Vanguard Value Index Fund Institutional Shares (VIVIX) 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 VIVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VIVIX
VIVIX charges 0.03% annually. There is 1 mutual fund in the Large Cap Value Equities category with a lower expense ratio, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | VIVIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VIVIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VIVIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | VIVIX vs VVIAX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | VIVIX vs TILVX |
Best Risk-Adjusted Alternatives to VIVIX
VIVIX has a PortfoliosLab risk / return rank of 89. There are 53 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 | VIVIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | VIVIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | VIVIX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | VIVIX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | VIVIX vs AVLVX |
Top Performing VIVIX Alternatives (YTD)
VIVIX is at 15.98% YTD. There are 70 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | VIVIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | VIVIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | VIVIX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | VIVIX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | VIVIX vs YAFFX |
Lowest Volatility Alternatives to VIVIX
VIVIX has 10.37% 1-year volatility. There are 66 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 | VIVIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | VIVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | VIVIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | VIVIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | VIVIX vs TMMAX |
Lowest Drawdown Alternatives to VIVIX
VIVIX has a 1-year max drawdown of -6.36%. There are 56 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 | VIVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VIVIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VIVIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | VIVIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VIVIX 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 VIVIX
Investors most often compare VIVIX with VIIIX, VFTNX, SPY. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VIVIX with Any Fund or Stock
Compare VIVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VIVIX with funds that move differently
Vanguard Value Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VIVIX.
Explore VIVIX Diversifiers