Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VTMFX
VTMFX charges 0.09% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VTMFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VTMFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VTMFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VTMFX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VTMFX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VTMFX vs BWBIX |
Best Risk-Adjusted Alternatives to VTMFX
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 | VTMFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VTMFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VTMFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | VTMFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VTMFX vs PMAIX |
Top Performing VTMFX Alternatives (YTD)
VTMFX 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 | VTMFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | VTMFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | VTMFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | VTMFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | VTMFX vs CONWX |
Lowest Volatility Alternatives to VTMFX
VTMFX 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 | VTMFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | VTMFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VTMFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | VTMFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | VTMFX vs SICIX |
Lowest Drawdown Alternatives to VTMFX
VTMFX 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 | VTMFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VTMFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VTMFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VTMFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VTMFX vs SICIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 51 | -9.12% | Jan 18, 2000 | VTMFX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 7 | -11.11% | Feb 4, 2004 | VTMFX vs VFAIX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | VTMFX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | VTMFX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | VTMFX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | VTMFX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | VTMFX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | VTMFX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | VTMFX vs BDJ | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | VTMFX vs BDMIX |
Often Compared With VTMFX
What investors most often compare with VTMFX, 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.