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 a closer substitute for your current allocation.
Cheapest Alternatives to VFINX
VFINX charges 0.14% annually. There are 49 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | VFINX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | VFINX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | VFINX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | VFINX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | VFINX vs BKTSX |
Best Risk-Adjusted Alternatives to VFINX
VFINX has a PortfoliosLab risk / return rank of 51. There are 175 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | VFINX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | VFINX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | VFINX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | VFINX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | VFINX vs RESGX |
Top Performing VFINX Alternatives (YTD)
VFINX is at 8.14% YTD. There are 162 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | VFINX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | VFINX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | VFINX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | VFINX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | VFINX vs ALSMX |
Lowest Volatility Alternatives to VFINX
VFINX has 12.57% 1-year volatility. There are 135 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | VFINX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | VFINX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | VFINX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | VFINX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | VFINX vs FSUVX |
Lowest Drawdown Alternatives to VFINX
VFINX has a 1-year max drawdown of -8.92%. There are 150 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | VFINX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | VFINX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | VFINX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | VFINX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | VFINX vs QUERX |
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 VFINX
Investors most often compare VFINX with FCNTX, VOO, SPY. These 20 comparison targets span 14 categories, 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.
Pair VFINX with funds that move differently
Vanguard 500 Index Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VFINX.
Explore VFINX Diversifiers