Vanguard Mid Cap Index Fund (VIMSX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VIMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VIMSX
VIMSX charges 0.17% annually. There are 15 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | VIMSX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | VIMSX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | VIMSX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | VIMSX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | VIMSX vs VEMPX |
Best Risk-Adjusted Alternatives to VIMSX
VIMSX has a PortfoliosLab risk / return rank of 35. There are 83 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | VIMSX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | VIMSX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | VIMSX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | VIMSX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | VIMSX vs FZAMX |
Top Performing VIMSX Alternatives (YTD)
VIMSX is at 12.27% YTD. There are 96 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | VIMSX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | VIMSX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | VIMSX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | VIMSX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | VIMSX vs FZAMX |
Lowest Volatility Alternatives to VIMSX
VIMSX has 12.72% 1-year volatility. There are 9 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | VIMSX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | VIMSX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | VIMSX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | VIMSX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | VIMSX vs RSINX |
Lowest Drawdown Alternatives to VIMSX
VIMSX has a 1-year max drawdown of -8.14%. There are 18 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | VIMSX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | VIMSX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | VIMSX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | VIMSX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | VIMSX vs DNLDX |
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 VIMSX
Investors most often compare VIMSX with POAGX, VMVAX, VSMAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VIMSX with Any Fund or Stock
Compare VIMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VIMSX with funds that move differently
Vanguard Mid Cap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VIMSX.
Explore VIMSX Diversifiers