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 a closer substitute for your current allocation.
Cheapest Alternatives to VWNFX
VWNFX charges 0.34% annually. There are 27 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 | VWNFX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VWNFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VWNFX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | VWNFX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | VWNFX vs VVIAX |
Best Risk-Adjusted Alternatives to VWNFX
VWNFX has a PortfoliosLab risk / return rank of 52. There are 196 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 | VWNFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | VWNFX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | VWNFX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | VWNFX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | VWNFX vs AVLVX |
Top Performing VWNFX Alternatives (YTD)
VWNFX is at 5.38% YTD. There are 278 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | VWNFX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | VWNFX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | VWNFX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | VWNFX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | VWNFX vs NPRTX |
Lowest Volatility Alternatives to VWNFX
VWNFX has 11.36% 1-year volatility. There are 164 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | VWNFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | VWNFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | VWNFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | VWNFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | VWNFX vs TMMAX |
Lowest Drawdown Alternatives to VWNFX
VWNFX has a 1-year max drawdown of -7.86%. There are 201 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 | VWNFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VWNFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VWNFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | VWNFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VWNFX 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 VWNFX
Investors most often compare VWNFX with VWNDX, VOO, VEIRX. These 20 comparison targets span 12 categories, 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.
Pair VWNFX with funds that move differently
Vanguard Windsor II Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VWNFX.
Explore VWNFX Diversifiers