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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | VEIPX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VEIPX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VEIPX vs SWLVX | |
| 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 70. There are 168 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 | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | VEIPX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | VEIPX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | VEIPX vs AVLVX |
Top Performing VEIPX Alternatives (YTD)
VEIPX is at 10.64% YTD. There are 216 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | VEIPX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | VEIPX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | VEIPX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | VEIPX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | VEIPX vs YAFFX |
Lowest Volatility Alternatives to VEIPX
VEIPX has 10.31% 1-year volatility. There are 61 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | VEIPX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | VEIPX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | VEIPX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | VEIPX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | VEIPX vs TMMAX |
Lowest Drawdown Alternatives to VEIPX
VEIPX has a 1-year max drawdown of -7.15%. There are 144 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | VEIPX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VEIPX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VEIPX vs BUFBX | |
| 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