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 a closer substitute for your current allocation.
Cheapest Alternatives to VBIAX
VBIAX charges 0.07% annually. There are 7 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 | VBIAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VBIAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | VBIAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VBIAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VBIAX vs VTMFX |
Best Risk-Adjusted Alternatives to VBIAX
VBIAX has a PortfoliosLab risk / return rank of 59. There are 285 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 | VBIAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VBIAX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | VBIAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VBIAX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | VBIAX vs FSRRX |
Top Performing VBIAX Alternatives (YTD)
VBIAX is at 6.08% YTD. There are 293 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 | VBIAX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | VBIAX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | VBIAX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | VBIAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | VBIAX vs MHELX |
Lowest Volatility Alternatives to VBIAX
VBIAX has 8.55% 1-year volatility. There are 247 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 | VBIAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | VBIAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | VBIAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | VBIAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | VBIAX vs CSTAX |
Lowest Drawdown Alternatives to VBIAX
VBIAX has a 1-year max drawdown of -5.83%. There are 210 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 | VBIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VBIAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VBIAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VBIAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VBIAX 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 VBIAX
Investors most often compare VBIAX with FBALX, VSMGX, VWIAX. These 20 comparison targets span 5 categories, 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.
Pair VBIAX with funds that move differently
Vanguard Balanced Index Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VBIAX.
Explore VBIAX Diversifiers