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 144 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VGWIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | VGWIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VGWIX vs BWBIX |
Best Risk-Adjusted Alternatives to VGWIX
VGWIX has a PortfoliosLab risk / return rank of 51. There are 387 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 | 97 | — | Dec 2009 | VGWIX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 97 | — | Sep 2005 | VGWIX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | VGWIX vs FIQDX |
Top Performing VGWIX Alternatives (YTD)
VGWIX is at 3.84% YTD. There are 457 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 32.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 32.52% | — | Jan 1998 | VGWIX vs EKBAX | |
| Greenspring Fund | 20.11% | — | Jun 1983 | VGWIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | VGWIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.20% | — | Dec 2002 | VGWIX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 16.97% | — | Dec 2019 | VGWIX vs BLNDX |
Lowest Volatility Alternatives to VGWIX
VGWIX has 5.05% 1-year volatility. There are 59 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 Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | VGWIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | VGWIX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | VGWIX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | VGWIX vs CSTAX |
Lowest Drawdown Alternatives to VGWIX
VGWIX has a 1-year max drawdown of -4.59%. There are 102 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | VGWIX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | VGWIX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | VGWIX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | VGWIX vs FSRRX |
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