Gabelli Focused Growth and Income Fund (GWSAX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GWSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GWSAX
GWSAX charges 1.25% annually. There are 101 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | GWSAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 213.90B | Dec 2010 | GWSAX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | GWSAX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | GWSAX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | GWSAX vs VMCIX |
Best Risk-Adjusted Alternatives to GWSAX
GWSAX has a PortfoliosLab risk / return rank of 34. There are 78 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | GWSAX vs PFSLX | |
| Gotham Enhanced Return Fund | 84 | — | May 2013 | GWSAX vs GENIX | |
| The Texas Fund | 80 | — | Sep 2013 | GWSAX vs BIGTX | |
| Vanguard Strategic Equity Fund | 73 | 11.20B | Aug 1995 | GWSAX vs VSEQX | |
| Destinations Small-Mid Cap Equity Fund | 73 | — | Mar 2017 | GWSAX vs DSMFX |
Top Performing GWSAX Alternatives (YTD)
GWSAX is at 8.01% YTD. There are 100 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 35.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 35.49% | — | Jan 2005 | GWSAX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 31.03% | — | Aug 2015 | GWSAX vs FZFLX | |
| 13D Activist Fund | 28.28% | — | Dec 2011 | GWSAX vs DDDIX | |
| Hodges Fund | 27.04% | — | Oct 1992 | GWSAX vs HDPMX | |
| The Texas Fund | 24.51% | — | Sep 2013 | GWSAX vs BIGTX |
Lowest Volatility Alternatives to GWSAX
GWSAX has 9.66% 1-year volatility. There is 1 mutual fund in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.31%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.31% | — | Jul 1994 | GWSAX vs ATGAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.48% | — | Jul 1999 | GWSAX vs TLVAX | |
| Quantified Common Ground Fund | 11.67% | — | Dec 2019 | GWSAX vs QCGDX | |
| Boston Trust Midcap Fund | 11.82% | — | — | GWSAX vs BTMFX | |
| Victory RS Investors Fund | 11.93% | — | Nov 2005 | GWSAX vs RSINX |
Lowest Drawdown Alternatives to GWSAX
GWSAX has a 1-year max drawdown of -6.54%. There are 3 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | GWSAX vs QCGDX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | GWSAX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | GWSAX vs GENIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | GWSAX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | GWSAX vs DNLDX |
Other Mutual Funds from Gabelli
The 10 most viewed Gabelli mutual funds shown here include GOLDX, GABEX, GABSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Precious Metals | 33 | 1.07% | — | Jul 1994 | GWSAX vs GOLDX | |
| Gabelli Equity Income Fund | Large Cap Blend Equities | 5 | 6.29% | — | Jan 1992 | GWSAX vs GABEX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 24 | 9.01% | — | Oct 1991 | GWSAX vs GABSX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 27 | 6.46% | — | Mar 1986 | GWSAX vs GABAX | |
| Gabelli Utilities Fund | Utilities Equities | 23 | 5.53% | — | Aug 1999 | GWSAX vs GABUX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 21 | 7.05% | — | Apr 1987 | GWSAX vs GABGX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 82 | 19.13% | — | Oct 1993 | GWSAX vs GABTX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 51 | 6.85% | — | Aug 1999 | GWSAX vs GABBX | |
| Gabelli Value 25 Fund | Mid Cap Blend Equities | 61 | 7.99% | — | Sep 1989 | GWSAX vs GABVX | |
| Gabelli Global Growth Fund | Global Equities | 17 | 5.41% | — | Feb 1994 | GWSAX vs GICPX |
Often Compared With GWSAX
Investors most often compare GWSAX with SPY, EMAYX, LLSCX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare GWSAX with Any Fund or Stock
Compare GWSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GWSAX with funds that move differently
Gabelli Focused Growth and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GWSAX.
Explore GWSAX Diversifiers