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Learning, Sharing, and Teaching => Investor Alley => Topic started by: tkc on April 01, 2016, 12:09:33 PM

Title: VASGX vs VWELX
Post by: tkc on April 01, 2016, 12:09:33 PM

I am looking for a balanced Vanguard (buy it and forget it) fund and I am down to 2 options at this point. VASGX looks attractive to me because of its aggressive allocation and I like the 80-20 allocation. However, its returns are not that great. VWELX on the other hand has given good historical returns but is a bit conservative in allocation. I am not sure which one to select. Some suggestions might help.

Title: Re: VASGX vs VWELX
Post by: BarkyardBQ on April 01, 2016, 12:14:58 PM

Those 2 funds have different objectives and different expense ratios. What are your goals, time horizon, and accounts you're using?

Look into VTTSX.

Title: Re: VASGX vs VWELX
Post by: tkc on April 01, 2016, 12:27:38 PM

I am looking for FI in next 10 years. Also I would be investing in a taxable account.

Title: Re: VASGX vs VWELX
Post by: BarkyardBQ on April 01, 2016, 01:11:52 PM

No IRA or 401k?

Title: Re: VASGX vs VWELX
Post by: forummm on April 01, 2016, 01:15:14 PM

Generally the Vanguard Target Retirement Fund that corresponds to the year where you're about 65 is a good "set it and forget it" balanced fund. It starts out more aggressive and then gets more conservative as you age. It's more conservative than I plan to be, but if you insist on only having 1 fund and never rebalancing, then it's a good option.

Title: Re: VASGX vs VWELX
Post by: moustache79 on April 05, 2016, 07:07:30 PM

Im a big fan of vwelx and vwinx for balanced funds.