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 94 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | VGWAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VGWAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VGWAX vs VTMFX |
Best Risk-Adjusted Alternatives to VGWAX
VGWAX has a PortfoliosLab risk / return rank of 84. There are 30 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 | 97 | — | Dec 2002 | VGWAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VGWAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | VGWAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | VGWAX vs AOBLX |
Top Performing VGWAX Alternatives (YTD)
VGWAX is at 10.70% YTD. There are 77 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 | VGWAX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | VGWAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | VGWAX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | VGWAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | VGWAX vs TIBIX |
Lowest Volatility Alternatives to VGWAX
VGWAX has 8.25% 1-year volatility. There are 234 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... | 2.83% | — | Nov 2003 | VGWAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | VGWAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VGWAX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | VGWAX vs CSTAX |
Lowest Drawdown Alternatives to VGWAX
VGWAX has a 1-year max drawdown of -6.67%. There are 315 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 13 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