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 a closer substitute for your current allocation.
Cheapest Alternatives to VTCIX
VTCIX charges 0.06% annually. There are 27 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | VTCIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | VTCIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | VTCIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | VTCIX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.20T | Apr 2015 | VTCIX vs VSMPX |
Best Risk-Adjusted Alternatives to VTCIX
VTCIX has a PortfoliosLab risk / return rank of 70. There are 149 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | VTCIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | VTCIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | VTCIX vs POSKX | |
| AQR Large Cap Multi-Style Fund | 91 | — | Mar 2013 | VTCIX vs QCELX | |
| Centre American Select Equity Fund | 90 | — | Dec 2011 | VTCIX vs DHAMX |
Top Performing VTCIX Alternatives (YTD)
VTCIX is at 11.08% YTD. There are 171 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.30% | 15.30B | Dec 2004 | VTCIX vs VPCCX | |
| AMG Yacktman Global Fund | 28.24% | — | Jan 2017 | VTCIX vs YFSIX | |
| Integrity ESG Growth & Income Fund | 25.25% | — | Jan 1995 | VTCIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.01% | 82.00B | Nov 2001 | VTCIX vs VPMAX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | VTCIX vs ALSMX |
Lowest Volatility Alternatives to VTCIX
VTCIX has 12.03% 1-year volatility. There are 186 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | VTCIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | VTCIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.92% | — | Jul 2012 | VTCIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 7.93% | — | Jul 2012 | VTCIX vs AUEIX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | VTCIX vs FULVX |
Lowest Drawdown Alternatives to VTCIX
VTCIX has a 1-year max drawdown of -8.79%. There are 107 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | VTCIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | VTCIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | VTCIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | VTCIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | VTCIX vs QUERX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 76 | 20.81% | — | Jan 2000 | VTCIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.11% | 13.70B | Feb 2004 | VTCIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 5.85% | 11.90B | Sep 1994 | VTCIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.07% | 28.60B | Sep 1994 | VTCIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 74 | 11.54% | — | Jul 1993 | VTCIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 32 | 12.58% | — | Sep 2021 | VTCIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.57% | — | May 2011 | VTCIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 91 | 12.00% | — | Dec 2012 | VTCIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 11.37% | — | Dec 1991 | VTCIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 14.60% | — | Jul 2010 | VTCIX vs ASFYX |
Often Compared With VTCIX
Investors most often compare VTCIX with VTSAX, VMGAX, PRWCX. These 20 comparison targets span 7 categories, 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.
Pair VTCIX with funds that move differently
Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VTCIX.
Explore VTCIX Diversifiers