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 271 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | WAYFX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | WAYFX vs VSTSX | |
| 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 | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | WAYFX vs VITPX |
Best Risk-Adjusted Alternatives to WAYFX
WAYFX has a PortfoliosLab risk / return rank of 18. There are 356 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | WAYFX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 94 | 17.20B | Dec 2004 | WAYFX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | WAYFX vs VPMAX | |
| PRIMECAP Odyssey Growth Fund | 91 | — | Nov 2004 | WAYFX vs POGRX | |
| Pin Oak Equity | 91 | — | Aug 1992 | WAYFX vs POGSX |
Top Performing WAYFX Alternatives (YTD)
WAYFX is at 3.43% YTD. There are 369 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.27% | 17.20B | Dec 2004 | WAYFX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 28.22% | — | Nov 2004 | WAYFX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.58% | — | Jan 1995 | WAYFX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.63% | 92.00B | Nov 2001 | WAYFX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.11% | — | Dec 2015 | WAYFX vs RESGX |
Lowest Volatility Alternatives to WAYFX
WAYFX has 14.66% 1-year volatility. There are 347 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | WAYFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | WAYFX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.25% | — | Jul 2012 | WAYFX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.27% | — | Jul 2012 | WAYFX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | WAYFX vs JEPIX |
Lowest Drawdown Alternatives to WAYFX
WAYFX has a 1-year max drawdown of -13.19%. There are 374 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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 | 15 | -0.11% | — | Apr 2015 | WAYFX vs WAYEX |
Often Compared With WAYFX
Investors most often compare WAYFX with BKTSX, FGLGX, DHAMX. These 20 comparison targets span 2 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