Vanguard LifeStrategy Moderate Growth Fund (VSMGX) Alternatives
Vanguard LifeStrategy Moderate Growth Fund (VSMGX) 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 VSMGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to VSMGX
VSMGX charges 0.13% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VSMGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VSMGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VSMGX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VSMGX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VSMGX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VSMGX vs BWBIX |
Best Risk-Adjusted Alternatives to VSMGX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | VSMGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VSMGX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VSMGX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | VSMGX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VSMGX vs PMAIX |
Top Performing VSMGX Alternatives (YTD)
VSMGX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | VSMGX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | VSMGX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | VSMGX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | VSMGX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | VSMGX vs CONWX |
Lowest Volatility Alternatives to VSMGX
VSMGX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | VSMGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | VSMGX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VSMGX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | VSMGX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | VSMGX vs SICIX |
Lowest Drawdown Alternatives to VSMGX
VSMGX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | VSMGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VSMGX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VSMGX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VSMGX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VSMGX vs SICIX |
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Often Compared With VSMGX
What investors most often compare with VSMGX, based on PortfoliosLab usage data.
Compare VSMGX with Any Fund or Stock
Compare VSMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.