Vanguard Equity Income Fund Investor Shares (VEIPX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VEIPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VEIPX
VEIPX charges 0.28% annually. There are 25 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | VEIPX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VEIPX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | VEIPX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | VEIPX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | VEIPX vs TILVX |
Best Risk-Adjusted Alternatives to VEIPX
VEIPX has a PortfoliosLab risk / return rank of 67. There are 123 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | VEIPX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | VEIPX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | VEIPX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | VEIPX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | VEIPX vs SABTX |
Top Performing VEIPX Alternatives (YTD)
VEIPX is at 9.70% YTD. There are 141 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 31.39% | — | May 1997 | VEIPX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | VEIPX vs PKAIX | |
| Al Frank Fund | 21.52% | — | May 2006 | VEIPX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 20.67% | — | Jun 2022 | VEIPX vs AVLVX | |
| AMG Yacktman Fund | 20.51% | — | Jul 1992 | VEIPX vs YACKX |
Lowest Volatility Alternatives to VEIPX
VEIPX has 10.25% 1-year volatility. There are 80 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.91% | — | Sep 2017 | VEIPX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | VEIPX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | VEIPX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.08% | — | Nov 1997 | VEIPX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.08% | — | Feb 1996 | VEIPX vs FALIX |
Lowest Drawdown Alternatives to VEIPX
VEIPX has a 1-year max drawdown of -7.15%. There are 147 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | VEIPX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | VEIPX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VEIPX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | VEIPX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VEIPX vs SVAIX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VEIPX
Investors most often compare VEIPX with VYM, SCHD, VHYAX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare VEIPX with Any Fund or Stock
Compare VEIPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VEIPX with funds that move differently
Vanguard Equity Income Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VEIPX.
Explore VEIPX Diversifiers