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 138 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 | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | VLEQX vs FSMAX | |
| 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% | 32.20B | Sep 2011 | VLEQX vs VMGMX |
Best Risk-Adjusted Alternatives to VLEQX
VLEQX has a PortfoliosLab risk / return rank of 6. There are 116 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 91 | — | Dec 2016 | VLEQX vs NEEIX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | VLEQX vs VHCOX | |
| Needham Growth Fund | 91 | — | Jan 1996 | VLEQX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 88 | — | Oct 2000 | VLEQX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 84 | — | Nov 2004 | VLEQX vs POAGX |
Top Performing VLEQX Alternatives (YTD)
VLEQX is at 4.52% YTD. There are 115 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 52.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 52.41% | — | Dec 2016 | VLEQX vs NEEIX | |
| Needham Growth Fund | 52.15% | — | Jan 1996 | VLEQX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 33.14% | — | Oct 2000 | VLEQX vs TAAGX | |
| Essex Environmental Opportunities Fund | 28.61% | — | Sep 2017 | VLEQX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 26.75% | — | Jul 2019 | VLEQX vs CTIGX |
Lowest Volatility Alternatives to VLEQX
VLEQX has 11.32% 1-year volatility. No mutual funds in the Mid Cap Growth Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 11.64% | — | May 2021 | VLEQX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.20% | — | May 2010 | VLEQX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.40% | — | Dec 1996 | VLEQX vs VSNGX | |
| Sparrow Growth Fund | 12.95% | — | Oct 1998 | VLEQX vs SGFFX | |
| Royce International Premier Fund Institutional Cla... | 13.10% | — | — | VLEQX vs RIPIX |
Lowest Drawdown Alternatives to VLEQX
VLEQX has a 1-year max drawdown of -8.09%. There is 1 mutual fund in the Mid Cap Growth Equities category with a shallower 1-year drawdown, going 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 | 6 | 2.66% | — | Sep 1999 | VLEQX vs VILLX |
Often Compared With VLEQX
Investors most often compare VLEQX with BBGSX, MEFAX, BMDSX. These 20 comparison targets span 1 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