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 a closer substitute for your current allocation.
Cheapest Alternatives to VHCOX
VHCOX charges 0.43% annually. There are 15 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | VHCOX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | VHCOX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | VHCOX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | VHCOX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | VHCOX vs VMGMX |
Best Risk-Adjusted Alternatives to VHCOX
VHCOX has a PortfoliosLab risk / return rank of 91. There is 1 mutual fund in the Mid Cap Growth Equities category with a higher risk-adjusted rank, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 93 | — | Jan 1996 | VHCOX vs NEEGX | |
| Needham Growth Fund Institutional Class | 91 | — | Dec 2016 | VHCOX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | VHCOX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | VHCOX vs POAGX | |
| Essex Environmental Opportunities Fund | 79 | — | Sep 2017 | VHCOX vs EEOFX |
Top Performing VHCOX Alternatives (YTD)
VHCOX is at 25.43% YTD. There are 7 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 59.35% | — | Jan 1996 | VHCOX vs NEEGX | |
| Needham Growth Fund Institutional Class | 52.41% | — | Dec 2016 | VHCOX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 36.54% | — | Oct 2000 | VHCOX vs TAAGX | |
| Essex Environmental Opportunities Fund | 31.64% | — | Sep 2017 | VHCOX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 26.75% | — | Jul 2019 | VHCOX vs CTIGX |
Lowest Volatility Alternatives to VHCOX
VHCOX has 16.99% 1-year volatility. There are 75 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.32%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.32% | — | May 2013 | VHCOX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.64% | — | May 2021 | VHCOX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | VHCOX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | VHCOX vs VSNGX | |
| Sparrow Growth Fund | 12.95% | — | Oct 1998 | VHCOX vs SGFFX |
Lowest Drawdown Alternatives to VHCOX
VHCOX has a 1-year max drawdown of -12.43%. There are 57 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | VHCOX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | VHCOX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | VHCOX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | VHCOX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VHCOX vs SECUX |
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 VHCOX
Investors most often compare VHCOX with VPMCX, VPMAX, VOO. These 20 comparison targets span 11 categories, 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.
Pair VHCOX with funds that move differently
Vanguard Capital Opportunity Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VHCOX.
Explore VHCOX Diversifiers