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 a closer substitute for your current allocation.
Cheapest Alternatives to VGWLX
VGWLX charges 0.42% annually. There are 153 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 | VGWLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VGWLX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VGWLX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | VGWLX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VGWLX vs BWBIX |
Best Risk-Adjusted Alternatives to VGWLX
VGWLX has a PortfoliosLab risk / return rank of 78. There are 89 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 | VGWLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VGWLX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VGWLX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 96 | — | Jan 1998 | VGWLX vs EKBAX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | VGWLX vs FIQDX |
Top Performing VGWLX Alternatives (YTD)
VGWLX is at 10.46% YTD. There are 70 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 37.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 37.09% | — | Jan 1998 | VGWLX vs EKBAX | |
| Greenspring Fund | 21.22% | — | Jun 1983 | VGWLX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | VGWLX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | VGWLX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 17.17% | — | Dec 2019 | VGWLX vs BLNDX |
Lowest Volatility Alternatives to VGWLX
VGWLX has 7.92% 1-year volatility. There are 236 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 | VGWLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | VGWLX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | VGWLX vs SICIX | |
| Ave Maria Bond Fund | 2.92% | — | Apr 2003 | VGWLX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | VGWLX vs CSTAX |
Lowest Drawdown Alternatives to VGWLX
VGWLX has a 1-year max drawdown of -6.68%. There are 318 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 | VGWLX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | VGWLX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | VGWLX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | VGWLX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | VGWLX 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 VGWLX
Investors most often compare VGWLX with FPURX, VGWIX, VWENX. These 20 comparison targets span 9 categories, 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.
Pair VGWLX with funds that move differently
Vanguard Global Wellington Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGWLX.
Explore VGWLX Diversifiers