Value funds for retirement invest in established large-cap companies at below-market valuations, emphasizing dividend income and capital preservation — important for investors near or in retirement who depend on portfolio income.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VVIAX (VANGUARD VALUE INDEX FUND ADMIRAL SHARES) | 14.85% | 27.91% | 18.00% | 11.95% | 12.85% | 12.53% | 9.55% | … | … |
| VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) | 9.40% | 21.89% | 16.38% | 11.08% | 10.77% | 10.79% | 8.86% | … | … |
| DODGX (DODGE & COX STOCK FUND DODGE & COX STOCK FUND) | 4.88% | 12.82% | 14.57% | 8.96% | 13.28% | 12.63% | 9.19% | … | … |
| MEIAX (MFS VALUE FUND A) | 7.77% | 16.47% | 13.15% | 6.73% | 9.32% | 10.22% | 8.33% | … | … |
| VWNFX (Vanguard Windsor II Fund) | 7.27% | 22.25% | 16.52% | 10.49% | 13.32% | 12.48% | 9.59% | … | … |
| PRFDX (T. ROWE PRICE EQUITY INCOME FUND T. ROWE PRICE EQUITY INCOME FUND) | 14.20% | 26.58% | 16.71% | 10.32% | 11.71% | 11.00% | 8.71% | … | … |
| TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) | 14.72% | 27.38% | 18.55% | 10.60% | 12.62% | 12.44% | 9.86% | … | … |
| RLBGX (AMERICAN BALANCED FUND CLASS R-6) | 9.60% | 23.26% | 17.11% | 9.21% | 9.94% | 10.11% | NA | … | … |
| FGRTX (FIDELITY MEGA CAP STOCK FUND FIDELITY MEGA CAP STOCK FUND) | 10.43% | 29.60% | 24.61% | 16.33% | 15.58% | 14.43% | 11.30% | … | … |
| FVWSX (FIDELITY SERIES OPPORTUNISTIC INSIGHTS FUND FIDELITY SERIES OPPORTUNISTIC INSIGHTS FUND) | 12.67% | 28.36% | 28.53% | 15.96% | 18.38% | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 12/12/2012
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