Vanguard 500 Index Fund Investor Shares (VFINX) Alternatives
Vanguard 500 Index Fund Investor Shares (VFINX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VFINX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to VFINX
VFINX charges 0.14% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among VFINX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | VFINX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | VFINX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | VFINX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | VFINX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | VFINX vs SSEYX |
Best Risk-Adjusted Alternatives to VFINX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | VFINX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | VFINX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | VFINX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | VFINX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | VFINX vs DHAMX |
Top Performing VFINX Alternatives (YTD)
VFINX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | VFINX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | VFINX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | VFINX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | VFINX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | VFINX vs RCKSX |
Lowest Volatility Alternatives to VFINX
VFINX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | VFINX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | VFINX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | VFINX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | VFINX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | VFINX vs QUERX |
Lowest Drawdown Alternatives to VFINX
VFINX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | VFINX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | VFINX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | VFINX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | VFINX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | VFINX vs GQEIX |
Other Mutual Funds from Vanguard
Most popular Vanguard mutual funds on PortfoliosLab, across asset classes.
Often Compared With VFINX
What investors most often compare with VFINX, based on PortfoliosLab usage data.
Compare VFINX with Any Fund or Stock
Compare VFINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.