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 a closer substitute for your current allocation.
Cheapest Alternatives to VIVAX
VIVAX charges 0.17% annually. There are 14 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | VIVAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | VIVAX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VIVAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VIVAX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | VIVAX vs VVIAX |
Best Risk-Adjusted Alternatives to VIVAX
VIVAX has a PortfoliosLab risk / return rank of 90. There are 56 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | VIVAX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | VIVAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | VIVAX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | VIVAX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | VIVAX vs PKAIX |
Top Performing VIVAX Alternatives (YTD)
VIVAX is at 14.99% YTD. There are 93 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | VIVAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | VIVAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | VIVAX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | VIVAX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | VIVAX vs NFJEX |
Lowest Volatility Alternatives to VIVAX
VIVAX has 10.38% 1-year volatility. There are 67 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | VIVAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | VIVAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | VIVAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | VIVAX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | VIVAX vs TWEIX |
Lowest Drawdown Alternatives to VIVAX
VIVAX has a 1-year max drawdown of -6.37%. There are 59 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | VIVAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VIVAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VIVAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | VIVAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VIVAX vs SVAIX |
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 VIVAX
Investors most often compare VIVAX with FXAIX, VLCAX, VIG. These 20 comparison targets span 7 categories, 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.
Pair VIVAX with funds that move differently
Vanguard Value Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VIVAX.
Explore VIVAX Diversifiers