Vanguard Global Wellington Fund Admiral Shares (VGWAX) 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 VGWAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VGWAX
VGWAX charges 0.29% annually. There are 93 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 | VGWAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VGWAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VGWAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | VGWAX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VGWAX vs BWBIX |
Best Risk-Adjusted Alternatives to VGWAX
VGWAX has a PortfoliosLab risk / return rank of 91. There are 17 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 | VGWAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VGWAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VGWAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | VGWAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | VGWAX vs FSRRX |
Top Performing VGWAX Alternatives (YTD)
VGWAX is at 11.64% YTD. There are 34 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 | VGWAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | VGWAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | VGWAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | VGWAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | VGWAX vs BRUFX |
Lowest Volatility Alternatives to VGWAX
VGWAX has 8.28% 1-year volatility. There are 223 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 | VGWAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | VGWAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | VGWAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | VGWAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | VGWAX vs CSTAX |
Lowest Drawdown Alternatives to VGWAX
VGWAX has a 1-year max drawdown of -6.67%. There are 314 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 | VGWAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VGWAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VGWAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VGWAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VGWAX 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 VGWAX
Investors most often compare VGWAX with VWENX, VGYAX, VWICX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare VGWAX with Any Fund or Stock
Compare VGWAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VGWAX with funds that move differently
Vanguard Global Wellington Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGWAX.
Explore VGWAX Diversifiers