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 a closer substitute for your current allocation.
Cheapest Alternatives to VMVLX
VMVLX charges 0.06% annually. There are 6 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 | VMVLX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | VMVLX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VMVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VMVLX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | VMVLX vs TILVX |
Best Risk-Adjusted Alternatives to VMVLX
VMVLX has a PortfoliosLab risk / return rank of 94. There are 56 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | VMVLX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | VMVLX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | VMVLX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | VMVLX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | VMVLX vs LSVVX |
Top Performing VMVLX Alternatives (YTD)
VMVLX is at 16.75% YTD. There are 94 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | VMVLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | VMVLX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | VMVLX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | VMVLX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | VMVLX vs AVLVX |
Lowest Volatility Alternatives to VMVLX
VMVLX has 10.33% 1-year volatility. There are 57 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | VMVLX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | VMVLX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | VMVLX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | VMVLX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | VMVLX vs ACIIX |
Lowest Drawdown Alternatives to VMVLX
VMVLX has a 1-year max drawdown of -6.41%. There are 61 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 | VMVLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VMVLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VMVLX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | VMVLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VMVLX 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 VMVLX
Investors most often compare VMVLX with VIVAX, VMVAX, VMVIX. These 20 comparison targets span 13 categories, 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.
Pair VMVLX with funds that move differently
Vanguard Mega Cap Value Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VMVLX.
Explore VMVLX Diversifiers