Gabelli Focused Growth and Income Fund (GWSAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GWSAX
GWSAX charges 1.25% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among GWSAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | GWSAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | GWSAX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | GWSAX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | GWSAX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | GWSAX vs SWMCX |
Best Risk-Adjusted Alternatives to GWSAX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 93 | — | GWSAX vs MISIX | |
| Paradigm Select Fund | 86 | Jan 3, 2005 | GWSAX vs PFSLX | |
| Tarkio Fund | 82 | Jun 28, 2011 | GWSAX vs TARKX | |
| Gabelli Value 25 Fund | 82 | Sep 29, 1989 | GWSAX vs GABVX | |
| The Texas Fund | 74 | Sep 17, 2013 | GWSAX vs BIGTX |
Top Performing GWSAX Alternatives (YTD)
GWSAX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Paradigm Select Fund | 11.83% | Jan 3, 2005 | GWSAX vs PFSLX | |
| Ave Maria Value Fund | 9.67% | May 1, 2001 | GWSAX vs AVEMX | |
| The Texas Fund | 9.34% | Sep 17, 2013 | GWSAX vs BIGTX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 7.81% | Aug 12, 2015 | GWSAX vs FZFLX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 6.17% | Dec 26, 2018 | GWSAX vs FTSIX |
Lowest Volatility Alternatives to GWSAX
GWSAX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.74% | Dec 26, 2019 | GWSAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | GWSAX vs LLSCX | |
| Victory RS Investors Fund | 15.83% | Nov 15, 2005 | GWSAX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.91% | Jul 14, 1999 | GWSAX vs TLVAX | |
| Gabelli Value 25 Fund | 16.12% | Sep 29, 1989 | GWSAX vs GABVX |
Lowest Drawdown Alternatives to GWSAX
GWSAX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | GWSAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | GWSAX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | GWSAX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | GWSAX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | GWSAX vs KMVAX |
Other Mutual Funds from Gabelli
Most popular Gabelli mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Precious Metals | 94 | 5.89% | Jul 10, 1994 | GWSAX vs GOLDX | |
| Gabelli Equity Income Fund | Large Cap Blend Equities | 7 | 0.13% | Jan 2, 1992 | GWSAX vs GABEX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 56 | 1.27% | Mar 3, 1986 | GWSAX vs GABAX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 41 | 2.01% | Oct 22, 1991 | GWSAX vs GABSX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 31 | -9.99% | Apr 10, 1987 | GWSAX vs GABGX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 64 | 2.10% | Aug 26, 1999 | GWSAX vs GABBX | |
| Gabelli Utilities Fund | Utilities Equities | 71 | 8.26% | Aug 30, 1999 | GWSAX vs GABUX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 72 | -1.29% | Oct 31, 1993 | GWSAX vs GABTX | |
| Gabelli Global Growth Fund | Global Equities | 21 | -7.56% | Feb 6, 1994 | GWSAX vs GICPX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | Event Driven | 87 | 3.60% | Feb 27, 2001 | GWSAX vs EMAYX |
Often Compared With GWSAX
What investors most often compare with GWSAX, 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.