Vanguard Balanced Index Fund (VBINX) Alternatives
Vanguard Balanced Index Fund (VBINX) 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 VBINX. 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 VBINX
VBINX charges 0.18% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VBINX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VBINX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VBINX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VBINX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VBINX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VBINX vs BWBIX |
Best Risk-Adjusted Alternatives to VBINX
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 | VBINX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VBINX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VBINX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | VBINX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VBINX vs PMAIX |
Top Performing VBINX Alternatives (YTD)
VBINX 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 | VBINX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | VBINX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | VBINX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | VBINX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | VBINX vs CONWX |
Lowest Volatility Alternatives to VBINX
VBINX 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 | VBINX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | VBINX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VBINX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | VBINX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | VBINX vs SICIX |
Lowest Drawdown Alternatives to VBINX
VBINX 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 | VBINX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VBINX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VBINX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VBINX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VBINX vs SICIX |
Other Mutual Funds from Vanguard
Most popular Vanguard mutual funds on PortfoliosLab, across asset classes.
Often Compared With VBINX
What investors most often compare with VBINX, based on PortfoliosLab usage data.
Compare VBINX with Any Fund or Stock
Compare VBINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.