Vanguard Equity Income Fund Admiral Shares (VEIRX) 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 VEIRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VEIRX
VEIRX charges 0.19% annually. There are 14 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 | VEIRX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VEIRX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VEIRX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | VEIRX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | VEIRX vs TILVX |
Best Risk-Adjusted Alternatives to VEIRX
VEIRX has a PortfoliosLab risk / return rank of 59. There are 172 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 | VEIRX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | VEIRX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | VEIRX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | VEIRX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | VEIRX vs AVLVX |
Top Performing VEIRX Alternatives (YTD)
VEIRX is at 8.18% YTD. There are 223 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | VEIRX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | VEIRX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | VEIRX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | VEIRX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | VEIRX vs NPRTX |
Lowest Volatility Alternatives to VEIRX
VEIRX has 10.40% 1-year volatility. There are 66 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | VEIRX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | VEIRX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | VEIRX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | VEIRX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | VEIRX vs TMMAX |
Lowest Drawdown Alternatives to VEIRX
VEIRX has a 1-year max drawdown of -7.13%. There are 140 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 | VEIRX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VEIRX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VEIRX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | VEIRX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VEIRX 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 VEIRX
Investors most often compare VEIRX with SCHD, VOO, VWENX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare VEIRX with Any Fund or Stock
Compare VEIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VEIRX with funds that move differently
Vanguard Equity Income Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VEIRX.
Explore VEIRX Diversifiers