Vanguard Explorer Value Fund (VEVFX) belongs to the Small 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 VEVFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VEVFX
VEVFX charges 0.52% annually. There are 12 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | VEVFX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | VEVFX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | VEVFX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | VEVFX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | VEVFX vs VRTVX |
Best Risk-Adjusted Alternatives to VEVFX
VEVFX has a PortfoliosLab risk / return rank of 56. There are 68 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | VEVFX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | VEVFX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | VEVFX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | VEVFX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | VEVFX vs AVALX |
Top Performing VEVFX Alternatives (YTD)
VEVFX is at 17.12% YTD. There are 69 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | VEVFX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | VEVFX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | VEVFX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | VEVFX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | VEVFX vs WSCVX |
Lowest Volatility Alternatives to VEVFX
VEVFX has 17.72% 1-year volatility. There are 68 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | VEVFX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | VEVFX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | VEVFX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | VEVFX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | VEVFX vs ARSMX |
Lowest Drawdown Alternatives to VEVFX
VEVFX has a 1-year max drawdown of -10.31%. There are 69 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | VEVFX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | VEVFX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | VEVFX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | VEVFX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | VEVFX vs TSLTX |
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 VEVFX
Investors most often compare VEVFX with VASVX, KARS, VOO. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare VEVFX with Any Fund or Stock
Compare VEVFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VEVFX with funds that move differently
Vanguard Explorer Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VEVFX.
Explore VEVFX Diversifiers