Vanguard Capital Opportunity Fund Investor Shares (VHCOX) Alternatives
Vanguard Capital Opportunity Fund Investor Shares (VHCOX) belongs to the Mid 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 VHCOX. 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 VHCOX
VHCOX charges 0.43% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among VHCOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | VHCOX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | VHCOX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | VHCOX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | VHCOX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VHCOX vs VMGMX |
Best Risk-Adjusted Alternatives to VHCOX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 92 | Oct 5, 2000 | VHCOX vs TAAGX | |
| Needham Growth Fund | 84 | Jan 2, 1996 | VHCOX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 78 | Jul 31, 2019 | VHCOX vs CTIGX | |
| Essex Environmental Opportunities Fund | 75 | Sep 1, 2017 | VHCOX vs EEOFX | |
| Baron Focused Growth Fund | 75 | Jun 30, 2008 | VHCOX vs BFGFX |
Top Performing VHCOX Alternatives (YTD)
VHCOX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 52.24% | May 4, 2007 | VHCOX vs LSHAX | |
| Kinetics Paradigm Fund | 38.76% | Dec 31, 1999 | VHCOX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 22.52% | Jan 31, 2006 | VHCOX vs KMKNX | |
| Kinetics Market Opportunities Fund | 22.43% | Jan 31, 2006 | VHCOX vs KMKAX | |
| Needham Growth Fund | 15.68% | Jan 2, 1996 | VHCOX vs NEEGX |
Lowest Volatility Alternatives to VHCOX
VHCOX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.84% | — | VHCOX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.98% | May 26, 2010 | VHCOX vs BQMGX | |
| Villere Equity Fund | 16.35% | May 31, 2013 | VHCOX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 17.00% | Mar 1, 1950 | VHCOX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.70% | Dec 31, 1996 | VHCOX vs VSNGX |
Lowest Drawdown Alternatives to VHCOX
VHCOX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | VHCOX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | VHCOX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | VHCOX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | VHCOX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | VHCOX vs VLEQX |
Other Mutual Funds from Vanguard
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Often Compared With VHCOX
What investors most often compare with VHCOX, based on PortfoliosLab usage data.
Compare VHCOX with Any Fund or Stock
Compare VHCOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.