWBIX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 5 | 5.49% | 5.37B | Nov 1987 | TWBIX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 71 | 2.21% | 1.62B | Dec 1986 | TWBIX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 51 | 7.32% | 6.45B | Aug 1994 | TWBIX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 84 | 12.70% | 1.99B | Dec 1990 | TWBIX vs BIGRX |
Often Compared With TWBIX
Investors most often compare TWBIX with BULIX, SPY, FLCOX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TWBIX with Any Fund or Stock
Compare TWBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TWBIX with funds that move differently
American Century Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TWBIX.
Explore TWBIX Diversifiers