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 376 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TWBIX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TWBIX vs BWBIX |
Best Risk-Adjusted Alternatives to TWBIX
TWBIX has a PortfoliosLab risk / return rank of 35. There are 465 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 | 96 | — | Dec 2009 | TWBIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | TWBIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | TWBIX vs FSRRX |
Top Performing TWBIX Alternatives (YTD)
TWBIX is at 3.84% YTD. There are 441 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 | TWBIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | TWBIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | TWBIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | TWBIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | TWBIX vs BRUFX |
Lowest Volatility Alternatives to TWBIX
TWBIX has 8.52% 1-year volatility. There are 245 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 | TWBIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | TWBIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | TWBIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | TWBIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TWBIX vs CSTAX |
Lowest Drawdown Alternatives to TWBIX
TWBIX has a 1-year max drawdown of -6.46%. There are 283 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TWBIX vs CSTAX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, ACIHX and span 8 categories. AUM among these funds goes as high as $27B.
Often Compared With TWBIX
Investors most often compare TWBIX with BULIX, FLCOX, SPY. 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