Vanguard Target Retirement 2040 Fund (VFORX) Alternatives
Vanguard Target Retirement 2040 Fund (VFORX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VFORX. 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 VFORX
VFORX charges 0.08% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among VFORX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | VFORX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | VFORX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | VFORX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | VFORX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | VFORX vs FCQTX |
Best Risk-Adjusted Alternatives to VFORX
Among mutual funds in the Target Retirement Date 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 | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | VFORX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | VFORX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | VFORX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | VFORX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | VFORX vs FRHMX |
Top Performing VFORX Alternatives (YTD)
VFORX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | VFORX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | VFORX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | VFORX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | VFORX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | VFORX vs FYTKX |
Lowest Volatility Alternatives to VFORX
VFORX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | VFORX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | VFORX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | VFORX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | VFORX vs FRKMX | |
| Fidelity Managed Retirement Income Fund | 4.59% | Aug 30, 2007 | VFORX vs FIRMX |
Lowest Drawdown Alternatives to VFORX
VFORX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | VFORX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | VFORX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | VFORX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | VFORX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | VFORX vs FRHMX |
Other Mutual Funds from Vanguard
Most popular Vanguard mutual funds on PortfoliosLab, across asset classes.
Often Compared With VFORX
What investors most often compare with VFORX, based on PortfoliosLab usage data.
Compare VFORX with Any Fund or Stock
Compare VFORX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.