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SEBLX Touchstone Balanced Fund A

7 lower fee alternatives found

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Fund SEBLX Touchstone Balanced Fund A VGSTX Vanguard STAR Fund Investor FPURX Fidelity Puritan Fund  
100% 89% 94%
Annual Fees
(1.03% Exp. Ratio)
(0.32% Exp. Ratio)
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.53% annual return
$27,659.04 $34,274.48 $31,979.64
Est. savings over 30 yrs +$6,615.44 +$4,320.60
As of 2/28/18
1 YR RETURN 11.51%
3 YR 7.05%
5 YR 8.75%
10 YR 7.16%
1 YR RETURN 14.30%
3 YR 7.16%
5 YR 9.18%
10 YR 7.30%
1 YR RETURN 14.31%
3 YR 7.70%
5 YR 10.56%
10 YR 7.93%
The Fund seeks a conservative combination of stability, income and capital growth through a well diversified portfolio of both stocks and bonds. At least 25% of the Fund's assets will always be invested in fixed income securities.
The Fund seeks balanced return of growth and income by investing in ten other Vanguard Funds. The Fund is designed specifically for tax advantaged accounts such as IRAs and Keoghs.
The Fund seeks income and capital growth consistent with reasonable risk by investing 60% of assets in stocks and other equity securities and the rest in bonds and other debt securities, including lower-quality debt securities, when its outlook is neutral.

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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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