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 a closer substitute for your current allocation.
Cheapest Alternatives to VBINX
VBINX charges 0.18% annually. There are 64 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 | VBINX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VBINX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | VBINX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VBINX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VBINX vs VTMFX |
Best Risk-Adjusted Alternatives to VBINX
VBINX has a PortfoliosLab risk / return rank of 66. There are 195 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 | VBINX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | VBINX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VBINX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | VBINX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | VBINX vs AOBLX |
Top Performing VBINX Alternatives (YTD)
VBINX is at 7.10% YTD. There are 247 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | VBINX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | VBINX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | VBINX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | VBINX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | VBINX vs TIBIX |
Lowest Volatility Alternatives to VBINX
VBINX has 8.36% 1-year volatility. There are 244 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 | VBINX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | VBINX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | VBINX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VBINX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | VBINX vs CSTAX |
Lowest Drawdown Alternatives to VBINX
VBINX has a 1-year max drawdown of -5.84%. There are 213 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 | VBINX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VBINX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VBINX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VBINX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VBINX 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 VBINX
Investors most often compare VBINX with FBALX, VGSTX, FMSDX. These 20 comparison targets span 9 categories, 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.
Pair VBINX with funds that move differently
Vanguard Balanced Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VBINX.
Explore VBINX Diversifiers