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 a closer substitute for your current allocation.
Cheapest Alternatives to VWIAX
VWIAX 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 | VWIAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VWIAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VWIAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | VWIAX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VWIAX vs VTMFX |
Best Risk-Adjusted Alternatives to VWIAX
VWIAX has a PortfoliosLab risk / return rank of 49. There are 382 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 | VWIAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VWIAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | VWIAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | VWIAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | VWIAX vs AYBLX |
Top Performing VWIAX Alternatives (YTD)
VWIAX is at 3.19% YTD. There are 477 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | VWIAX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | VWIAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | VWIAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | VWIAX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | VWIAX vs SMIFX |
Lowest Volatility Alternatives to VWIAX
VWIAX has 5.24% 1-year volatility. There are 61 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | VWIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | VWIAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | VWIAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VWIAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | VWIAX vs CSTAX |
Lowest Drawdown Alternatives to VWIAX
VWIAX has a 1-year max drawdown of -4.15%. There are 63 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 | VWIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VWIAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VWIAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VWIAX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | VWIAX vs FSRKX |
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 VWIAX
Investors most often compare VWIAX with VWENX, VEIRX, SCHD. These 20 comparison targets span 12 categories, 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.
Pair VWIAX with funds that move differently
Vanguard Wellesley Income Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VWIAX.
Explore VWIAX Diversifiers