VELA Large Cap Plus Fund (VELIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VELIX
VELIX charges 1.84% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among VELIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | VELIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | VELIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | VELIX vs SSSYX |
Best Risk-Adjusted Alternatives to VELIX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | VELIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | VELIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | VELIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | VELIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | VELIX vs DHAMX |
Top Performing VELIX Alternatives (YTD)
VELIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | VELIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | VELIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | VELIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | VELIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | VELIX vs RCKSX |
Lowest Volatility Alternatives to VELIX
VELIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | VELIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | VELIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | VELIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | VELIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | VELIX vs QUERX |
Lowest Drawdown Alternatives to VELIX
VELIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | VELIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | VELIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | VELIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | VELIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | VELIX vs GQEIX |
Other Mutual Funds from VELA Funds
Most popular VELA Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| VELA Small Cap Fund | Small Cap Value Equities | 26 | -1.56% | Sep 29, 2020 | VELIX vs VESMX | |
| VELA International Fund | Foreign Large Cap Equities | 59 | -3.06% | Sep 29, 2020 | VELIX vs VEITX |
Often Compared With VELIX
What investors most often compare with VELIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | VELIX vs PAGDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | VELIX vs VITPX |
Compare VELIX with Any Fund or Stock
Compare VELIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.