Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VGWIX
VGWIX charges 0.41% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VGWIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VGWIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VGWIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VGWIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VGWIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VGWIX vs FYMIX |
Best Risk-Adjusted Alternatives to VGWIX
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 | VGWIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VGWIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VGWIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | VGWIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VGWIX vs PMAIX |
Top Performing VGWIX Alternatives (YTD)
VGWIX 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 | VGWIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | VGWIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | VGWIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | VGWIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | VGWIX vs CONWX |
Lowest Volatility Alternatives to VGWIX
VGWIX 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 | VGWIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | VGWIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VGWIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | VGWIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | VGWIX vs SICIX |
Lowest Drawdown Alternatives to VGWIX
VGWIX 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 | VGWIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VGWIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VGWIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VGWIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VGWIX vs SICIX |
Other Mutual Funds from Vanguard
Most popular Vanguard mutual funds on PortfoliosLab, across asset classes.
Often Compared With VGWIX
What investors most often compare with VGWIX, 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.