Waycross Focused Core Equity Fund (WAYFX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WAYFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WAYFX
WAYFX charges 0.89% annually. There are 270 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | WAYFX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | WAYFX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | WAYFX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | WAYFX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | WAYFX vs SSSYX |
Best Risk-Adjusted Alternatives to WAYFX
WAYFX has a PortfoliosLab risk / return rank of 24. There are 340 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | WAYFX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | WAYFX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | WAYFX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | WAYFX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | WAYFX vs IGIAX |
Top Performing WAYFX Alternatives (YTD)
WAYFX is at 2.87% YTD. There are 353 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | WAYFX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | WAYFX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | WAYFX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | WAYFX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | WAYFX vs POSKX |
Lowest Volatility Alternatives to WAYFX
WAYFX has 14.63% 1-year volatility. There are 354 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | WAYFX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | WAYFX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | WAYFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | WAYFX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | WAYFX vs FSUVX |
Lowest Drawdown Alternatives to WAYFX
WAYFX has a 1-year max drawdown of -13.19%. There are 373 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | WAYFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | WAYFX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | WAYFX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | WAYFX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | WAYFX vs QUERX |
Other Mutual Funds from Waycross
The 1 most viewed Waycross mutual funds shown here include WAYEX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Waycross Long/Short Equity Fund | Long-Short | 26 | 0.50% | — | Apr 2015 | WAYFX vs WAYEX |
Often Compared With WAYFX
Investors most often compare WAYFX with BKTSX, VITPX, FGLGX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare WAYFX with Any Fund or Stock
Compare WAYFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WAYFX with funds that move differently
Waycross Focused Core Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WAYFX.
Explore WAYFX Diversifiers