Vanguard Windsor Fund Investor Shares (VWNDX) 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 VWNDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VWNDX
VWNDX charges 0.30% annually. There are 26 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 | VWNDX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | VWNDX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VWNDX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VWNDX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | VWNDX vs TILVX |
Best Risk-Adjusted Alternatives to VWNDX
VWNDX has a PortfoliosLab risk / return rank of 50. There are 220 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | VWNDX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | VWNDX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | VWNDX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | VWNDX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | VWNDX vs AVLVX |
Top Performing VWNDX Alternatives (YTD)
VWNDX is at 9.49% YTD. There are 232 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.54% | — | Jun 2015 | VWNDX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.27% | — | Nov 1935 | VWNDX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.08% | — | Jun 2022 | VWNDX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.32% | — | Jun 2005 | VWNDX vs PXTIX | |
| AMG Yacktman Focused Fund | 22.18% | — | May 1997 | VWNDX vs YAFFX |
Lowest Volatility Alternatives to VWNDX
VWNDX has 12.38% 1-year volatility. There are 241 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 | VWNDX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | VWNDX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | VWNDX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | VWNDX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | VWNDX vs TWEIX |
Lowest Drawdown Alternatives to VWNDX
VWNDX has a 1-year max drawdown of -7.88%. There are 205 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 | VWNDX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VWNDX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VWNDX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | VWNDX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VWNDX 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 VWNDX
Investors most often compare VWNDX with VWNFX, VOO, FKINX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare VWNDX with Any Fund or Stock
Compare VWNDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VWNDX with funds that move differently
Vanguard Windsor Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VWNDX.
Explore VWNDX Diversifiers