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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VBINX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | VBINX vs FYMIX | |
| 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 218 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 | 98 | — | Dec 2002 | VBINX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | VBINX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | VBINX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | VBINX vs AYBLX |
Top Performing VBINX Alternatives (YTD)
VBINX is at 6.32% YTD. There are 279 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | VBINX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | VBINX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | VBINX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | VBINX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | VBINX vs SMIFX |
Lowest Volatility Alternatives to VBINX
VBINX has 8.39% 1-year volatility. There are 248 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | VBINX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | VBINX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | VBINX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VBINX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | VBINX vs CSTAX |
Lowest Drawdown Alternatives to VBINX
VBINX has a 1-year max drawdown of -5.84%. There are 215 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | VBINX vs FSRKX |
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