Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | VANGUARD WINDSOR FUND · VWNDX, VWNEX cheaper | 64% | 0.18% | Wellington Management Company LLP, Pzena Investment Management, LLC |
| 2 | VANGUARD ADVICE SELECT GLOBAL VALUE FUND · VAGVX | 57% | 0.42% | Wellington Management Company LLP |
| 3 | HARTFORD CAPITAL APPRECIATION HLS FUND · HIACX, HIBCX, HCPCX | 45% | 0.67% | Hartford Funds Management Company, LLC |
| 4 | VANGUARD EQUITY INCOME FUND · VEIPX, VEIRX cheaper | 26% | 0.17% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 5 | EQUITY INCOME PORTFOLIO cheaper | 26% | 0.29% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 6 | Invesco V.I. Growth and Income Fund | 26% | 0.75% | Invesco Advisers, Inc. |
| 7 | Invesco Growth and Income Fund · ACGIX, ACGKX, ACGMX, ACGQX, ACGLX, GIFFX | 25% | 0.42% | Invesco Advisers, Inc. |
| 8 | VY(R) INVESCO GROWTH AND INCOME PORTFOLIO · IVGAX, IVGIX, IVGSX, IVITX | 24% | 0.61% | Voya Investments, LLC |
| 9 | THE HARTFORD EQUITY INCOME FUND · HQIAX, HQICX, HQIYX, HQIIX, HQIRX, HQISX, HQITX, HQIVX, HQIFX | 24% | 0.64% | Hartford Funds Management Company, LLC |
| 10 | Columbia Intrinsic Value Fund · INDZX, ADECX, RSEDX, CDVZX, CDEYX | 23% | 0.65% | Columbia Management Investment Advisers, LLC |
| 11 | JNL/WMC Equity Income Fund | 23% | 0.59% | Jackson National Asset Management, LLC |
| 12 | NYLI WMC Value Fund · MAPAX, MAPBX, MMPCX, MUBFX, MSMIX, MMPDX | 23% | 0.70% | New York Life Investment Management LLC |
| 13 | Large Cap Core Stock Portfolio | 23% | 0.43% | Mason Street Advisors, LLC |
| 14 | Guardian Equity Income VIP Fund | 23% | 0.55% | Park Avenue Institutional Advisers LLC |
| 15 | Invesco Comstock Fund · ACSTX, ACSYX, ACSDX, ACSHX, ACSRX, ICSFX | 22% | 0.44% | Invesco Advisers, Inc. |
| 16 | VANGUARD GROWTH AND INCOME FUND · VQNPX, VGIAX cheaper | 22% | 0.28% | Wellington Management Company LLP, Los Angeles Capital Management LLC, D. E. Shaw Investment Management, LLC |
| 17 | EQ/Invesco Comstock Portfolio | 22% | 0.75% | Equitable Investment Management Group, LLC |
| 18 | VY(R) INVESCO COMSTOCK PORTFOLIO · IVKAX, IVKIX, IVKSX, IVKTX | 22% | 0.70% | Voya Investments, LLC |
| 19 | Invesco V.I. Comstock Fund | 21% | 0.76% | Invesco Advisers, Inc. |
| 20 | Fidelity Blue Chip Value Fund · FBCVX, FFVLX, FFVMX, FFVOX, FFVPX, FFVKX | 21% | 0.47% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.