Vulcan Value Partners Fund (VVPLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VVPLX
VVPLX charges 1.06% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among VVPLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | VVPLX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | VVPLX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | VVPLX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | VVPLX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | VVPLX vs SSSYX |
Best Risk-Adjusted Alternatives to VVPLX
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 | VVPLX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | VVPLX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | VVPLX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | VVPLX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | VVPLX vs DHAMX |
Top Performing VVPLX Alternatives (YTD)
VVPLX 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 | VVPLX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | VVPLX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | VVPLX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | VVPLX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | VVPLX vs RCKSX |
Lowest Volatility Alternatives to VVPLX
VVPLX 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 | VVPLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | VVPLX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | VVPLX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | VVPLX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | VVPLX vs QUERX |
Lowest Drawdown Alternatives to VVPLX
VVPLX 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 | VVPLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | VVPLX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | VVPLX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | VVPLX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | VVPLX vs GQEIX |
Other Mutual Funds from Vulcan Value Partners
Most popular Vulcan Value Partners mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vulcan Value Partners Small Cap Fund | Small Cap Blend Equities | 7 | -9.95% | Dec 30, 2009 | VVPLX vs VVPSX |
Compare VVPLX with Any Fund or Stock
Compare VVPLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.