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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | VRVIX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VRVIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VRVIX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | VRVIX vs TILVX |
Best Risk-Adjusted Alternatives to VRVIX
VRVIX has a PortfoliosLab risk / return rank of 94. There are 47 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 | VRVIX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | VRVIX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | VRVIX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | VRVIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | VRVIX vs MALVX |
Top Performing VRVIX Alternatives (YTD)
VRVIX is at 20.09% YTD. There are 32 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | VRVIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | VRVIX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | VRVIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | VRVIX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | VRVIX vs YAFFX |
Lowest Volatility Alternatives to VRVIX
VRVIX has 11.43% 1-year volatility. There are 164 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 | VRVIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | VRVIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | VRVIX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | VRVIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | VRVIX vs ACIIX |
Lowest Drawdown Alternatives to VRVIX
VRVIX has a 1-year max drawdown of -6.80%. There are 93 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 Equity Income 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 7 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