TETON Westwood Balanced Fund (WEBAX) 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 WEBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WEBAX
WEBAX charges 1.41% annually. There are 496 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 | WEBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | WEBAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | WEBAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | WEBAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | WEBAX vs VTMFX |
Best Risk-Adjusted Alternatives to WEBAX
WEBAX has a PortfoliosLab risk / return rank of 34. There are 463 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 | WEBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | WEBAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | WEBAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | WEBAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | WEBAX vs AOBLX |
Top Performing WEBAX Alternatives (YTD)
WEBAX is at 5.33% YTD. There are 376 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | WEBAX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | WEBAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | WEBAX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | WEBAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | WEBAX vs TIBIX |
Lowest Volatility Alternatives to WEBAX
WEBAX has 7.68% 1-year volatility. There are 200 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 | WEBAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | WEBAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | WEBAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | WEBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | WEBAX vs CSTAX |
Lowest Drawdown Alternatives to WEBAX
WEBAX has a 1-year max drawdown of -5.73%. There are 198 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 | WEBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | WEBAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | WEBAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | WEBAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | WEBAX vs CSTAX |
Other Mutual Funds from Teton Westwood
The 3 most viewed Teton Westwood mutual funds shown here include WESCX, WEMMX, WESWX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | Small Cap Blend Equities | 93 | 31.11% | — | Apr 1997 | WEBAX vs WESCX | |
| TETON Westwood Mighty Mites Fund | Small Cap Blend Equities | 68 | 26.57% | — | May 1998 | WEBAX vs WEMMX | |
| TETON Westwood Equity Fund | Large Cap Value Equities | 22 | 7.66% | — | Jan 1987 | WEBAX vs WESWX |
Often Compared With WEBAX
Investors most often compare WEBAX with QBDSX, SIFAX, TPDAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare WEBAX with Any Fund or Stock
Compare WEBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WEBAX with funds that move differently
TETON Westwood Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WEBAX.
Explore WEBAX Diversifiers