Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) 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 VGWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VGWIX
VGWIX charges 0.41% annually. There are 147 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 | VGWIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VGWIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | VGWIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VGWIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VGWIX vs VTMFX |
Best Risk-Adjusted Alternatives to VGWIX
VGWIX has a PortfoliosLab risk / return rank of 69. There are 159 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 | VGWIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | VGWIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VGWIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | VGWIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | VGWIX vs AOBLX |
Top Performing VGWIX Alternatives (YTD)
VGWIX is at 5.04% YTD. There are 405 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 | VGWIX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | VGWIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | VGWIX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | VGWIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | VGWIX vs TIBIX |
Lowest Volatility Alternatives to VGWIX
VGWIX has 5.18% 1-year volatility. There are 56 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 | VGWIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | VGWIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | VGWIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VGWIX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | VGWIX vs CSTAX |
Lowest Drawdown Alternatives to VGWIX
VGWIX has a 1-year max drawdown of -4.59%. There are 101 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 | VGWIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VGWIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VGWIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VGWIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VGWIX 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 VGWIX
Investors most often compare VGWIX with VWINX, VGWLX, IRTR. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VGWIX with Any Fund or Stock
Compare VGWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VGWIX with funds that move differently
Vanguard Global Wellesley Income Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGWIX.
Explore VGWIX Diversifiers