Vanguard Windsor II Fund Admiral Shares (VWNAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VWNAX
VWNAX charges 0.26% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among VWNAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | VWNAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | VWNAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | VWNAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | VWNAX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | VWNAX vs VVIAX |
Best Risk-Adjusted Alternatives to VWNAX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 94 | Mar 2, 2016 | VWNAX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | VWNAX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | VWNAX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | VWNAX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | VWNAX vs NEIMX |
Top Performing VWNAX Alternatives (YTD)
VWNAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | VWNAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | VWNAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | VWNAX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | VWNAX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | VWNAX vs SVAIX |
Lowest Volatility Alternatives to VWNAX
VWNAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.71% | Feb 1, 2021 | VWNAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | VWNAX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | VWNAX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | VWNAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | VWNAX vs ACIIX |
Lowest Drawdown Alternatives to VWNAX
VWNAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | VWNAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | VWNAX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | VWNAX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | VWNAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | VWNAX vs RIDAX |
Other Mutual Funds from Vanguard
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Often Compared With VWNAX
What investors most often compare with VWNAX, 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.