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 Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VLXVX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VLXVX vs BWBIX |
Best Risk-Adjusted Alternatives to VLXVX
VLXVX has a PortfoliosLab risk / return rank of 70. There are 167 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 | 97 | — | Dec 2009 | VLXVX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | VLXVX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | VLXVX vs AYBLX |
Top Performing VLXVX Alternatives (YTD)
VLXVX is at 11.59% YTD. There are 48 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | VLXVX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | VLXVX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | VLXVX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | VLXVX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | VLXVX vs SMIFX |
Lowest Volatility Alternatives to VLXVX
VLXVX has 12.12% 1-year volatility. There are 474 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 | VLXVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | VLXVX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | VLXVX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VLXVX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | VLXVX vs CSTAX |
Lowest Drawdown Alternatives to VLXVX
VLXVX has a 1-year max drawdown of -8.93%. There are 487 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | VLXVX vs FSRKX | |
| 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 |
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