Vanguard Windsor II Fund Admiral Shares (VWNAX) 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 VWNAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VWNAX
VWNAX charges 0.24% annually. There are 19 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 | VWNAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | VWNAX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VWNAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VWNAX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | VWNAX vs VVIAX |
Best Risk-Adjusted Alternatives to VWNAX
VWNAX has a PortfoliosLab risk / return rank of 73. There are 173 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | VWNAX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | VWNAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | VWNAX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | VWNAX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | VWNAX vs PKAIX |
Top Performing VWNAX Alternatives (YTD)
VWNAX is at 8.60% YTD. There are 261 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | VWNAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | VWNAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | VWNAX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | VWNAX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | VWNAX vs NFJEX |
Lowest Volatility Alternatives to VWNAX
VWNAX has 11.35% 1-year volatility. There are 165 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 | VWNAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | VWNAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | VWNAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | VWNAX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | VWNAX vs TWEIX |
Lowest Drawdown Alternatives to VWNAX
VWNAX has a 1-year max drawdown of -7.85%. There are 201 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 | VWNAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VWNAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VWNAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | VWNAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VWNAX 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 VWNAX
Investors most often compare VWNAX with VOO, VTV, SPY. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VWNAX with Any Fund or Stock
Compare VWNAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VWNAX with funds that move differently
Vanguard Windsor II Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VWNAX.
Explore VWNAX Diversifiers