Vanguard Extended Market Index Fund (VEXMX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VEXMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VEXMX
VEXMX charges 0.19% annually. There are 6 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | VEXMX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | VEXMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | VEXMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | VEXMX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | VEXMX vs VMFGX |
Best Risk-Adjusted Alternatives to VEXMX
VEXMX has a PortfoliosLab risk / return rank of 41. There are 21 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | VEXMX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | VEXMX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | VEXMX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | VEXMX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | VEXMX vs POAGX |
Top Performing VEXMX Alternatives (YTD)
VEXMX is at 15.96% YTD. There are 25 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | VEXMX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | VEXMX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | VEXMX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | VEXMX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | VEXMX vs POAGX |
Lowest Volatility Alternatives to VEXMX
VEXMX has 17.79% 1-year volatility. There are 73 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | VEXMX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | VEXMX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | VEXMX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | VEXMX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | VEXMX vs VLIFX |
Lowest Drawdown Alternatives to VEXMX
VEXMX has a 1-year max drawdown of -10.27%. There are 22 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | VEXMX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | VEXMX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | VEXMX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | VEXMX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VEXMX vs SECUX |
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 VEXMX
Investors most often compare VEXMX with FSMAX, VXF, WSMDX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare VEXMX with Any Fund or Stock
Compare VEXMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VEXMX with funds that move differently
Vanguard Extended Market Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VEXMX.
Explore VEXMX Diversifiers