Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) Alternatives
Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) 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 VSPVX. 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 VSPVX
VSPVX charges 0.08% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among VSPVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | VSPVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | VSPVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | VSPVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | VSPVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | VSPVX vs TILVX |
Best Risk-Adjusted Alternatives to VSPVX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | VSPVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | VSPVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | VSPVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | VSPVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | VSPVX vs VALAX |
Top Performing VSPVX Alternatives (YTD)
VSPVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | VSPVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | VSPVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | VSPVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | VSPVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | VSPVX vs HFCVX |
Lowest Volatility Alternatives to VSPVX
VSPVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | VSPVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | VSPVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | VSPVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | VSPVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | VSPVX vs ACIIX |
Lowest Drawdown Alternatives to VSPVX
VSPVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | VSPVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | VSPVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | VSPVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | VSPVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | VSPVX vs PSECX |
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Often Compared With VSPVX
What investors most often compare with VSPVX, based on PortfoliosLab usage data.
Compare VSPVX with Any Fund or Stock
Compare VSPVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.