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 a closer substitute for your current allocation.
Cheapest Alternatives to WBALX
WBALX charges 0.85% annually. There are 356 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | WBALX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | WBALX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | WBALX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | WBALX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | WBALX vs BWBIX |
Best Risk-Adjusted Alternatives to WBALX
WBALX has a PortfoliosLab risk / return rank of 5. There are 531 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | WBALX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | WBALX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | WBALX vs NWQIX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | WBALX vs FIQDX | |
| Allspring Diversified Capital Builder Fund | 96 | — | Jan 1998 | WBALX vs EKBAX |
Top Performing WBALX Alternatives (YTD)
WBALX is at -0.90% YTD. There are 533 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 37.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 37.09% | — | Jan 1998 | WBALX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | WBALX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | WBALX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | WBALX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | WBALX vs DGIFX |
Lowest Volatility Alternatives to WBALX
WBALX has 5.98% 1-year volatility. There are 130 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | WBALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | WBALX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | WBALX vs SICIX | |
| Ave Maria Bond Fund | 2.92% | — | Apr 2003 | WBALX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | WBALX vs CSTAX |
Lowest Drawdown Alternatives to WBALX
WBALX has a 1-year max drawdown of -6.02%. There are 234 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | WBALX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | WBALX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | WBALX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | WBALX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | WBALX vs FSRRX |
Other Mutual Funds from Weitz
The 6 most viewed Weitz mutual funds shown here include WCPNX, WVALX, WPVLX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Weitz Core Plus Income Fund | Intermediate Core-Plus Bond | 30 | 0.59% | — | Jul 2014 | WBALX vs WCPNX | |
| Weitz Value Fund | Large Cap Blend Equities | 2 | -6.19% | — | May 1986 | WBALX vs WVALX | |
| Weitz Partners Value Fund | Large Cap Blend Equities | 1 | -4.95% | — | Jun 1983 | WBALX vs WPVLX | |
| Weitz Short Duration Income Fund | Short-Term Bond | 91 | 1.20% | — | Dec 1988 | WBALX vs WEFIX | |
| Weitz Partners III Opportunity Fund | Long-Short | 3 | -3.01% | — | Dec 2005 | WBALX vs WPOPX | |
| Weitz Nebraska Tax-Free Income Fund | Municipal Bonds | — | — | — | Dec 2006 | WBALX vs WNTFX |
Often Compared With WBALX
Investors most often compare WBALX with USSBX, VWIAX, SPYI.DE. These 14 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare WBALX with Any Fund or Stock
Compare WBALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WBALX with funds that move differently
Weitz Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WBALX.
Explore WBALX Diversifiers