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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to WBREOX

WBREOX charges 0.02% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among WBREOX alternatives.

Symbol	Name	Expense Ratio	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 2016	WBREOX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	WBREOX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	WBREOX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	Feb 2, 2016	WBREOX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	Sep 17, 2014	WBREOX vs SSSYX

Best Risk-Adjusted Alternatives to WBREOX

Among mutual funds in the Large Cap Blend Equities 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
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	93	Nov 12, 2001	WBREOX vs VPMAX
POGSX	Pin Oak Equity	91	Aug 3, 1992	WBREOX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	89	—	WBREOX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	88	Jan 2, 1990	WBREOX vs PAGRX
DHAMX	Centre American Select Equity Fund	87	Dec 21, 2011	WBREOX vs DHAMX

Top Performing WBREOX Alternatives (YTD)

WBREOX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEIX	GQG Partners US Select Quality Equity Fund	9.81%	Sep 28, 2018	WBREOX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.70%	Jan 24, 2021	WBREOX vs NWAUX
YFSIX	AMG Yacktman Global Fund	8.16%	Jan 30, 2017	WBREOX vs YFSIX
MUHLX	Muhlenkamp Fund	6.53%	Nov 1, 1988	WBREOX vs MUHLX
RCKSX	Rock Oak Core Growth Fund	6.05%	Dec 31, 2004	WBREOX vs RCKSX

Lowest Volatility Alternatives to WBREOX

WBREOX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.63%	Jun 28, 2013	WBREOX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.02%	Mar 28, 2021	WBREOX vs SVPFX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	10.78%	Mar 20, 2025	WBREOX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	10.94%	Sep 8, 2022	WBREOX vs FEQHX
QUERX	AQR Large Cap Defensive Style Fund Class R6	12.03%	Jul 9, 2012	WBREOX vs QUERX

Lowest Drawdown Alternatives to WBREOX

WBREOX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	WBREOX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	WBREOX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	WBREOX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	WBREOX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.67%	Sep 28, 2018	WBREOX vs GQEIX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	51	-9.12%	Jan 18, 2000	WBREOX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	WBREOX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	WBREOX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	WBREOX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	46	-7.06%	Jul 30, 1993	WBREOX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	WBREOX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	WBREOX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	WBREOX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	WBREOX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	WBREOX vs BDJ

Often Compared With WBREOX

What investors most often compare with WBREOX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	WBREOX vs VOO
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	71	-7.76%	May 9, 2008	WBREOX vs FOCKX
IGIAX	Integrity ESG Growth & Income Fund	Large Cap Blend Equities	59	-1.83%	Jan 3, 1995	WBREOX vs IGIAX
AIGOX	Alger Growth & Income Portfolio	Large Cap Blend Equities	70	-4.34%	Nov 15, 1988	WBREOX vs AIGOX
HLEIX	JPMorgan Equity Index Fund Class I	Large Cap Blend Equities	43	-7.31%	Jul 2, 1991	WBREOX vs HLEIX
MWMIX	VanEck Morningstar Wide Moat Fund	Large Cap Blend Equities	19	-8.62%	Nov 6, 2017	WBREOX vs MWMIX
VFIAX	Vanguard 500 Index Fund Admiral Shares	Large Cap Blend Equities	46	-7.06%	Nov 13, 2000	WBREOX vs VFIAX
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	44	-7.69%	Oct 1, 2002	WBREOX vs QKACX
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	50	-4.02%	—	WBREOX vs DFQTX
SDVGX	SIT Dividend Growth Fund	Large Cap Blend Equities	54	-5.14%	Dec 31, 2003	WBREOX vs SDVGX
BOPIX	Sterling Capital Special Opportunities Fund	Large Cap Blend Equities	17	-11.98%	Jun 2, 2003	WBREOX vs BOPIX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	0	-9.28%	Mar 15, 2019	WBREOX vs TANDX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	45	-6.74%	May 31, 2001	WBREOX vs VITPX
SPUSX	Symmetry Panoramic US Equity Fund	Large Cap Blend Equities	41	-3.27%	Nov 12, 2018	WBREOX vs SPUSX
FITLX	Fidelity US Sustainability Index Fund	Large Cap Blend Equities	51	-8.73%	May 9, 2017	WBREOX vs FITLX
FMIHX	FMI Large Cap Fund	Large Cap Blend Equities	4	-6.83%	Dec 31, 2001	WBREOX vs FMIHX
PJDZX	PGIM Jennison Rising Dividend Fund	Large Cap Blend Equities, Dividend	67	0.63%	Mar 4, 2014	WBREOX vs PJDZX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	Large Cap Blend Equities	46	-7.06%	Jul 31, 1990	WBREOX vs VINIX
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	55	1.74%	Jul 5, 2012	WBREOX vs AFNIX
BITSX	iShares Total U.S. Stock Market Index Fund	Large Cap Blend Equities	44	-6.70%	Aug 13, 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.

Symbol name

CIT: BlackRock Equity Index Fund Class 1

Symbol name