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 332 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | VVPLX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | VVPLX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | VVPLX vs SSSYX |
Best Risk-Adjusted Alternatives to VVPLX
VVPLX has a PortfoliosLab risk / return rank of 2. There are 389 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 | 17.20B | Dec 2004 | VVPLX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | VVPLX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | VVPLX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | VVPLX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | VVPLX vs IGIAX |
Top Performing VVPLX Alternatives (YTD)
VVPLX is at -9.56% YTD. There are 395 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | VVPLX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | VVPLX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | VVPLX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | VVPLX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | VVPLX vs FLVCX |
Lowest Volatility Alternatives to VVPLX
VVPLX has 17.10% 1-year volatility. There are 384 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | VVPLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | VVPLX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | VVPLX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | VVPLX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | VVPLX vs FSUVX |
Lowest Drawdown Alternatives to VVPLX
VVPLX has a 1-year max drawdown of -20.19%. There are 395 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 | VVPLX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | VVPLX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | VVPLX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | VVPLX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | VVPLX vs QUERX |
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 | |
|---|---|---|---|---|---|---|---|
| Vulcan Value Partners Small Cap Fund | Small Cap Blend Equities | 8 | -0.80% | — | Dec 2009 | VVPLX vs VVPSX |
Often Compared With VVPLX
Investors most often compare VVPLX with GQEIX, FEQHX, FGJEX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare VVPLX with Any Fund or Stock
Compare VVPLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore VVPLX Diversifiers