Vanguard Mega Cap Value Index Fund Institutional Shares (VMVLX) Alternatives
Vanguard Mega Cap Value Index Fund Institutional Shares (VMVLX) 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 VMVLX. 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 VMVLX
VMVLX charges 0.06% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among VMVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | VMVLX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | VMVLX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | VMVLX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | VMVLX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | VMVLX vs VVIAX |
Best Risk-Adjusted Alternatives to VMVLX
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 | VMVLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | VMVLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | VMVLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | VMVLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | VMVLX vs VALAX |
Top Performing VMVLX Alternatives (YTD)
VMVLX 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 | VMVLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | VMVLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | VMVLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | VMVLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | VMVLX vs HFCVX |
Lowest Volatility Alternatives to VMVLX
VMVLX 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 | VMVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | VMVLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | VMVLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | VMVLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | VMVLX vs ACIIX |
Lowest Drawdown Alternatives to VMVLX
VMVLX 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 | VMVLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | VMVLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | VMVLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | VMVLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | VMVLX vs PSECX |
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Often Compared With VMVLX
What investors most often compare with VMVLX, based on PortfoliosLab usage data.
Compare VMVLX with Any Fund or Stock
Compare VMVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.