Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) 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 VRVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VRVIX
VRVIX charges 0.07% annually. There are 7 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 | VRVIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VRVIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VRVIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | VRVIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | VRVIX vs VVIAX |
Best Risk-Adjusted Alternatives to VRVIX
VRVIX has a PortfoliosLab risk / return rank of 89. There are 47 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | VRVIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | VRVIX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | VRVIX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | VRVIX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | VRVIX vs AVLVX |
Top Performing VRVIX Alternatives (YTD)
VRVIX is at 16.67% YTD. There are 37 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | VRVIX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | VRVIX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | VRVIX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | VRVIX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | VRVIX vs NPRTX |
Lowest Volatility Alternatives to VRVIX
VRVIX has 11.28% 1-year volatility. There are 159 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | VRVIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | VRVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | VRVIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | VRVIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | VRVIX vs TMMAX |
Lowest Drawdown Alternatives to VRVIX
VRVIX has a 1-year max drawdown of -6.80%. There are 96 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 | VRVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VRVIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VRVIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | VRVIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VRVIX 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 VRVIX
Investors most often compare VRVIX with VFFSX, VRGWX, VINIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VRVIX with Any Fund or Stock
Compare VRVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VRVIX with funds that move differently
Vanguard Russell 1000 Value Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VRVIX.
Explore VRVIX Diversifiers