Villere Equity Fund (VLEQX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VLEQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VLEQX
VLEQX charges 1.22% annually. There are 137 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | VLEQX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | VLEQX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | VLEQX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | VLEQX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | VLEQX vs VMFGX |
Best Risk-Adjusted Alternatives to VLEQX
Among 162 mutual funds in the Mid Cap Growth Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | VLEQX vs VHCOX | |
| Needham Growth Fund Institutional Class | 80 | — | Dec 2016 | VLEQX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 79 | — | Oct 2000 | VLEQX vs TAAGX | |
| Needham Growth Fund | 79 | — | Jan 1996 | VLEQX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | VLEQX vs POAGX |
Top Performing VLEQX Alternatives (YTD)
Among 162 mutual funds in the Mid Cap Growth Equities category with YTD return data, the top-performing alternatives shown here go as high as 44.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.25% | — | Dec 2016 | VLEQX vs NEEIX | |
| Needham Growth Fund | 43.95% | — | Jan 1996 | VLEQX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 36.38% | — | May 2007 | VLEQX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.94% | — | Oct 2000 | VLEQX vs TAAGX | |
| Kinetics Paradigm Fund | 24.23% | — | Dec 1999 | VLEQX vs WWNPX |
Lowest Volatility Alternatives to VLEQX
Among 162 mutual funds in the Mid Cap Growth Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 10.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.71% | — | May 2021 | VLEQX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | VLEQX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.71% | — | Dec 1996 | VLEQX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | VLEQX vs VLIFX | |
| Sparrow Growth Fund | 13.54% | — | Oct 1998 | VLEQX vs SGFFX |
Lowest Drawdown Alternatives to VLEQX
Among 162 mutual funds in the Mid Cap Growth Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | VLEQX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | VLEQX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | VLEQX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | VLEQX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | VLEQX vs TAAGX |
Other Mutual Funds from Villere
The 1 most viewed Villere mutual funds shown here include VILLX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Villere Balanced Fund | Diversified Portfolio | — | — | — | Sep 1999 | VLEQX vs VILLX |
Often Compared With VLEQX
Investors most often compare VLEQX with RIPIX, EEOFX, BBGSX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare VLEQX with Any Fund or Stock
Compare VLEQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VLEQX with funds that move differently
Villere Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VLEQX.
Explore VLEQX Diversifiers