Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares (VSPMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VSPMX
VSPMX charges 0.08% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among VSPMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | VSPMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | VSPMX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | VSPMX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | VSPMX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | VSPMX vs VMCIX |
Best Risk-Adjusted Alternatives to VSPMX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | VSPMX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | VSPMX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | VSPMX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | VSPMX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | VSPMX vs BIGTX |
Top Performing VSPMX Alternatives (YTD)
VSPMX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | VSPMX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | VSPMX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | VSPMX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | VSPMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | VSPMX vs FTSIX |
Lowest Volatility Alternatives to VSPMX
VSPMX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | VSPMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | VSPMX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | VSPMX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | VSPMX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | VSPMX vs GABVX |
Lowest Drawdown Alternatives to VSPMX
VSPMX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | VSPMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | VSPMX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | VSPMX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | VSPMX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | VSPMX vs KMVAX |
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Often Compared With VSPMX
What investors most often compare with VSPMX, 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.