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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VGYAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | VGYAX vs FYMIX | |
| 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 59. There are 302 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 | 98 | — | Dec 2002 | VGYAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | VGYAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | VGYAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | VGYAX vs AYBLX |
Top Performing VGYAX Alternatives (YTD)
VGYAX is at 4.40% YTD. There are 407 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | VGYAX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | VGYAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | VGYAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | VGYAX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | VGYAX vs SMIFX |
Lowest Volatility Alternatives to VGYAX
VGYAX has 5.20% 1-year volatility. There are 58 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | VGYAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | VGYAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | VGYAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VGYAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | VGYAX vs CSTAX |
Lowest Drawdown Alternatives to VGYAX
VGYAX has a 1-year max drawdown of -4.55%. There are 99 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | VGYAX vs FSRKX |
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 13 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