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 a closer substitute for your current allocation.
Cheapest Alternatives to VFORX
VFORX charges 0.08% annually. There are 67 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | VFORX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | VFORX vs PTDIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | VFORX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | VFORX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | VFORX vs PLTZX |
Best Risk-Adjusted Alternatives to VFORX
VFORX has a PortfoliosLab risk / return rank of 65. There are 319 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | VFORX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | VFORX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | VFORX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | VFORX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | VFORX vs FRAMX |
Top Performing VFORX Alternatives (YTD)
VFORX is at 9.41% YTD. There are 315 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | VFORX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | VFORX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | VFORX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | VFORX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | VFORX vs FWLSX |
Lowest Volatility Alternatives to VFORX
VFORX has 10.42% 1-year volatility. There are 319 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | VFORX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | VFORX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | VFORX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | VFORX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | VFORX vs FIKFX |
Lowest Drawdown Alternatives to VFORX
VFORX has a 1-year max drawdown of -7.70%. There are 341 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | VFORX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | VFORX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | VFORX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | VFORX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | VFORX vs FRQKX |
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 VFORX
Investors most often compare VFORX with FBIFX, VTTHX, VOO. These 20 comparison targets span 7 categories, 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.
Pair VFORX with funds that move differently
Vanguard Target Retirement 2040 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VFORX.
Explore VFORX Diversifiers