Vanguard Target Retirement 2065 Fund (VLXVX) 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 VLXVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VLXVX
VLXVX charges 0.08% annually. There are 8 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 | VLXVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VLXVX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VLXVX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | VLXVX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VLXVX vs BWBIX |
Best Risk-Adjusted Alternatives to VLXVX
VLXVX has a PortfoliosLab risk / return rank of 71. There are 156 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 | VLXVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VLXVX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VLXVX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | VLXVX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | VLXVX vs FSRRX |
Top Performing VLXVX Alternatives (YTD)
VLXVX is at 10.02% YTD. There are 66 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 | VLXVX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | VLXVX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | VLXVX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | VLXVX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | VLXVX vs BRUFX |
Lowest Volatility Alternatives to VLXVX
VLXVX has 12.61% 1-year volatility. There are 477 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 | VLXVX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | VLXVX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | VLXVX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | VLXVX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | VLXVX vs CSTAX |
Lowest Drawdown Alternatives to VLXVX
VLXVX has a 1-year max drawdown of -8.93%. There are 485 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 | VLXVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VLXVX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VLXVX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VLXVX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VLXVX 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 VLXVX
Investors most often compare VLXVX with VOO, FFIJX, FFSFX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VLXVX with Any Fund or Stock
Compare VLXVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VLXVX with funds that move differently
Vanguard Target Retirement 2065 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VLXVX.
Explore VLXVX Diversifiers