Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) 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 VGYAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VGYAX
VGYAX charges 0.28% annually. There are 92 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 | VGYAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VGYAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | VGYAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VGYAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VGYAX vs VTMFX |
Best Risk-Adjusted Alternatives to VGYAX
VGYAX has a PortfoliosLab risk / return rank of 70. There are 149 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 | VGYAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | VGYAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VGYAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | VGYAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | VGYAX vs AOBLX |
Top Performing VGYAX Alternatives (YTD)
VGYAX is at 5.09% YTD. There are 402 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | VGYAX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | VGYAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | VGYAX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | VGYAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | VGYAX vs TIBIX |
Lowest Volatility Alternatives to VGYAX
VGYAX has 5.19% 1-year volatility. There are 57 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 | VGYAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | VGYAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | VGYAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VGYAX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | VGYAX vs CSTAX |
Lowest Drawdown Alternatives to VGYAX
VGYAX has a 1-year max drawdown of -4.55%. There are 98 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 | VGYAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VGYAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VGYAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VGYAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VGYAX 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 VGYAX
Investors most often compare VGYAX with VWIAX, VWENX, VGWAX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare VGYAX with Any Fund or Stock
Compare VGYAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VGYAX with funds that move differently
Vanguard Global Wellesley Income Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGYAX.
Explore VGYAX Diversifiers