VALIC Company I Asset Allocation Fund (VCAAX) 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 VCAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VCAAX
VCAAX charges 0.63% annually. There are 261 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 | VCAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VCAAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VCAAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | VCAAX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | VCAAX vs FYMIX |
Best Risk-Adjusted Alternatives to VCAAX
VCAAX has a PortfoliosLab risk / return rank of 19. There are 522 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 | VCAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VCAAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VCAAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | VCAAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | VCAAX vs FSRRX |
Top Performing VCAAX Alternatives (YTD)
VCAAX is at 1.76% YTD. There are 526 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | VCAAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | VCAAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | VCAAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | VCAAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | VCAAX vs BRUFX |
Lowest Volatility Alternatives to VCAAX
VCAAX has 8.48% 1-year volatility. There are 243 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 | VCAAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | VCAAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | VCAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | VCAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | VCAAX vs CSTAX |
Lowest Drawdown Alternatives to VCAAX
VCAAX has a 1-year max drawdown of -7.65%. There are 408 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 | VCAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VCAAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VCAAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VCAAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VCAAX vs CSTAX |
Other Mutual Funds from VALIC
The 10 most viewed VALIC mutual funds shown here include VCNIX, VGLSX, VSTIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VALIC Company I Nasdaq-100 Index Fund | Large Cap Growth Equities | 38 | 11.40% | — | Oct 2000 | VCAAX vs VCNIX | |
| VALIC Company I Global Strategy Fund | Global Allocation | 86 | 9.36% | — | Dec 2005 | VCAAX vs VGLSX | |
| VALIC Company I Stock Index Fund | Large Cap Blend Equities | 61 | 9.14% | — | Apr 1987 | VCAAX vs VSTIX | |
| VALIC Company I Mid Cap Strategic Growth Fund | Mid Cap Growth Equities | 15 | 9.83% | — | Dec 2004 | VCAAX vs VMSGX | |
| VALIC Company I Science & Technology Fund | Technology Equities | 29 | 18.07% | — | Apr 1994 | VCAAX vs VCSTX | |
| VALIC Company I Growth Fund | Large Cap Growth Equities | 14 | 5.14% | — | Dec 2005 | VCAAX vs VCULX | |
| VALIC Company I Systematic Value Fund | Large Cap Value Equities | 93 | 19.39% | — | Dec 2005 | VCAAX vs VBCVX | |
| VALIC Company I Small Cap Value Fund | Small Cap Value Equities | 89 | 21.87% | — | Aug 2006 | VCAAX vs VVSCX | |
| VALIC Company I Blue Chip Growth Fund | Large Cap Growth Equities | 10 | -1.67% | — | Nov 2000 | VCAAX vs VCBCX | |
| VALIC Company I International Equities Index Fund | Foreign Large Cap Equities | 64 | 12.38% | — | Oct 1989 | VCAAX vs VCIEX |
Often Compared With VCAAX
Investors most often compare VCAAX with VCIFX, FCSRX, BWBIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare VCAAX with Any Fund or Stock
Compare VCAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VCAAX with funds that move differently
VALIC Company I Asset Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VCAAX.
Explore VCAAX Diversifiers