Vanguard LifeStrategy 40/60 Fund (VSCGX) 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 VSCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSCGX
VSCGX charges 0.10% annually. There are 23 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 | VSCGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VSCGX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | VSCGX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VSCGX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VSCGX vs VTMFX |
Best Risk-Adjusted Alternatives to VSCGX
VSCGX has a PortfoliosLab risk / return rank of 58. There are 284 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 | VSCGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | VSCGX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VSCGX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | VSCGX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | VSCGX vs AOBLX |
Top Performing VSCGX Alternatives (YTD)
VSCGX is at 5.16% YTD. There are 393 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 | VSCGX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | VSCGX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | VSCGX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | VSCGX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | VSCGX vs TIBIX |
Lowest Volatility Alternatives to VSCGX
VSCGX has 6.57% 1-year volatility. There are 145 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 | VSCGX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | VSCGX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | VSCGX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VSCGX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | VSCGX vs CSTAX |
Lowest Drawdown Alternatives to VSCGX
VSCGX has a 1-year max drawdown of -5.19%. There are 149 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 | VSCGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VSCGX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VSCGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VSCGX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VSCGX 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 VSCGX
Investors most often compare VSCGX with VSMGX, VWINX, VTINX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare VSCGX with Any Fund or Stock
Compare VSCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSCGX with funds that move differently
Vanguard LifeStrategy 40/60 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSCGX.
Explore VSCGX Diversifiers