Volumetric Fund (VOLMX) Alternatives
Volumetric Fund (VOLMX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VOLMX. 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 VOLMX
VOLMX charges 1.89% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among VOLMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | VOLMX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | VOLMX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | VOLMX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | VOLMX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | VOLMX vs SSSYX |
Best Risk-Adjusted Alternatives to VOLMX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | VOLMX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | VOLMX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | VOLMX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | VOLMX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | VOLMX vs DHAMX |
Top Performing VOLMX Alternatives (YTD)
VOLMX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | VOLMX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | VOLMX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | VOLMX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | VOLMX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | VOLMX vs RCKSX |
Lowest Volatility Alternatives to VOLMX
VOLMX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | VOLMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | VOLMX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | VOLMX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | VOLMX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | VOLMX vs QUERX |
Lowest Drawdown Alternatives to VOLMX
VOLMX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | VOLMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | VOLMX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | VOLMX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | VOLMX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | VOLMX vs GQEIX |
Often Compared With VOLMX
What investors most often compare with VOLMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Value Index Fund | Large Cap Value Equities | 57 | 1.61% | Nov 2, 1992 | VOLMX vs VIVAX | |
| FPA Crescent Fund | Diversified Portfolio | 72 | -3.27% | Jun 1, 1993 | VOLMX vs FPACX | |
| Edison International | 75 | 23.72% | — | VOLMX vs EIX | ||
| Eli Lilly and Company | 51 | -14.27% | — | VOLMX vs LLY | ||
| Vanguard S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.17% | Apr 5, 2019 | VOLMX vs VOOG | |
| NRG Energy, Inc. | 77 | -7.94% | — | VOLMX vs NRG | ||
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | VOLMX vs SPY | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | VOLMX vs SCHD | |
| 3M Company | 42 | -8.88% | — | VOLMX vs MMM |
Compare VOLMX with Any Fund or Stock
Compare VOLMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.