Vanguard Equity Income Fund Investor Shares (VEIPX) belongs to the Dividend 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 5 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | 0.07% | 129.60B | Dec 2013 | VEIPX vs VDADX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.08% | 96.20B | Feb 2019 | VEIPX vs VHYAX | |
| Vanguard International High Dividend Yield Index F... | 0.16% | 20.40B | Mar 2016 | VEIPX vs VIHAX | |
| Vanguard Equity Income Fund Admiral Shares | 0.19% | 65.40B | Aug 2001 | VEIPX vs VEIRX | |
| Vanguard Dividend Growth Fund | 0.20% | 35.70B | May 1992 | VEIPX vs VDIGX |
Best Risk-Adjusted Alternatives to VEIPX
VEIPX has a PortfoliosLab risk / return rank of 86. There are 25 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund Cla... | 94 | — | Mar 2005 | VEIPX vs SVAAX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | VEIPX vs VIHAX | |
| Goldman Sachs Equity Income Fund | 94 | — | Feb 1993 | VEIPX vs GSGRX | |
| Russell Investments Equity Income Fund | 93 | — | Mar 2000 | VEIPX vs REAYX | |
| Pioneer Multi-Asset Income Fund A | 93 | — | Dec 2011 | VEIPX vs PMAIX |
Top Performing VEIPX Alternatives (YTD)
VEIPX is at 11.80% YTD. There are 47 mutual funds in the Dividend category with higher YTD returns, going as high as 20.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Sustainable Equity Income Fund | 20.50% | — | Jan 2013 | VEIPX vs TRDIX | |
| Allspring Emerging Markets Equity Income Fund | 19.85% | — | May 2012 | VEIPX vs EQIIX | |
| Goldman Sachs Equity Income Fund | 18.64% | — | Feb 1993 | VEIPX vs GSGRX | |
| Russell Investments Equity Income Fund | 17.91% | — | Mar 2000 | VEIPX vs REAYX | |
| MFS Equity Income Fund | 17.78% | — | Sep 2012 | VEIPX vs EQNIX |
Lowest Volatility Alternatives to VEIPX
VEIPX has 10.26% 1-year volatility. There are 22 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 5.96% | — | Dec 2011 | VEIPX vs PMAIX | |
| American Funds The Income Fund of America Class A | 7.40% | — | Dec 1973 | VEIPX vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 8.18% | — | Jul 1987 | VEIPX vs CAIFX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | VEIPX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | VEIPX vs ACIIX |
Lowest Drawdown Alternatives to VEIPX
VEIPX has a 1-year max drawdown of -7.15%. There are 28 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -4.07% | — | Dec 2011 | VEIPX vs PMAIX | |
| Federated Hermes Strategic Value Dividend Fund Cla... | -4.71% | — | Mar 2005 | VEIPX vs SVAAX | |
| John Hancock Premium Dividend Fund | -5.38% | — | Dec 1989 | VEIPX vs PDT | |
| Goldman Sachs Equity Income Fund | -5.48% | — | Feb 1993 | VEIPX vs GSGRX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -5.51% | — | Nov 2012 | VEIPX vs CDDYX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 7 categories. AUM among these funds goes as high as $2T.
Often Compared With VEIPX
Investors most often compare VEIPX with VYM, SCHD, VWINX. These 20 comparison targets span 7 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