Matthew 25 Fund (MXXVX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MXXVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXXVX
MXXVX charges 1.07% annually. There are 335 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MXXVX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MXXVX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MXXVX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MXXVX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | MXXVX vs VIIIX |
Best Risk-Adjusted Alternatives to MXXVX
MXXVX has a PortfoliosLab risk / return rank of 29. There are 320 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | MXXVX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | MXXVX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | MXXVX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | MXXVX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | MXXVX vs GTLOX |
Top Performing MXXVX Alternatives (YTD)
MXXVX is at 9.53% YTD. There are 263 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | MXXVX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | MXXVX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | MXXVX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | MXXVX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | MXXVX vs RESGX |
Lowest Volatility Alternatives to MXXVX
MXXVX has 19.15% 1-year volatility. There are 395 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | MXXVX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | MXXVX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | MXXVX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | MXXVX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | MXXVX vs JEPIX |
Lowest Drawdown Alternatives to MXXVX
MXXVX has a 1-year max drawdown of -12.84%. There are 369 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | MXXVX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MXXVX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MXXVX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MXXVX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MXXVX vs QUERX |
Often Compared With MXXVX
Investors most often compare MXXVX with DHAMX, FTRIX, FLCKX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MXXVX with Any Fund or Stock
Compare MXXVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXXVX with funds that move differently
Matthew 25 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXXVX.
Explore MXXVX Diversifiers