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
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	Small Cap Blend Equities	Nov 13, 2000	0.05%	17.29%	11.61%	1.19%	58
VSMPX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	Apr 28, 2015	0.02%	10.74%	14.98%	1.07%	61
VSMSX	Vanguard S&P Small-Cap 600 Index Fund Institutiona...	Small Cap Blend Equities	Apr 1, 2011	0.08%	22.40%	11.35%	1.14%	73
VSMVX	Vanguard S&P Small-Cap 600 Value Index Fund Instit...	Small Cap Value Equities	Nov 19, 2014	0.08%	19.86%	10.63%	1.74%	73
VSNGX	JPMorgan Mid Cap Equity Fund	Mid Cap Growth Equities	Dec 31, 1996	0.89%	10.78%	12.05%	5.55%	27
VSORX	Victory Sycamore Small Company Opportunity Fund Cl...	Small Cap Blend Equities	Dec 15, 2015	0.85%	19.98%	10.91%	4.85%	47
VSPGX	Vanguard S&P 500 Growth Index Fund Institutional S...	Large Cap Growth Equities	Apr 5, 2019	0.08%	10.30%	—	0.48%	37
VSPMX	Vanguard S&P Mid-Cap 400 Index Fund Institutional ...	Mid Cap Blend Equities	Mar 28, 2011	0.08%	15.83%	11.37%	1.21%	46
VSPVX	Vanguard S&P 500 Value Index Fund Institutional Sh...	Large Cap Value Equities	Mar 3, 2015	0.08%	9.50%	11.92%	1.69%	72
VSRDX	VALIC Company I U.S. Socially Responsible Fund	Large Cap Blend Equities	Aug 31, 2006	0.35%	15.36%	—	16.88%	61
VSSVX	VALIC Company I Small Cap Special Values Fund	Small Cap Value Equities	Dec 5, 2005	0.87%	16.04%	7.08%	8.66%	20
VSTCX	Vanguard Strategic Small-Cap Equity Fund	Small Cap Blend Equities	Apr 24, 2006	0.26%	23.18%	13.26%	6.13%	86
VSTIX	VALIC Company I Stock Index Fund	Large Cap Blend Equities	Apr 20, 1987	0.29%	9.77%	14.44%	11.66%	63
VSTSX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	Jun 27, 2016	0.01%	10.74%	—	1.07%	61
VTCAX	Vanguard Communication Services Index Fund Admiral...	Technology Equities	Mar 11, 2005	0.10%	-2.57%	8.29%	1.05%	13
VTCIX	Vanguard Tax-Managed Capital Appreciation Fund Ins...	Large Cap Blend Equities	Feb 24, 1999	0.06%	10.16%	15.37%	0.93%	61
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	Sep 6, 1994	0.05%	10.15%	15.34%	0.90%	60
VTIAX	Vanguard Total International Stock Index Fund Admi...	Foreign Large Cap Equities	Nov 29, 2010	0.09%	12.66%	9.75%	2.55%	52
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	Aug 17, 1999	0.07%	13.73%	10.32%	2.55%	52
VTMNX	Vanguard Developed Markets Index Fund Institutiona...	Foreign Large Cap Equities	Jan 4, 2001	0.05%	13.78%	10.35%	2.57%	53

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.

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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 FEMSX (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
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
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 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.