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 13 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | VIVAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VIVAX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | VIVAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | VIVAX vs TILVX |
Best Risk-Adjusted Alternatives to VIVAX
VIVAX has a PortfoliosLab risk / return rank of 81. There are 64 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | VIVAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | VIVAX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | VIVAX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | VIVAX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | VIVAX vs SABTX |
Top Performing VIVAX Alternatives (YTD)
VIVAX is at 12.20% YTD. There are 90 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | VIVAX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | VIVAX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | VIVAX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | VIVAX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | VIVAX vs PXTIX |
Lowest Volatility Alternatives to VIVAX
VIVAX has 10.09% 1-year volatility. There are 65 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | VIVAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | VIVAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | VIVAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | VIVAX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | VIVAX vs FLCCX |
Lowest Drawdown Alternatives to VIVAX
VIVAX has a 1-year max drawdown of -6.37%. There are 64 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | VIVAX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | VIVAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VIVAX vs HFCVX | |
| 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 6 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