Virtus Westchester Credit Event Fund (WCFRX) Alternatives
Virtus Westchester Credit Event Fund (WCFRX) belongs to the Event Driven category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WCFRX. 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 WCFRX
WCFRX charges 1.90% annually. Among mutual funds in the Event Driven category, these options have the lowest expense ratios among WCFRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Gabelli ABC Fund | 0.79% | May 13, 1993 | WCFRX vs GABCX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | 1.01% | Feb 27, 2001 | WCFRX vs EMAYX | |
| BlackRock Event Driven Equity Fund | 1.16% | Dec 18, 2007 | WCFRX vs BILPX | |
| The Merger Fund Class I | 1.32% | Aug 1, 2013 | WCFRX vs MERIX | |
| The Arbitrage Fund | 1.43% | Sep 17, 2000 | WCFRX vs ARBFX |
Best Risk-Adjusted Alternatives to WCFRX
Among mutual funds in the Event Driven 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 | |
|---|---|---|---|---|
| The Merger Fund Class I | 99 | Aug 1, 2013 | WCFRX vs MERIX | |
| The Merger Fund | 99 | Jan 30, 1989 | WCFRX vs MERFX | |
| Vivaldi Merger Arbitrage Fund Class I | 99 | Oct 1, 2015 | WCFRX vs VARBX | |
| NexPoint Merger Arbitrage Fund | 99 | Aug 18, 2016 | WCFRX vs HMEZX | |
| Dunham Monthly Distribution Fund | 98 | Jul 31, 2008 | WCFRX vs DAMDX |
Top Performing WCFRX Alternatives (YTD)
WCFRX alternatives from the Event Driven category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Gabelli Enterprise Mergers and Acquisitions Fund | 2.42% | Feb 27, 2001 | WCFRX vs EMAYX | |
| Camelot Event-Driven Fund Institutional Class | 1.36% | Jun 7, 2010 | WCFRX vs EVDIX | |
| Camelot Event Driven Fund Class A | 1.30% | Nov 21, 2003 | WCFRX vs EVDAX | |
| Gabelli ABC Fund | 1.20% | May 13, 1993 | WCFRX vs GABCX | |
| Dunham Monthly Distribution Fund | 1.02% | Jul 31, 2008 | WCFRX vs DAMDX |
Lowest Volatility Alternatives to WCFRX
WCFRX alternatives from the Event Driven category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Vivaldi Merger Arbitrage Fund Class I | 1.35% | Oct 1, 2015 | WCFRX vs VARBX | |
| The Merger Fund Class I | 1.51% | Aug 1, 2013 | WCFRX vs MERIX | |
| The Merger Fund | 1.53% | Jan 30, 1989 | WCFRX vs MERFX | |
| NexPoint Merger Arbitrage Fund | 1.61% | Aug 18, 2016 | WCFRX vs HMEZX | |
| The Arbitrage Fund Class Institutional | 2.43% | Oct 17, 2003 | WCFRX vs ARBNX |
Lowest Drawdown Alternatives to WCFRX
WCFRX alternatives from the Event Driven category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| The Merger Fund Class I | -0.47% | Aug 1, 2013 | WCFRX vs MERIX | |
| The Merger Fund | -0.52% | Jan 30, 1989 | WCFRX vs MERFX | |
| Vivaldi Merger Arbitrage Fund Class I | -0.64% | Oct 1, 2015 | WCFRX vs VARBX | |
| NexPoint Merger Arbitrage Fund | -1.06% | Aug 18, 2016 | WCFRX vs HMEZX | |
| Dunham Monthly Distribution Fund | -1.56% | Jul 31, 2008 | WCFRX vs DAMDX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 0.42% | Oct 29, 2019 | WCFRX vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | WCFRX vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | WCFRX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | WCFRX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | WCFRX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | WCFRX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | WCFRX vs PSTAX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | WCFRX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | WCFRX vs PHRAX | |
| Virtus KAR International Small-Mid Cap Fund | Foreign Small & Mid Cap Equities | 3 | -8.80% | Sep 4, 2012 | WCFRX vs VIISX |
Often Compared With WCFRX
What investors most often compare with WCFRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| River Canyon Total Return Bond Fund | Short-Term Bond | 92 | -0.97% | Dec 30, 2014 | WCFRX vs RCTIX | |
| Water Island Event-Driven Fund | Event Driven | 94 | -0.23% | Sep 30, 2010 | WCFRX vs AEDNX | |
| The GDL Fund | Event Driven | 36 | -0.23% | Jan 31, 2007 | WCFRX vs GDL | |
| Driehaus Event Driven Fund | Event Driven | 73 | -1.35% | Aug 22, 2013 | WCFRX vs DEVDX |
Compare WCFRX with Any Fund or Stock
Compare WCFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.