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 499 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% | 63.70B | 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 39. There are 461 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 | 98 | — | Dec 2002 | WEBAX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | WEBAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | WEBAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | WEBAX vs AYBLX |
Top Performing WEBAX Alternatives (YTD)
WEBAX is at 6.18% YTD. There are 332 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | WEBAX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | WEBAX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | WEBAX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | WEBAX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | WEBAX vs DGIFX |
Lowest Volatility Alternatives to WEBAX
WEBAX has 7.78% 1-year volatility. There are 199 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... | 2.80% | — | Nov 2003 | WEBAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | WEBAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | WEBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | WEBAX vs CSTAX |
Lowest Drawdown Alternatives to WEBAX
WEBAX has a 1-year max drawdown of -5.73%. There are 197 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 4 most viewed Teton Westwood mutual funds shown here include WESCX, WEMMX, WESRX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | Small Cap Blend Equities | 96 | 31.36% | — | Apr 1997 | WEBAX vs WESCX | |
| TETON Westwood Mighty Mites Fund | Small Cap Blend Equities | 86 | 27.83% | — | May 1998 | WEBAX vs WEMMX | |
| TETON Convertible Securities Fund | Convertible Bonds | 33 | 13.19% | — | Sep 1997 | WEBAX vs WESRX | |
| TETON Westwood Equity Fund | Large Cap Value Equities | 35 | 9.65% | — | Jan 1987 | WEBAX vs WESWX |
Often Compared With WEBAX
Investors most often compare WEBAX with SIFAX, QBDSX, 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