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 0.20% 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | VWNEX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VWNEX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | VWNEX vs VIVIX | |
| 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 45. There are 229 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 | VWNEX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | VWNEX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | VWNEX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | VWNEX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | VWNEX vs SABTX |
Top Performing VWNEX Alternatives (YTD)
VWNEX is at 7.41% YTD. There are 233 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | VWNEX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | VWNEX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | VWNEX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | VWNEX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | VWNEX vs PXTIX |
Lowest Volatility Alternatives to VWNEX
VWNEX has 12.27% 1-year volatility. There are 251 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | VWNEX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | VWNEX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | VWNEX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | VWNEX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | VWNEX vs FLCCX |
Lowest Drawdown Alternatives to VWNEX
VWNEX has a 1-year max drawdown of -7.89%. There are 210 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | VWNEX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | VWNEX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VWNEX vs HFCVX | |
| Torray 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 FLCSX, VTSNX, SPY. These 20 comparison targets span 10 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