Vanguard Value Index Fund (VIVAX) Alternatives
Vanguard Value Index Fund (VIVAX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VIVAX. 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 VIVAX
VIVAX charges 0.17% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among VIVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | VIVAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | VIVAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | VIVAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | VIVAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | VIVAX vs TILVX |
Best Risk-Adjusted Alternatives to VIVAX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | VIVAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | VIVAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | VIVAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | VIVAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | VIVAX vs VALAX |
Top Performing VIVAX Alternatives (YTD)
VIVAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | VIVAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | VIVAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | VIVAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | VIVAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | VIVAX vs HFCVX |
Lowest Volatility Alternatives to VIVAX
VIVAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | VIVAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | VIVAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | VIVAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | VIVAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | VIVAX vs ACIIX |
Lowest Drawdown Alternatives to VIVAX
VIVAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | VIVAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | VIVAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | VIVAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | VIVAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | VIVAX vs PSECX |
Other Mutual Funds from Vanguard
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Often Compared With VIVAX
What investors most often compare with VIVAX, based on PortfoliosLab usage data.
Compare VIVAX with Any Fund or Stock
Compare VIVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.