MXXVX Alternatives & Similar Mutual Funds

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 325 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	MXXVX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	MXXVX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	MXXVX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	MXXVX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	MXXVX vs VSMPX

Best Risk-Adjusted Alternatives to MXXVX

MXXVX has a PortfoliosLab risk / return rank of 20. There are 348 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	MXXVX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	MXXVX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	MXXVX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	MXXVX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	MXXVX vs POGSX

Top Performing MXXVX Alternatives (YTD)

MXXVX is at 5.05% YTD. There are 350 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	MXXVX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	MXXVX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	MXXVX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	MXXVX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	MXXVX vs IGIAX

Lowest Volatility Alternatives to MXXVX

MXXVX has 19.70% 1-year volatility. There are 388 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	MXXVX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	MXXVX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	MXXVX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	MXXVX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	MXXVX vs SILVX

Lowest Drawdown Alternatives to MXXVX

MXXVX has a 1-year max drawdown of -12.84%. There are 362 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	MXXVX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	MXXVX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	MXXVX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	MXXVX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	MXXVX vs AMFEX

Often Compared With MXXVX

Investors most often compare MXXVX with FTRIX, DHAMX, FLCKX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	72	10.68%	—	Feb 2008	MXXVX vs FTRIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.82%	—	Dec 2011	MXXVX vs DHAMX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	Large Cap Blend Equities	19	11.95%	—	May 2008	MXXVX vs FLCKX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	MXXVX vs ORDNX
STFGX	State Farm Growth Fund	Large Cap Blend Equities	84	11.87%	—	Mar 1968	MXXVX vs STFGX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	63	9.88%	34.70B	May 2001	MXXVX vs VITPX
POSKX	PrimeCap Odyssey Stock Fund	Large Cap Blend Equities	88	19.75%	—	Nov 2004	MXXVX vs POSKX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	24.97%	—	Jan 2017	MXXVX vs YFSIX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	67	18.47%	—	Dec 2019	MXXVX vs ALSMX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	9.35%	—	Aug 2014	MXXVX vs SSEYX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Low Volatility	—	—	—	Nov 2019	MXXVX vs FULVX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.70%	96.10B	Nov 2001	MXXVX vs VPMAX
FZALX	Fidelity Advisor Mega Cap Stock Fund Class Z	Large Cap Blend Equities	73	10.77%	—	Aug 2013	MXXVX vs FZALX
QCELX	AQR Large Cap Multi-Style Fund	Large Cap Blend Equities	90	18.14%	—	Mar 2013	MXXVX vs QCELX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	61	9.74%	—	Aug 2015	MXXVX vs BKTSX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	69	9.35%	—	Jul 2017	MXXVX vs WBREOX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	MXXVX vs SSSYX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	63	9.35%	144.34B	May 1997	MXXVX vs SWPPX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	S&P 500, Large Cap Blend Equities	63	9.35%	349.70B	Jul 1997	MXXVX vs VIIIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	Low Volatility	61	8.73%	—	May 2015	MXXVX vs FSUVX

Compare MXXVX with Any Fund or Stock

Compare MXXVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Matthew 25 Fund (MXXVX) Alternatives