Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX) 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 VTMFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VTMFX
VTMFX charges 0.05% annually. There are 4 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 | VTMFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VTMFX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | VTMFX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VTMFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VTMFX vs BWBIX |
Best Risk-Adjusted Alternatives to VTMFX
VTMFX has a PortfoliosLab risk / return rank of 67. There are 194 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 | VTMFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VTMFX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | VTMFX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VTMFX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | VTMFX vs FSRRX |
Top Performing VTMFX Alternatives (YTD)
VTMFX is at 4.67% YTD. There are 389 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | VTMFX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | VTMFX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | VTMFX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | VTMFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | VTMFX vs MHELX |
Lowest Volatility Alternatives to VTMFX
VTMFX has 6.67% 1-year volatility. There are 142 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 | VTMFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | VTMFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | VTMFX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | VTMFX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | VTMFX vs CSTAX |
Lowest Drawdown Alternatives to VTMFX
VTMFX has a 1-year max drawdown of -5.38%. There are 165 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 | VTMFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VTMFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VTMFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VTMFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VTMFX 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 VTMFX
Investors most often compare VTMFX with VTCLX, VWENX, VWINX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VTMFX with Any Fund or Stock
Compare VTMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VTMFX with funds that move differently
Vanguard Tax-Managed Balanced Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VTMFX.
Explore VTMFX Diversifiers