Vanguard Capital Opportunity Fund Admiral Shares (VHCAX) belongs to the Large 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 VHCAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VHCAX
VHCAX charges 0.32% annually. There are 26 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | VHCAX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | VHCAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | VHCAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | VHCAX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | VHCAX vs TILIX |
Best Risk-Adjusted Alternatives to VHCAX
VHCAX has a PortfoliosLab risk / return rank of 86. There are 4 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | VHCAX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | VHCAX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | VHCAX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | VHCAX vs CHASX | |
| Fidelity OTC Portfolio Class K | 86 | — | May 2008 | VHCAX vs FOCKX |
Top Performing VHCAX Alternatives (YTD)
VHCAX is at 22.66% YTD. There are 11 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | VHCAX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | VHCAX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | VHCAX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | VHCAX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | VHCAX vs CHAIX |
Lowest Volatility Alternatives to VHCAX
VHCAX has 19.47% 1-year volatility. There are 338 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | VHCAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | VHCAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | VHCAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | VHCAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | VHCAX vs GQEPX |
Lowest Drawdown Alternatives to VHCAX
VHCAX has a 1-year max drawdown of -12.42%. There are 114 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | VHCAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | VHCAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | VHCAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | VHCAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | VHCAX vs DNVYX |
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 VHCAX
Investors most often compare VHCAX with VPMAX, VOO, SPY. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare VHCAX with Any Fund or Stock
Compare VHCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VHCAX with funds that move differently
Vanguard Capital Opportunity Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VHCAX.
Explore VHCAX Diversifiers