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