Vanguard LifeStrategy Income Fund (VASIX) 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 VASIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VASIX
VASIX charges 0.11% annually. There are 33 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 | VASIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VASIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VASIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VASIX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VASIX vs VTMFX |
Best Risk-Adjusted Alternatives to VASIX
VASIX has a PortfoliosLab risk / return rank of 49. There are 390 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 | VASIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VASIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | VASIX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | VASIX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | VASIX vs AYBLX |
Top Performing VASIX Alternatives (YTD)
VASIX is at 2.95% YTD. There are 488 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 | VASIX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | VASIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | VASIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | VASIX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | VASIX vs SMIFX |
Lowest Volatility Alternatives to VASIX
VASIX has 4.63% 1-year volatility. There are 26 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 | VASIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | VASIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | VASIX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VASIX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | VASIX vs CSTAX |
Lowest Drawdown Alternatives to VASIX
VASIX has a 1-year max drawdown of -3.90%. There are 48 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 | VASIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VASIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VASIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VASIX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | VASIX vs FSRKX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VASIX
Investors most often compare VASIX with VTIVX, VOO, IRTR. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare VASIX with Any Fund or Stock
Compare VASIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VASIX with funds that move differently
Vanguard LifeStrategy Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VASIX.
Explore VASIX Diversifiers