VALIC Company I Moderate Growth Lifestyle Fund (VLSMX) 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 VLSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VLSMX
VLSMX charges 0.12% annually. There are 38 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 | VLSMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VLSMX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VLSMX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | VLSMX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | VLSMX vs FYMIX |
Best Risk-Adjusted Alternatives to VLSMX
VLSMX has a PortfoliosLab risk / return rank of 59. There are 308 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 | VLSMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VLSMX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VLSMX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | VLSMX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | VLSMX vs FSRRX |
Top Performing VLSMX Alternatives (YTD)
VLSMX is at 5.58% YTD. There are 322 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | VLSMX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | VLSMX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | VLSMX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | VLSMX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | VLSMX vs BRUFX |
Lowest Volatility Alternatives to VLSMX
VLSMX has 8.12% 1-year volatility. There are 210 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 | VLSMX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | VLSMX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | VLSMX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | VLSMX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | VLSMX vs CSTAX |
Lowest Drawdown Alternatives to VLSMX
VLSMX has a 1-year max drawdown of -6.29%. There are 264 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 | VLSMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VLSMX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VLSMX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VLSMX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VLSMX vs CSTAX |
Other Mutual Funds from VALIC
The 10 most viewed VALIC mutual funds shown here include VCNIX, VGLSX, VSTIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VALIC Company I Nasdaq-100 Index Fund | Large Cap Growth Equities | 38 | 11.40% | — | Oct 2000 | VLSMX vs VCNIX | |
| VALIC Company I Global Strategy Fund | Global Allocation | 86 | 9.36% | — | Dec 2005 | VLSMX vs VGLSX | |
| VALIC Company I Stock Index Fund | Large Cap Blend Equities | 61 | 9.14% | — | Apr 1987 | VLSMX vs VSTIX | |
| VALIC Company I Mid Cap Strategic Growth Fund | Mid Cap Growth Equities | 15 | 9.83% | — | Dec 2004 | VLSMX vs VMSGX | |
| VALIC Company I Science & Technology Fund | Technology Equities | 29 | 18.07% | — | Apr 1994 | VLSMX vs VCSTX | |
| VALIC Company I Growth Fund | Large Cap Growth Equities | 14 | 5.14% | — | Dec 2005 | VLSMX vs VCULX | |
| VALIC Company I Systematic Value Fund | Large Cap Value Equities | 93 | 19.39% | — | Dec 2005 | VLSMX vs VBCVX | |
| VALIC Company I Small Cap Value Fund | Small Cap Value Equities | 89 | 21.87% | — | Aug 2006 | VLSMX vs VVSCX | |
| VALIC Company I Blue Chip Growth Fund | Large Cap Growth Equities | 10 | -1.67% | — | Nov 2000 | VLSMX vs VCBCX | |
| VALIC Company I International Equities Index Fund | Foreign Large Cap Equities | 64 | 12.38% | — | Oct 1989 | VLSMX vs VCIEX |
Often Compared With VLSMX
Investors most often compare VLSMX with VCSLX, VCGAX, VCIFX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare VLSMX with Any Fund or Stock
Compare VLSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VLSMX with funds that move differently
VALIC Company I Moderate Growth Lifestyle Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VLSMX.
Explore VLSMX Diversifiers