Villere Equity Fund (VLEQX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VLEQX
VLEQX charges 1.22% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among VLEQX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | VLEQX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | VLEQX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | VLEQX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | VLEQX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VLEQX vs VMGMX |
Best Risk-Adjusted Alternatives to VLEQX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | VLEQX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | VLEQX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | VLEQX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | VLEQX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | VLEQX vs BFGIX |
Top Performing VLEQX Alternatives (YTD)
VLEQX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | VLEQX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | VLEQX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | VLEQX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | VLEQX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | VLEQX vs NEEGX |
Lowest Volatility Alternatives to VLEQX
VLEQX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | VLEQX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | VLEQX vs BQMGX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | VLEQX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | VLEQX vs VSNGX | |
| American Funds SMALLCAP World Fund Class A | 17.64% | Apr 30, 1990 | VLEQX vs SMCWX |
Lowest Drawdown Alternatives to VLEQX
VLEQX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | VLEQX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | VLEQX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | VLEQX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | VLEQX vs FAMVX | |
| Calamos Timpani SMID Growth Fund | -11.56% | Jul 31, 2019 | VLEQX vs CTIGX |
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 Balanced Fund | Diversified Portfolio | 6 | -1.87% | Sep 29, 1999 | VLEQX vs VILLX |
Often Compared With VLEQX
What investors most often compare with VLEQX, 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.