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 a closer substitute for your current allocation.
Cheapest Alternatives to VOLMX
VOLMX charges 1.89% annually. There are 392 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | VOLMX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | VOLMX vs VIIIX |
Best Risk-Adjusted Alternatives to VOLMX
VOLMX has a PortfoliosLab risk / return rank of 22. There are 333 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | VOLMX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | VOLMX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | VOLMX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | VOLMX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | VOLMX vs RESGX |
Top Performing VOLMX Alternatives (YTD)
VOLMX is at 9.68% YTD. There are 76 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | VOLMX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | VOLMX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | VOLMX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | VOLMX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | VOLMX vs ALSMX |
Lowest Volatility Alternatives to VOLMX
VOLMX has 12.08% 1-year volatility. There are 80 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | VOLMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | VOLMX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | VOLMX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | VOLMX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | VOLMX vs FSUVX |
Lowest Drawdown Alternatives to VOLMX
VOLMX has a 1-year max drawdown of -8.67%. There are 96 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | VOLMX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | VOLMX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | VOLMX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | VOLMX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | VOLMX vs QUERX |
Often Compared With VOLMX
Investors most often compare VOLMX with FPACX, VIVAX, EIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare VOLMX with Any Fund or Stock
Compare VOLMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VOLMX with funds that move differently
Volumetric Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VOLMX.
Explore VOLMX Diversifiers