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 a closer substitute for your current allocation.
Cheapest Alternatives to VWENX
VWENX charges 0.16% annually. There are 56 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 | VWENX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VWENX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | VWENX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VWENX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VWENX vs BWBIX |
Best Risk-Adjusted Alternatives to VWENX
VWENX has a PortfoliosLab risk / return rank of 63. There are 248 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 | VWENX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | VWENX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | VWENX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 93 | — | Sep 2003 | VWENX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | VWENX vs AYBLX |
Top Performing VWENX Alternatives (YTD)
VWENX is at 6.16% YTD. There are 297 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.90% | — | Jan 1998 | VWENX vs EKBAX | |
| Greenspring Fund | 19.62% | — | Jun 1983 | VWENX vs GRSPX | |
| ICON Equity Income Fund | 18.26% | — | May 2004 | VWENX vs IOEZX | |
| MH Elite Small Cap Fund of Funds Fund | 18.12% | — | Aug 1998 | VWENX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.39% | — | Dec 2002 | VWENX vs TIBIX |
Lowest Volatility Alternatives to VWENX
VWENX has 9.02% 1-year volatility. There are 314 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 | VWENX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | VWENX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | VWENX vs SCLAX | |
| Ave Maria Bond Fund | 2.98% | — | Apr 2003 | VWENX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | VWENX vs CSTAX |
Lowest Drawdown Alternatives to VWENX
VWENX has a 1-year max drawdown of -6.77%. There are 326 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 | VWENX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VWENX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VWENX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VWENX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VWENX 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 VWENX
Investors most often compare VWENX with VWIAX, VWINX, VGWAX. These 20 comparison targets span 9 categories, 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.
Pair VWENX with funds that move differently
Vanguard Wellington Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VWENX.
Explore VWENX Diversifiers