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 382 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | VELIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | VELIX vs VFFSX | |
| 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 | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | VELIX vs VSMPX |
Best Risk-Adjusted Alternatives to VELIX
VELIX has a PortfoliosLab risk / return rank of 16. There are 362 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | VELIX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | VELIX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | VELIX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | VELIX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | VELIX vs POGSX |
Top Performing VELIX Alternatives (YTD)
VELIX is at 2.06% YTD. There are 375 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | VELIX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | VELIX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | VELIX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | VELIX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | VELIX vs IGIAX |
Lowest Volatility Alternatives to VELIX
VELIX has 9.97% 1-year volatility. There are 11 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | VELIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | VELIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | VELIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | VELIX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | VELIX vs SILVX |
Lowest Drawdown Alternatives to VELIX
VELIX has a 1-year max drawdown of -8.24%. There are 51 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | VELIX vs SVPFX | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | VELIX vs AMFEX |
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 | 41 | 9.23% | — | Sep 2020 | VELIX vs VESMX | |
| VELA International Fund | Foreign Large Cap Equities | 65 | 9.64% | — | Sep 2020 | VELIX vs VEITX |
Often Compared With VELIX
Investors most often compare VELIX with ORDNX, NWAUX, FEQHX. These 20 comparison targets span 7 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