Vanguard Windsor II Fund Investor Shares (VWNFX) Alternatives
Vanguard Windsor II Fund Investor Shares (VWNFX) 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 VWNFX. 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 VWNFX
VWNFX charges 0.34% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among VWNFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | VWNFX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | VWNFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | VWNFX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | VWNFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | VWNFX vs TILVX |
Best Risk-Adjusted Alternatives to VWNFX
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... | 92 | Mar 2, 2016 | VWNFX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | VWNFX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | VWNFX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | VWNFX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | VWNFX vs VALAX |
Top Performing VWNFX Alternatives (YTD)
VWNFX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | VWNFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | VWNFX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | VWNFX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | VWNFX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | VWNFX vs HFCVX |
Lowest Volatility Alternatives to VWNFX
VWNFX 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 | 4.68% | Feb 1, 2021 | VWNFX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | VWNFX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | VWNFX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | VWNFX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | VWNFX vs ACIIX |
Lowest Drawdown Alternatives to VWNFX
VWNFX 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 | VWNFX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | VWNFX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | VWNFX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | VWNFX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | VWNFX vs PSECX |
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Often Compared With VWNFX
What investors most often compare with VWNFX, based on PortfoliosLab usage data.
Compare VWNFX with Any Fund or Stock
Compare VWNFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.