Vanguard Balanced Index Fund Admiral Shares (VBIAX) Alternatives
Vanguard Balanced Index Fund Admiral Shares (VBIAX) 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 VBIAX. 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 VBIAX
VBIAX charges 0.07% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VBIAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VBIAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VBIAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VBIAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VBIAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VBIAX vs FYMIX |
Best Risk-Adjusted Alternatives to VBIAX
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 | VBIAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VBIAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VBIAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | VBIAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VBIAX vs PMAIX |
Top Performing VBIAX Alternatives (YTD)
VBIAX 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 | VBIAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | VBIAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | VBIAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | VBIAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | VBIAX vs CONWX |
Lowest Volatility Alternatives to VBIAX
VBIAX 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 | VBIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | VBIAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VBIAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | VBIAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | VBIAX vs SICIX |
Lowest Drawdown Alternatives to VBIAX
VBIAX 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 | VBIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VBIAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VBIAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VBIAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VBIAX vs SICIX |
Other Mutual Funds from Vanguard
Most popular Vanguard mutual funds on PortfoliosLab, across asset classes.
Often Compared With VBIAX
What investors most often compare with VBIAX, based on PortfoliosLab usage data.
Compare VBIAX with Any Fund or Stock
Compare VBIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.