Vanguard Value Index Fund Admiral Shares (VVIAX) 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 VVIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VVIAX
VVIAX charges 0.05% annually. There are 4 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | VVIAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | VVIAX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VVIAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VVIAX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | VVIAX vs TILVX |
Best Risk-Adjusted Alternatives to VVIAX
VVIAX has a PortfoliosLab risk / return rank of 89. There are 55 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | VVIAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | VVIAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | VVIAX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | VVIAX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | VVIAX vs AVLVX |
Top Performing VVIAX Alternatives (YTD)
VVIAX is at 15.97% YTD. There are 71 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | VVIAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | VVIAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | VVIAX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | VVIAX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | VVIAX vs YAFFX |
Lowest Volatility Alternatives to VVIAX
VVIAX has 10.39% 1-year volatility. There are 67 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | VVIAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | VVIAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | VVIAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | VVIAX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | VVIAX vs TMMAX |
Lowest Drawdown Alternatives to VVIAX
VVIAX has a 1-year max drawdown of -6.36%. There are 56 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | VVIAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VVIAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VVIAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | VVIAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VVIAX vs SVAIX |
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 VVIAX
Investors most often compare VVIAX with VTV, VOO, VDADX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare VVIAX with Any Fund or Stock
Compare VVIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VVIAX with funds that move differently
Vanguard Value Index Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VVIAX.
Explore VVIAX Diversifiers