Vanguard Wellesley Income Fund Investor Shares (VWINX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VWINX
VWINX charges 0.23% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VWINX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VWINX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VWINX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VWINX vs TSAIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | VWINX vs MAANX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VWINX vs FYMIX |
Best Risk-Adjusted Alternatives to VWINX
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 | VWINX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VWINX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VWINX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | VWINX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VWINX vs PMAIX |
Top Performing VWINX Alternatives (YTD)
VWINX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | VWINX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | VWINX vs AAAAX | |
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | VWINX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | VWINX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | VWINX vs IOEZX |
Lowest Volatility Alternatives to VWINX
VWINX 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 | VWINX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | VWINX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VWINX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | VWINX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | VWINX vs SICIX |
Lowest Drawdown Alternatives to VWINX
VWINX 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 | VWINX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VWINX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VWINX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VWINX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VWINX vs SICIX |
Other Mutual Funds from Vanguard
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Often Compared With VWINX
What investors most often compare with VWINX, 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.