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 359 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | WBALX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | WBALX vs FYMIX |
Best Risk-Adjusted Alternatives to WBALX
WBALX has a PortfoliosLab risk / return rank of 15. There are 529 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 | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | WBALX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | WBALX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | WBALX vs FSRRX |
Top Performing WBALX Alternatives (YTD)
WBALX is at 1.73% YTD. There are 524 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | WBALX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | WBALX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | WBALX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | WBALX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | WBALX vs MHELX |
Lowest Volatility Alternatives to WBALX
WBALX has 6.39% 1-year volatility. There are 125 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 Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | WBALX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | WBALX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | WBALX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | WBALX vs CSTAX |
Lowest Drawdown Alternatives to WBALX
WBALX has a 1-year max drawdown of -6.02%. There are 231 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 | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | WBALX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | WBALX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | WBALX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | WBALX vs CSTAX |
Other Mutual Funds from Weitz
The 5 most viewed Weitz mutual funds shown here include WCPNX, WVALX, WEFIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Weitz Core Plus Income Fund | Intermediate Core-Plus Bond | 21 | -0.36% | — | Jul 2014 | WBALX vs WCPNX | |
| Weitz Value Fund | Large Cap Blend Equities | 4 | -1.33% | — | May 1986 | WBALX vs WVALX | |
| Weitz Short Duration Income Fund | Short-Term Bond | 94 | 1.33% | — | Dec 1988 | WBALX vs WEFIX | |
| Weitz Partners Value Fund | Large Cap Blend Equities | 6 | 1.08% | — | Jun 1983 | WBALX vs WPVLX | |
| Weitz Partners III Opportunity Fund | Long-Short | 13 | 4.32% | — | Dec 2005 | WBALX vs WPOPX |
Often Compared With WBALX
Investors most often compare WBALX with USSBX, VWIAX, SPYI.DE. These 20 comparison targets span 5 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