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 146 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% | 63.70B | Dec 2000 | VGWIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VGWIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VGWIX vs BWBIX |
Best Risk-Adjusted Alternatives to VGWIX
VGWIX has a PortfoliosLab risk / return rank of 85. There are 51 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 | 98 | — | Dec 2002 | VGWIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VGWIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | VGWIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | VGWIX vs FSRRX |
Top Performing VGWIX Alternatives (YTD)
VGWIX is at 5.69% YTD. There are 315 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 | VGWIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | VGWIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | VGWIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | VGWIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | VGWIX vs BRUFX |
Lowest Volatility Alternatives to VGWIX
VGWIX has 5.18% 1-year volatility. There are 55 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... | 2.81% | — | Nov 2003 | VGWIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | VGWIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | VGWIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | VGWIX vs CSTAX |
Lowest Drawdown Alternatives to VGWIX
VGWIX has a 1-year max drawdown of -4.59%. There are 100 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 11 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