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 0.40% annually. There are 13 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 | |
| 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% | 34.80B | Sep 2011 | VHCOX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | VHCOX vs VMFGX |
Best Risk-Adjusted Alternatives to VHCOX
VHCOX has a PortfoliosLab risk / return rank of 84. No mutual funds in the Mid Cap Growth Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 78.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PRIMECAP Odyssey Aggressive Growth Fund | 78 | — | Nov 2004 | VHCOX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 76 | — | Jun 1998 | VHCOX vs MGOYX | |
| USAA Extended Market Index Fund | 66 | — | Oct 2000 | VHCOX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 66 | — | Oct 2000 | VHCOX vs TAAGX | |
| Needham Growth Fund | 57 | — | Jan 1996 | VHCOX vs NEEGX |
Top Performing VHCOX Alternatives (YTD)
VHCOX is at 20.17% YTD. There are 7 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 34.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 34.81% | — | Dec 2016 | VHCOX vs NEEIX | |
| Needham Growth Fund | 34.50% | — | Jan 1996 | VHCOX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 32.50% | — | May 2007 | VHCOX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.18% | — | Oct 2000 | VHCOX vs TAAGX | |
| Kinetics Paradigm Fund | 21.61% | — | Dec 1999 | VHCOX vs WWNPX |
Lowest Volatility Alternatives to VHCOX
VHCOX has 20.13% 1-year volatility. There are 105 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.18% | — | May 2021 | VHCOX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | VHCOX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | VHCOX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | VHCOX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | VHCOX vs PMEGX |
Lowest Drawdown Alternatives to VHCOX
VHCOX has a 1-year max drawdown of -12.43%. There are 48 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | VHCOX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | VHCOX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | VHCOX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VHCOX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | VHCOX vs FAMVX |
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 12 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