Weitz Balanced Fund (WBALX) Alternatives
Weitz Balanced Fund (WBALX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WBALX. 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 WBALX
WBALX charges 0.85% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among WBALX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | WBALX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | WBALX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | WBALX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | WBALX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | WBALX vs MAANX |
Best Risk-Adjusted Alternatives to WBALX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | WBALX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | WBALX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | WBALX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | WBALX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | WBALX vs PMAIX |
Top Performing WBALX Alternatives (YTD)
WBALX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | WBALX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | WBALX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | WBALX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | WBALX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | WBALX vs CONWX |
Lowest Volatility Alternatives to WBALX
WBALX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | WBALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | WBALX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | WBALX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | WBALX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | WBALX vs SICIX |
Lowest Drawdown Alternatives to WBALX
WBALX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | WBALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | WBALX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | WBALX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | WBALX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | WBALX vs SICIX |
Other Mutual Funds from Weitz
Most popular Weitz mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Weitz Core Plus Income Fund | Intermediate Core-Plus Bond | 58 | -0.68% | Jul 31, 2014 | WBALX vs WCPNX | |
| Weitz Value Fund | Large Cap Blend Equities | 1 | -14.29% | May 9, 1986 | WBALX vs WVALX | |
| Weitz Partners Value Fund | Large Cap Blend Equities | 1 | -10.30% | Jun 1, 1983 | WBALX vs WPVLX | |
| Weitz Short Duration Income Fund | Short-Term Bond | 98 | 0.14% | Dec 23, 1988 | WBALX vs WEFIX | |
| Weitz Partners III Opportunity Fund | Long-Short | 2 | -9.58% | Dec 29, 2005 | WBALX vs WPOPX | |
| Weitz Nebraska Tax-Free Income Fund | Municipal Bonds | 87 | 0.67% | Dec 28, 2006 | WBALX vs WNTFX |
Often Compared With WBALX
What investors most often compare with WBALX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| USAA Short Term Bond Fund | Short-Term Bond | 97 | -0.02% | Jun 1, 1993 | WBALX vs USSBX | |
| Vanguard Wellesley Income Fund Admiral Shares | Diversified Portfolio | 68 | -0.44% | May 14, 2001 | WBALX vs VWIAX | |
| SPDR MSCI ACWI IMI UCITS ETF | Global Equities | 46 | -2.12% | May 13, 2011 | WBALX vs SPYI.DE |
Compare WBALX with Any Fund or Stock
Compare WBALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.