Vanguard Windsor Fund Admiral Shares (VWNEX) 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 VWNEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VWNEX
VWNEX charges 0.18% annually. There are 15 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 | VWNEX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | VWNEX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VWNEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VWNEX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | VWNEX vs TILVX |
Best Risk-Adjusted Alternatives to VWNEX
VWNEX has a PortfoliosLab risk / return rank of 83. There are 174 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | VWNEX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | VWNEX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | VWNEX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | VWNEX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | VWNEX vs LSVVX |
Top Performing VWNEX Alternatives (YTD)
VWNEX is at 12.69% YTD. There are 195 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | VWNEX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | VWNEX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | VWNEX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | VWNEX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | VWNEX vs AVLVX |
Lowest Volatility Alternatives to VWNEX
VWNEX has 12.35% 1-year volatility. There are 231 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | VWNEX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | VWNEX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | VWNEX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | VWNEX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | VWNEX vs ACIIX |
Lowest Drawdown Alternatives to VWNEX
VWNEX has a 1-year max drawdown of -7.89%. There are 204 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 | VWNEX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VWNEX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VWNEX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | VWNEX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VWNEX 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 VWNEX
Investors most often compare VWNEX with SPY, FLCSX, VTSNX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare VWNEX with Any Fund or Stock
Compare VWNEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VWNEX with funds that move differently
Vanguard Windsor Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VWNEX.
Explore VWNEX Diversifiers