TETON Westwood Balanced Fund (WEBAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WEBAX
WEBAX charges 1.41% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among WEBAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | WEBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | WEBAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | WEBAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | WEBAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | WEBAX vs MAANX |
Best Risk-Adjusted Alternatives to WEBAX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | WEBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | WEBAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | WEBAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | WEBAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | WEBAX vs PMAIX |
Top Performing WEBAX Alternatives (YTD)
WEBAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | WEBAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | WEBAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | WEBAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | WEBAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | WEBAX vs CONWX |
Lowest Volatility Alternatives to WEBAX
WEBAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | WEBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | WEBAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | WEBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | WEBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | WEBAX vs SICIX |
Lowest Drawdown Alternatives to WEBAX
WEBAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | WEBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | WEBAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | WEBAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | WEBAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | WEBAX vs SICIX |
Other Mutual Funds from Teton Westwood
Most popular Teton Westwood mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | Small Cap Blend Equities | 83 | 6.21% | Apr 15, 1997 | WEBAX vs WESCX | |
| TETON Westwood Mighty Mites Fund | Small Cap Blend Equities | 68 | 4.76% | May 11, 1998 | WEBAX vs WEMMX | |
| TETON Westwood Equity Fund | Large Cap Value Equities | 11 | -2.09% | Jan 2, 1987 | WEBAX vs WESWX |
Often Compared With WEBAX
What investors most often compare with WEBAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | WEBAX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | WEBAX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | WEBAX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | WEBAX vs WWWEX |
Compare WEBAX with Any Fund or Stock
Compare WEBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.