Villere Balanced Fund (VILLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VILLX
VILLX charges 0.99% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VILLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VILLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VILLX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VILLX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VILLX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VILLX vs BWBIX |
Best Risk-Adjusted Alternatives to VILLX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | VILLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VILLX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VILLX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | VILLX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VILLX vs PMAIX |
Top Performing VILLX Alternatives (YTD)
VILLX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | VILLX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | VILLX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | VILLX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | VILLX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | VILLX vs TPDAX |
Lowest Volatility Alternatives to VILLX
VILLX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | VILLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | VILLX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VILLX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | VILLX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | VILLX vs SICIX |
Lowest Drawdown Alternatives to VILLX
VILLX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | VILLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VILLX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VILLX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VILLX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VILLX vs SICIX |
Other Mutual Funds from Villere
Most popular Villere mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Villere Equity Fund | Mid Cap Growth Equities | 5 | -0.45% | May 31, 2013 | VILLX vs VLEQX |
Often Compared With VILLX
What investors most often compare with VILLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 17 | -4.80% | — | VILLX vs BRK-B | ||
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | VILLX vs SPY | |
| Concorde Wealth Management Fund | Diversified Portfolio | 86 | 9.02% | Dec 3, 1987 | VILLX vs CONWX | |
| Quantified Managed Income Fund | Diversified Portfolio | 19 | -0.38% | Aug 8, 2013 | VILLX vs QBDSX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 47 | -0.83% | Nov 29, 2021 | VILLX vs MAANX | |
| Kinetics The Global Fund | Diversified Portfolio | 14 | 6.72% | Dec 30, 1999 | VILLX vs WWWEX |
Compare VILLX with Any Fund or Stock
Compare VILLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.