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 495 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | WEBAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | WEBAX vs FYMIX | |
| 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 29. There are 488 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 | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | WEBAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | WEBAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | WEBAX vs AYBLX |
Top Performing WEBAX Alternatives (YTD)
WEBAX is at 3.77% YTD. There are 448 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | WEBAX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | WEBAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | WEBAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | WEBAX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | WEBAX vs SMIFX |
Lowest Volatility Alternatives to WEBAX
WEBAX has 7.77% 1-year volatility. There are 201 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | WEBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | WEBAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | WEBAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | WEBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | WEBAX vs CSTAX |
Lowest Drawdown Alternatives to WEBAX
WEBAX has a 1-year max drawdown of -5.73%. There are 200 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | WEBAX vs FSRKX |
Other Mutual Funds from Teton Westwood
The 3 most viewed Teton Westwood mutual funds shown here include WEMMX, WESCX, WESWX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TETON Westwood Mighty Mites Fund | Small Cap Blend Equities | 74 | 25.94% | — | May 1998 | WEBAX vs WEMMX | |
| TETON Westwood SmallCap Equity Fund | Small Cap Blend Equities | 94 | 32.76% | — | Apr 1997 | WEBAX vs WESCX | |
| TETON Westwood Equity Fund | Large Cap Value Equities | 17 | 4.78% | — | Jan 1987 | WEBAX vs WESWX |
Often Compared With WEBAX
Investors most often compare WEBAX with SIFAX, QBDSX, TPDAX. These 18 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