Equity Mutual Funds List

Number of Funds: 3,612
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.62%
Avg. 1 Year Return: 20.40%
Median Risk/Return Score: 42 / 100

3529 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
VGELX	Vanguard Energy Fund Admiral Shares	Energy Equities	Nov 12, 2001	0.33%	16.41%	8.73%	7.42%	72
VGENX	Vanguard Energy Opportunities Fund Investor Shares	Energy Equities	May 23, 1984	0.45%	16.36%	8.63%	7.37%	71
VGHAX	Vanguard Health Care Fund Admiral Shares	Health & Biotech Equities	Nov 12, 2001	0.27%	7.51%	10.07%	6.20%	70
VGHCX	Vanguard Health Care Fund Investor Shares	Health & Biotech Equities	May 23, 1984	0.33%	7.48%	10.16%	6.15%	70
VGIAX	Vanguard Growth and Income Fund Admiral Shares	Large Cap Blend Equities	May 14, 2001	0.28%	8.55%	15.13%	9.98%	50
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	May 23, 1984	0.36%	13.66%	9.71%	3.43%	89
VGRIX	JPMorgan U.S. Value Fund	Large Cap Value Equities	Sep 23, 1987	0.94%	13.99%	12.57%	4.54%	78
VGTSX	Vanguard Total International Stock Index Fund Inve...	Foreign Large Cap Equities, Large Cap Blend Equities	Apr 29, 1996	0.17%	12.60%	9.68%	2.48%	51
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	Large Cap Growth Equities	Nov 12, 2001	0.32%	25.07%	17.50%	7.77%	88
VHCIX	Vanguard Health Care Index Fund Admiral Shares	Health & Biotech Equities	Feb 5, 2004	0.10%	8.02%	10.55%	1.53%	54
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	Mid Cap Growth Equities	Aug 14, 1995	0.43%	25.02%	17.42%	7.69%	88
VHGEX	Vanguard Global Equity Fund	Global Equities	Aug 14, 1995	0.45%	6.84%	11.87%	11.59%	25
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	Oct 29, 1999	1.04%	2.29%	18.96%	12.41%	11
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	Large Cap Value Equities, Dividend	Feb 7, 2019	0.08%	12.51%	—	2.25%	78
VIAAX	Vanguard International Dividend Appreciation Index...	Foreign Large Cap Equities	Mar 2, 2016	0.16%	5.03%	7.97%	2.03%	10
VICEX	USA Mutuals Vice Fund	Global Equities	Aug 29, 2002	1.59%	6.53%	5.35%	12.49%	14
VIDGX	Vanguard International Dividend Growth Fund	Foreign Large Cap Equities	Nov 15, 2023	0.55%	5.37%	—	1.65%	9
VIEIX	Vanguard Extended Market Index Fund Institutional ...	Mid Cap Blend Equities	Jul 7, 1997	0.05%	17.05%	12.46%	1.01%	47
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	Nov 13, 2000	0.05%	5.51%	17.86%	0.38%	21
VIGIX	Vanguard Growth Index Fund Institutional Shares	Large Cap Growth Equities	May 14, 1998	0.04%	5.52%	17.87%	0.40%	21

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

Loading charts...

Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are VARBX (99) and ARKVX (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
VARBX	Vivaldi Merger Arbitrage Fund Class I	99	—	Oct 2015
ARKVX	ARK Venture Fund	99	—	Sep 2022
MERIX	The Merger Fund Class I	98	—	Aug 2013
ARBNX	The Arbitrage Fund Class Institutional	97	—	Oct 2003
FBDIX	Franklin Biotechnology Discovery Fund	97	—	Sep 1997

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (47.60%). Across the lineup, Equity Mutual funds show an average 1-year return of 20.40% and an average 5-year return of 8.61%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	47.60%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	40.89%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	38.11%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	37.75%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	37.42%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FSGEX (0.01%). With an average expense ratio of 0.95%, Equity Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (875.90%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.62%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
EGFIX	Edgewood Growth Fund	875.90%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	179.19%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	159.79%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	154.21%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,974 Mutual funds Multi-Asset · 1,520 Mutual funds Alternatives · 134 Mutual funds Real Estate · 114 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.