Vanguard Wellington Fund Admiral Shares (VWENX) Alternatives
Vanguard Wellington Fund Admiral Shares (VWENX) 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 VWENX. 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 VWENX
VWENX charges 0.16% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VWENX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VWENX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VWENX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VWENX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VWENX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VWENX vs BWBIX |
Best Risk-Adjusted Alternatives to VWENX
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 | VWENX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VWENX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VWENX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | VWENX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VWENX vs PMAIX |
Top Performing VWENX Alternatives (YTD)
VWENX 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 | VWENX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | VWENX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | VWENX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | VWENX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | VWENX vs CONWX |
Lowest Volatility Alternatives to VWENX
VWENX 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 | VWENX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | VWENX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VWENX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | VWENX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | VWENX vs SICIX |
Lowest Drawdown Alternatives to VWENX
VWENX 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 | VWENX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VWENX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VWENX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VWENX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VWENX vs SICIX |
Other Mutual Funds from Vanguard
Most popular Vanguard mutual funds on PortfoliosLab, across asset classes.
Often Compared With VWENX
What investors most often compare with VWENX, based on PortfoliosLab usage data.
Compare VWENX with Any Fund or Stock
Compare VWENX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.