Vanguard Balanced Index Fund Institutional Shares (VBAIX) Alternatives
Vanguard Balanced Index Fund Institutional Shares (VBAIX) 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 VBAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to VBAIX
VBAIX charges 0.06% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VBAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VBAIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VBAIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VBAIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VBAIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VBAIX vs FYMIX |
Best Risk-Adjusted Alternatives to VBAIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | VBAIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VBAIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VBAIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | VBAIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VBAIX vs PMAIX |
Top Performing VBAIX Alternatives (YTD)
VBAIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | VBAIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | VBAIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | VBAIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | VBAIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | VBAIX vs CONWX |
Lowest Volatility Alternatives to VBAIX
VBAIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | VBAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | VBAIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VBAIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | VBAIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | VBAIX vs SICIX |
Lowest Drawdown Alternatives to VBAIX
VBAIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | VBAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VBAIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VBAIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VBAIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VBAIX vs SICIX |
Other Mutual Funds from Vanguard
Most popular Vanguard mutual funds on PortfoliosLab, across asset classes.
Often Compared With VBAIX
What investors most often compare with VBAIX, based on PortfoliosLab usage data.
Compare VBAIX with Any Fund or Stock
Compare VBAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.