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 a closer substitute for your current allocation.
Cheapest Alternatives to VBAIX
VBAIX charges 0.04% annually. There are 2 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 | VBAIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VBAIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VBAIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VBAIX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VBAIX vs VTMFX |
Best Risk-Adjusted Alternatives to VBAIX
VBAIX has a PortfoliosLab risk / return rank of 59. There are 282 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 | VBAIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VBAIX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | VBAIX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VBAIX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | VBAIX vs FSRRX |
Top Performing VBAIX Alternatives (YTD)
VBAIX is at 6.11% YTD. There are 291 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | VBAIX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | VBAIX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | VBAIX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | VBAIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | VBAIX vs MHELX |
Lowest Volatility Alternatives to VBAIX
VBAIX has 8.56% 1-year volatility. There are 249 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 | VBAIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | VBAIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | VBAIX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | VBAIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | VBAIX vs CSTAX |
Lowest Drawdown Alternatives to VBAIX
VBAIX has a 1-year max drawdown of -5.84%. There are 212 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 | VBAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VBAIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VBAIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VBAIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VBAIX vs CSTAX |
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 VBAIX
Investors most often compare VBAIX with VWENX, AMBFX, VTI. These 20 comparison targets span 12 categories, 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.
Pair VBAIX with funds that move differently
Vanguard Balanced Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VBAIX.
Explore VBAIX Diversifiers