Vanguard Wellesley Income Fund Investor Shares (VWINX) 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 VWINX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VWINX
VWINX charges 0.22% annually. There are 72 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 | VWINX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VWINX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VWINX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VWINX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VWINX vs VTMFX |
Best Risk-Adjusted Alternatives to VWINX
VWINX has a PortfoliosLab risk / return rank of 49. There are 386 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 | VWINX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VWINX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | VWINX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | VWINX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | VWINX vs AYBLX |
Top Performing VWINX Alternatives (YTD)
VWINX is at 3.15% YTD. There are 480 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 | VWINX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | VWINX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | VWINX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | VWINX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | VWINX vs SMIFX |
Lowest Volatility Alternatives to VWINX
VWINX has 5.21% 1-year volatility. There are 59 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 | VWINX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | VWINX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | VWINX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VWINX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | VWINX vs CSTAX |
Lowest Drawdown Alternatives to VWINX
VWINX has a 1-year max drawdown of -4.16%. There are 64 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 | VWINX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VWINX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VWINX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VWINX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | VWINX 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 VWINX
Investors most often compare VWINX with VTINX, VWENX, VSCGX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare VWINX with Any Fund or Stock
Compare VWINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VWINX with funds that move differently
Vanguard Wellesley Income Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VWINX.
Explore VWINX Diversifiers