Looking to diversify beyond VICSX? The mutual funds below have historically moved differently from VICSX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for VICSX
0 mutual funds have low correlation with VICSX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX) (Large Cap Value Equities) with a 1Y correlation of 0.35, up from 0.20 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield Index Fund Admiral Sh... | 0.35 | 0.27 | 0.20 | 91 | Large Cap Value Equities, Dividend | VICSX vs VHYAX | |
| Fidelity Capital & Income Fund | 0.35 | 0.34 | 0.36 | 75 | High Yield Bonds | VICSX vs FAGIX | |
| Vanguard Equity Income Fund Investor Shares | 0.35 | 0.26 | 0.20 | 88 | Dividend, Large Cap Value Equities | VICSX vs VEIPX | |
| Vanguard 500 Index Fund Admiral Shares | 0.39 | 0.28 | 0.23 | 69 | S&P 500, Large Cap Blend Equities | VICSX vs VFIAX | |
| Fidelity 500 Index Fund | 0.41 | 0.27 | 0.23 | 70 | S&P 500 | VICSX vs FXAIX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for VICSX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Amazon.com, Inc (AMZN) (Consumer Cyclical) with a 1Y correlation of 0.29, up from 0.15 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 0.29 | 0.14 | 0.15 | 68 | Consumer Cyclical |
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