Vanguard Global Wellington Fund Investor Shares (VGWLX) Alternatives
Vanguard Global Wellington Fund Investor Shares (VGWLX) 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 VGWLX. 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 VGWLX
VGWLX charges 0.42% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VGWLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VGWLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VGWLX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VGWLX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VGWLX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VGWLX vs BWBIX |
Best Risk-Adjusted Alternatives to VGWLX
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 | VGWLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VGWLX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VGWLX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | VGWLX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VGWLX vs PMAIX |
Top Performing VGWLX Alternatives (YTD)
VGWLX 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 | VGWLX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | VGWLX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | VGWLX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | VGWLX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | VGWLX vs CONWX |
Lowest Volatility Alternatives to VGWLX
VGWLX 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 | VGWLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | VGWLX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VGWLX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | VGWLX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | VGWLX vs SICIX |
Lowest Drawdown Alternatives to VGWLX
VGWLX 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 | VGWLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VGWLX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VGWLX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VGWLX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VGWLX vs SICIX |
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Often Compared With VGWLX
What investors most often compare with VGWLX, based on PortfoliosLab usage data.
Compare VGWLX with Any Fund or Stock
Compare VGWLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.