WBREOX Alternatives & Similar Mutual Funds

CIT: BlackRock Equity Index Fund Class 1 (WBREOX) 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 WBREOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WBREOX

WBREOX charges 0.02% annually. There are 4 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	WBREOX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	WBREOX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	WBREOX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	WBREOX vs FLCPX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	33.40B	May 2001	WBREOX vs VITPX

Best Risk-Adjusted Alternatives to WBREOX

WBREOX has a PortfoliosLab risk / return rank of 88. There are 10 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
VPCCX	Vanguard PRIMECAP Core Fund	96	15.30B	Dec 2004	WBREOX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	WBREOX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	WBREOX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	WBREOX vs POSKX
QCELX	AQR Large Cap Multi-Style Fund	91	—	Mar 2013	WBREOX vs QCELX

Top Performing WBREOX Alternatives (YTD)

WBREOX is at 11.56% YTD. There are 120 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	WBREOX vs VPCCX
YFSIX	AMG Yacktman Global Fund	28.24%	—	Jan 2017	WBREOX vs YFSIX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.44%	82.00B	Nov 2001	WBREOX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	25.25%	—	Jan 1995	WBREOX vs IGIAX
DHAMX	Centre American Select Equity Fund	24.46%	—	Dec 2011	WBREOX vs DHAMX

Lowest Volatility Alternatives to WBREOX

WBREOX has 12.25% 1-year volatility. There are 241 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	WBREOX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	WBREOX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	WBREOX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.92%	—	Jul 2012	WBREOX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	WBREOX vs FULVX

Lowest Drawdown Alternatives to WBREOX

WBREOX has a 1-year max drawdown of -8.89%. There are 129 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	WBREOX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	WBREOX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	WBREOX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	WBREOX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	WBREOX vs QUERX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	75	21.38%	—	Jan 2000	WBREOX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	4	-5.08%	13.70B	Feb 2004	WBREOX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	81	6.03%	11.90B	Sep 1994	WBREOX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	70	11.31%	28.60B	Sep 1994	WBREOX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	73	11.69%	—	Jul 1993	WBREOX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	28	11.23%	—	Sep 2021	WBREOX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	13.10%	—	May 2011	WBREOX vs LIVIX
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	92	12.48%	—	Dec 2012	WBREOX vs BDMIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	77	11.93%	—	Dec 1991	WBREOX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	67	15.25%	—	Jul 2010	WBREOX vs ASFYX

Often Compared With WBREOX

Investors most often compare WBREOX with VOO, FGJEX, FOCKX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	WBREOX vs VOO
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	61	7.68%	—	Mar 2025	WBREOX vs FGJEX
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	93	27.65%	—	May 2008	WBREOX vs FOCKX
AIGOX	Alger Growth & Income Portfolio	Large Cap Blend Equities	89	14.15%	—	Nov 1988	WBREOX vs AIGOX
MWMIX	VanEck Morningstar Wide Moat Fund	Large Cap Blend Equities	18	1.17%	—	Nov 2017	WBREOX vs MWMIX
HLEIX	JPMorgan Equity Index Fund Class I	Large Cap Blend Equities	70	11.36%	—	Jul 1991	WBREOX vs HLEIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	73	11.69%	1.60T	Nov 2000	WBREOX vs VFIAX
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	78	12.21%	—	—	WBREOX vs DFQTX
AFIFX	American Funds Fundamental Investors Class F-1	Large Cap Blend Equities	77	15.10%	—	Mar 2001	WBREOX vs AFIFX
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	60	8.05%	—	Oct 2002	WBREOX vs QKACX
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	73	11.69%	—	Sep 2014	WBREOX vs SSSYX
SENCX	Touchstone Large Cap Focused Fund	Large Cap Blend Equities	39	5.51%	—	Jan 1934	WBREOX vs SENCX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	Large Cap Blend Equities	73	11.70%	342.00B	Jul 1997	WBREOX vs VIIIX
SPUSX	Symmetry Panoramic US Equity Fund	Large Cap Blend Equities	61	11.78%	—	Nov 2018	WBREOX vs SPUSX
SDVGX	SIT Dividend Growth Fund	Large Cap Blend Equities	69	6.84%	—	Dec 2003	WBREOX vs SDVGX
PXWGX	Pax U.S. Sustainable Economy Fund	Large Cap Blend Equities	75	12.77%	—	Jun 1997	WBREOX vs PXWGX
BITSX	iShares Total U.S. Stock Market Index Fund	Large Cap Blend Equities	70	11.46%	—	Aug 2015	WBREOX vs BITSX
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	—	—	—	Jul 2012	WBREOX vs AFNIX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	22	0.25%	—	Aug 2005	WBREOX vs BDJ
POGSX	Pin Oak Equity	Large Cap Blend Equities	84	15.77%	—	Aug 1992	WBREOX vs POGSX

Compare WBREOX with Any Fund or Stock

Compare WBREOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair WBREOX with funds that move differently

CIT: BlackRock Equity Index Fund Class 1 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WBREOX.

Explore WBREOX Diversifiers

CIT: BlackRock Equity Index Fund Class 1 (WBREOX) Alternatives