Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares (VSPMX) belongs to the Mid 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 VSPMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSPMX
VSPMX charges 0.08% annually. There are 12 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | VSPMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 224.00B | Dec 2010 | VSPMX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | VSPMX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | VSPMX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | VSPMX vs FSMAX |
Best Risk-Adjusted Alternatives to VSPMX
VSPMX has a PortfoliosLab risk / return rank of 56. There are 52 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | VSPMX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | VSPMX vs GENIX | |
| Vanguard Strategic Equity Fund | 88 | 12.20B | Aug 1995 | VSPMX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | VSPMX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 82 | — | Oct 2023 | VSPMX vs FTHMX |
Top Performing VSPMX Alternatives (YTD)
VSPMX is at 14.75% YTD. There are 55 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.13% | — | Jan 2005 | VSPMX vs PFSLX | |
| 13D Activist Fund | 28.42% | — | Dec 2011 | VSPMX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.12% | — | Aug 2015 | VSPMX vs FZFLX | |
| Hodges Fund | 22.63% | — | Oct 1992 | VSPMX vs HDPMX | |
| Tarkio Fund | 22.38% | — | Jun 2011 | VSPMX vs TARKX |
Lowest Volatility Alternatives to VSPMX
VSPMX has 15.66% 1-year volatility. There are 63 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.73% | — | Dec 2002 | VSPMX vs GWSAX | |
| Boston Trust Midcap Fund | 11.76% | — | — | VSPMX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | VSPMX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.90% | — | Aug 2011 | VSPMX vs WAMFX | |
| Victory RS Investors Fund | 12.03% | — | Nov 2005 | VSPMX vs RSINX |
Lowest Drawdown Alternatives to VSPMX
VSPMX has a 1-year max drawdown of -8.82%. There are 37 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | VSPMX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | VSPMX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | VSPMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | VSPMX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | VSPMX vs DNLDX |
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 VSPMX
Investors most often compare VSPMX with IVOO, VIMAX, VSMSX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare VSPMX with Any Fund or Stock
Compare VSPMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSPMX with funds that move differently
Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSPMX.
Explore VSPMX Diversifiers