Vanguard New York Long-Term Tax-Exempt Fund Investor Shares (VNYTX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VNYTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VNYTX
VNYTX charges 0.17% annually. There are 25 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | VNYTX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VNYTX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | VNYTX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | VNYTX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | VNYTX vs FSMUX |
Best Risk-Adjusted Alternatives to VNYTX
VNYTX has a PortfoliosLab risk / return rank of 73. There are 217 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | VNYTX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | VNYTX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | VNYTX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | VNYTX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | VNYTX vs DFSMX |
Top Performing VNYTX Alternatives (YTD)
VNYTX is at 2.21% YTD. There are 67 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 12.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 12.91% | — | Apr 1998 | VNYTX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.28% | — | Nov 2002 | VNYTX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 7.81% | — | Nov 2001 | VNYTX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.99% | — | Mar 1993 | VNYTX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 5.87% | — | Oct 1992 | VNYTX vs MIY |
Lowest Volatility Alternatives to VNYTX
VNYTX has 3.20% 1-year volatility. There are 392 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | VNYTX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | VNYTX vs USMSX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | VNYTX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | VNYTX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | VNYTX vs DFSMX |
Lowest Drawdown Alternatives to VNYTX
VNYTX has a 1-year max drawdown of -3.08%. There are 366 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | VNYTX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | VNYTX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | VNYTX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | VNYTX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | VNYTX vs TFCYX |
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 VNYTX
Investors most often compare VNYTX with VNYUX, NYF, FTFMX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare VNYTX with Any Fund or Stock
Compare VNYTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VNYTX with funds that move differently
Vanguard New York Long-Term Tax-Exempt Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VNYTX.
Explore VNYTX Diversifiers