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%	34.70B	May 2001	WBREOX vs VITPX

Best Risk-Adjusted Alternatives to WBREOX

WBREOX has a PortfoliosLab risk / return rank of 69. There are 72 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	WBREOX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	WBREOX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	WBREOX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	WBREOX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	WBREOX vs POGSX

Top Performing WBREOX Alternatives (YTD)

WBREOX is at 9.35% YTD. There are 163 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	WBREOX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	WBREOX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	WBREOX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	WBREOX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	WBREOX vs IGIAX

Lowest Volatility Alternatives to WBREOX

WBREOX has 13.19% 1-year volatility. There are 237 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	WBREOX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	WBREOX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	WBREOX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	WBREOX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	WBREOX vs SILVX

Lowest Drawdown Alternatives to WBREOX

WBREOX has a 1-year max drawdown of -8.89%. There are 125 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	WBREOX vs SVPFX
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
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	WBREOX vs AMFEX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	10.45%	—	Sep 2021	WBREOX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	63	9.34%	—	Jul 1993	WBREOX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	97	12.04%	—	Dec 2012	WBREOX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	70	11.03%	—	May 2011	WBREOX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	64	8.08%	—	Aug 2005	WBREOX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	30	22.08%	—	May 2000	WBREOX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund Invest...	Equity Market Neutral	97	11.82%	—	Dec 2012	WBREOX vs BDMAX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	64	1.03%	—	Feb 2008	WBREOX vs BSIIX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	87	15.65%	—	Nov 1988	WBREOX vs MADVX
BRHYX	BlackRock High Yield K	High Yield Bonds	78	1.22%	—	Jan 2001	WBREOX vs BRHYX

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	68	10.16%	1.70T	Sep 2010	WBREOX vs VOO
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	72	10.81%	—	Mar 2025	WBREOX vs FGJEX
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	76	18.25%	—	May 2008	WBREOX vs FOCKX
AIGOX	Alger Growth & Income Portfolio	Large Cap Blend Equities	82	13.23%	—	Nov 1988	WBREOX vs AIGOX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	24.97%	—	Jan 2017	WBREOX vs YFSIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	63	9.33%	1.70T	Nov 2000	WBREOX vs VFIAX
ASFYX	Virtus AlphaSimplex Managed Futures Strategy Fund ...	Systematic Trend	66	9.56%	—	Jul 2010	WBREOX vs ASFYX
MWMIX	VanEck Morningstar Wide Moat Fund	Large Cap Blend Equities	21	4.05%	—	Nov 2017	WBREOX vs MWMIX
AFIFX	American Funds Fundamental Investors Class F-1	Large Cap Blend Equities	62	12.09%	—	Mar 2001	WBREOX vs AFIFX
HLEIX	JPMorgan Equity Index Fund Class I	Large Cap Blend Equities	57	8.99%	—	Jul 1991	WBREOX vs HLEIX
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	50	8.33%	—	Oct 2002	WBREOX vs QKACX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	WBREOX vs SSSYX
SPUSX	Symmetry Panoramic US Equity Fund	Large Cap Blend Equities	73	13.09%	—	Nov 2018	WBREOX vs SPUSX
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	78	12.09%	38.77B	—	WBREOX vs DFQTX
SENCX	Touchstone Large Cap Focused Fund	Large Cap Blend Equities	29	4.94%	—	Jan 1934	WBREOX vs SENCX
SDVGX	SIT Dividend Growth Fund	Large Cap Blend Equities	73	9.04%	—	Dec 2003	WBREOX vs SDVGX
PXWGX	Pax U.S. Sustainable Economy Fund	Large Cap Blend Equities	69	11.23%	—	Jun 1997	WBREOX vs PXWGX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	S&P 500, Large Cap Blend Equities	63	9.35%	349.70B	Jul 1997	WBREOX vs VIIIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.82%	—	Dec 2011	WBREOX vs DHAMX
BITSX	iShares Total U.S. Stock Market Index Fund	Large Cap Blend Equities	60	9.72%	—	Aug 2015	WBREOX vs BITSX

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