VVPLX Alternatives & Similar Mutual Funds

Vulcan Value Partners Fund (VVPLX) 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 VVPLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to VVPLX

VVPLX charges 1.06% annually. There are 323 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	VVPLX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	VVPLX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	VVPLX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	VVPLX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	VVPLX vs VSMPX

Best Risk-Adjusted Alternatives to VVPLX

VVPLX has a PortfoliosLab risk / return rank of 6. There are 382 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	VVPLX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	VVPLX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	VVPLX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	VVPLX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	VVPLX vs POGSX

Top Performing VVPLX Alternatives (YTD)

VVPLX is at 2.11% YTD. There are 374 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	VVPLX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	VVPLX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	VVPLX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	VVPLX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	VVPLX vs IGIAX

Lowest Volatility Alternatives to VVPLX

VVPLX has 18.09% 1-year volatility. There are 381 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	VVPLX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	VVPLX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	VVPLX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	VVPLX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	VVPLX vs SILVX

Lowest Drawdown Alternatives to VVPLX

VVPLX has a 1-year max drawdown of -20.19%. There are 390 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	VVPLX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	VVPLX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	VVPLX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	VVPLX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	VVPLX vs AMFEX

Other Mutual Funds from Vulcan Value Partners

The 1 most viewed Vulcan Value Partners mutual funds shown here include VVPSX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VVPSX	Vulcan Value Partners Small Cap Fund	Small Cap Blend Equities	20	11.31%	—	Dec 2009	VVPLX vs VVPSX

Often Compared With VVPLX

Investors most often compare VVPLX with GQEIX, VPMAX, FEQHX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	15	5.88%	—	Sep 2018	VVPLX vs GQEIX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.70%	96.10B	Nov 2001	VVPLX vs VPMAX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	45	6.65%	—	Sep 2022	VVPLX vs FEQHX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.82%	—	Dec 2011	VVPLX vs DHAMX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	24	5.53%	—	Nov 2019	VVPLX vs FNSTX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	72	10.81%	—	Mar 2025	VVPLX vs FGJEX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	80	12.13%	—	—	VVPLX vs SGOIX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	VVPLX vs SSSYX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	VVPLX vs ORDNX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	24.97%	—	Jan 2017	VVPLX vs YFSIX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	9.35%	—	Aug 2014	VVPLX vs SSEYX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	1	-6.75%	—	Mar 2019	VVPLX vs TANDX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities	80	13.00%	42.60B	Sep 2005	VVPLX vs DFIEX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	59	11.61%	—	Nov 1988	VVPLX vs MUHLX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio Cl...	Large Cap Blend Equities	49	6.91%	—	Jan 1990	VVPLX vs PAGRX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	67	18.47%	—	Dec 2019	VVPLX vs ALSMX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	13	5.53%	—	Jan 2021	VVPLX vs NWAUX
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	50	8.33%	—	Oct 2002	VVPLX vs QKACX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Low Volatility	—	—	—	Nov 2019	VVPLX vs FULVX
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	53	8.33%	—	Oct 2002	VVPLX vs QIACX

Compare VVPLX with Any Fund or Stock

Compare VVPLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair VVPLX with funds that move differently

Vulcan Value Partners Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VVPLX.

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Vulcan Value Partners Fund (VVPLX) Alternatives