Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares (VTCIX) Alternatives
Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares (VTCIX) belongs to the Large 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 VTCIX. 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 VTCIX
VTCIX charges 0.06% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among VTCIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | VTCIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | VTCIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | VTCIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | VTCIX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | VTCIX vs SSEYX |
Best Risk-Adjusted Alternatives to VTCIX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | VTCIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | VTCIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | VTCIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | VTCIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | VTCIX vs DHAMX |
Top Performing VTCIX Alternatives (YTD)
VTCIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | VTCIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | VTCIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | VTCIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | VTCIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | VTCIX vs RCKSX |
Lowest Volatility Alternatives to VTCIX
VTCIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | VTCIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | VTCIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | VTCIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | VTCIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | VTCIX vs QUERX |
Lowest Drawdown Alternatives to VTCIX
VTCIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | VTCIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | VTCIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | VTCIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | VTCIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | VTCIX vs GQEIX |
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Often Compared With VTCIX
What investors most often compare with VTCIX, based on PortfoliosLab usage data.
Compare VTCIX with Any Fund or Stock
Compare VTCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.