VELA Large Cap Plus Fund (VELIX) belongs to the Large 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 VELIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VELIX
VELIX charges 1.84% annually. There are 390 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | VELIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | VELIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | VELIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | VELIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | VELIX vs SSSYX |
Best Risk-Adjusted Alternatives to VELIX
VELIX has a PortfoliosLab risk / return rank of 9. There are 370 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | VELIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | VELIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | VELIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | VELIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | VELIX vs IGIAX |
Top Performing VELIX Alternatives (YTD)
VELIX is at -2.30% YTD. There are 381 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | VELIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | VELIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | VELIX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | VELIX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | VELIX vs FLVCX |
Lowest Volatility Alternatives to VELIX
VELIX has 9.52% 1-year volatility. There are 11 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | VELIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | VELIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | VELIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | VELIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | VELIX vs FSUVX |
Lowest Drawdown Alternatives to VELIX
VELIX has a 1-year max drawdown of -8.24%. There are 54 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | VELIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | VELIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | VELIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | VELIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | VELIX vs QUERX |
Other Mutual Funds from VELA Funds
The 2 most viewed VELA Funds mutual funds shown here include VESMX, VEITX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VELA Small Cap Fund | Small Cap Value Equities | 22 | 4.54% | — | Sep 2020 | VELIX vs VESMX | |
| VELA International Fund | Foreign Large Cap Equities | 24 | 3.10% | — | Sep 2020 | VELIX vs VEITX |
Often Compared With VELIX
Investors most often compare VELIX with NWAUX, FEQHX, PAGDX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare VELIX with Any Fund or Stock
Compare VELIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VELIX with funds that move differently
VELA Large Cap Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VELIX.
Explore VELIX Diversifiers