Villere Balanced Fund (VILLX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VILLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VILLX
VILLX charges 0.99% annually. There are 405 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | VILLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VILLX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VILLX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | VILLX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VILLX vs VTMFX |
Best Risk-Adjusted Alternatives to VILLX
VILLX has a PortfoliosLab risk / return rank of 6. There are 532 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | VILLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VILLX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | VILLX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | VILLX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | VILLX vs AOBLX |
Top Performing VILLX Alternatives (YTD)
VILLX is at 1.75% YTD. There are 507 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | VILLX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | VILLX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | VILLX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | VILLX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | VILLX vs IOEZX |
Lowest Volatility Alternatives to VILLX
VILLX has 8.66% 1-year volatility. There are 274 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | VILLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | VILLX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | VILLX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VILLX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | VILLX vs CSTAX |
Lowest Drawdown Alternatives to VILLX
VILLX has a 1-year max drawdown of -6.40%. There are 275 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | VILLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VILLX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VILLX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VILLX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VILLX vs CSTAX |
Other Mutual Funds from Villere
The 1 most viewed Villere mutual funds shown here include VLEQX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Villere Equity Fund | Mid Cap Growth Equities | 5 | 3.58% | — | May 2013 | VILLX vs VLEQX |
Often Compared With VILLX
Investors most often compare VILLX with SPY, BRK-B, CONWX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare VILLX with Any Fund or Stock
Compare VILLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VILLX with funds that move differently
Villere Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VILLX.
Explore VILLX Diversifiers