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PIBAX Prudential Balanced A

3 lower fee alternatives found

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Fund PIBAX Prudential Balanced A VBIAX Vanguard Balanced Index Adm VWELX Vanguard Wellington™ Inv  
100% 88% 85%
Annual Fees
(1.23% Exp. Ratio)
(0.08% Exp. Ratio)
(0.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.18% annual return
$23,599.08 $33,397.67 $31,639.11
Est. savings over 30 yrs +$9,798.59 +$8,040.04
As of 9/30/16
1 YR RETURN 10.15%
3 YR 7.74%
5 YR 10.93%
10 YR 5.56%
1 YR RETURN 11.20%
3 YR 7.97%
5 YR 11.01%
10 YR 6.78%
1 YR RETURN 11.95%
3 YR 7.92%
5 YR 11.50%
10 YR 7.13%
The investment seeks income and long-term growth of capital. The fund invests in a portfolio of equity, fixed-income and money market securities that is actively managed to capitalize on opportunities created by perceived misvaluation. It will invest 45% to 70% of its total assets in equity and equity-related securities. The fund invests 30% to 55% of its total assets in fixed-income securities. It may invest up to 15% of its total assets in equity-related securities of small companies.
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market. The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets, the fund seeks to track the investment performance of the CRSP U.S. Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Barclays U.S. Aggregate Float Adjusted Index.
The investment seeks to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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