Vanguard Global Wellington Fund Admiral Shares (VGWAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VGWAX
VGWAX charges 0.29% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VGWAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VGWAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VGWAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VGWAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VGWAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VGWAX vs BWBIX |
Best Risk-Adjusted Alternatives to VGWAX
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 | VGWAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VGWAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VGWAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | VGWAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VGWAX vs PMAIX |
Top Performing VGWAX Alternatives (YTD)
VGWAX 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 | VGWAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | VGWAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | VGWAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | VGWAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | VGWAX vs CONWX |
Lowest Volatility Alternatives to VGWAX
VGWAX 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 | VGWAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | VGWAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VGWAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | VGWAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | VGWAX vs SICIX |
Lowest Drawdown Alternatives to VGWAX
VGWAX 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 | VGWAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VGWAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VGWAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VGWAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VGWAX vs SICIX |
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Often Compared With VGWAX
What investors most often compare with VGWAX, 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.