TETON Convertible Securities Fund (WESRX) belongs to the Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WESRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WESRX
WESRX charges 1.15% annually. There are 13 mutual funds in the Convertible Bonds category with lower expense ratios, going as low as 0.68%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | — | Jul 1997 | WESRX vs CNSDX | |
| Virtus Convertible Fund | 0.71% | — | Apr 1993 | WESRX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | — | Apr 2003 | WESRX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | — | Jun 2003 | WESRX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | — | Apr 1987 | WESRX vs FISCX |
Best Risk-Adjusted Alternatives to WESRX
WESRX has a PortfoliosLab risk / return rank of 66. There are 12 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Convertible Fund | 93 | — | Apr 1993 | WESRX vs ANNPX | |
| Columbia Convertible Securities Fund | 90 | — | Sep 1987 | WESRX vs PACIX | |
| Harbor Convertible Securities Fund | 90 | — | May 2011 | WESRX vs HICSX | |
| Calamos Global Convertible Fund | 90 | — | Dec 2014 | WESRX vs CXGCX | |
| Lord Abbett Convertible Fund Class F3 | 87 | — | Jun 2003 | WESRX vs LOCFX |
Top Performing WESRX Alternatives (YTD)
WESRX is at 22.66% YTD. There are 5 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 25.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 25.49% | — | Jun 1997 | WESRX vs CHI | |
| Columbia Convertible Securities Fund | 24.05% | — | Sep 1987 | WESRX vs PACIX | |
| Harbor Convertible Securities Fund | 23.92% | — | May 2011 | WESRX vs HICSX | |
| Putnam Convertible Securities Fund | 23.89% | — | Jun 1972 | WESRX vs PCONX | |
| Invesco Convertible Securities Fund | 23.57% | — | Jul 1997 | WESRX vs CNSDX |
Lowest Volatility Alternatives to WESRX
WESRX has 16.36% 1-year volatility. There are 13 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 5.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Convertible Bond Fund | 5.19% | — | Dec 2007 | WESRX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 6.97% | — | Dec 2019 | WESRX vs PBXIX | |
| Calamos Global Convertible Fund | 10.12% | — | Dec 2014 | WESRX vs CXGCX | |
| Franklin Convertible Securities Fund | 10.45% | — | Apr 1987 | WESRX vs FISCX | |
| Virtus Convertible Fund | 13.97% | — | Apr 1993 | WESRX vs ANNPX |
Lowest Drawdown Alternatives to WESRX
WESRX has a 1-year max drawdown of -11.95%. There are 13 mutual funds in the Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -4.53%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Convertible Bond Fund | -4.53% | — | Dec 2007 | WESRX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.16% | — | Dec 2019 | WESRX vs PBXIX | |
| Calamos Global Convertible Fund | -5.75% | — | Dec 2014 | WESRX vs CXGCX | |
| Franklin Convertible Securities Fund | -6.38% | — | Apr 1987 | WESRX vs FISCX | |
| Harbor Convertible Securities Fund | -6.92% | — | May 2011 | WESRX vs HICSX |
Often Compared With WESRX
Investors most often compare WESRX with IHFAX, IDIVX, LCFYX. These 3 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Integrity High Income Fund | High Yield Bonds | 77 | 1.36% | — | Apr 2004 | WESRX vs IHFAX | |
| Integrity Dividend Harvest Fund | Large Cap Value Equities | 94 | 16.77% | — | May 2012 | WESRX vs IDIVX | |
| Lord Abbett Convertible Fund | Convertible Bonds | 87 | 22.50% | — | Jun 2003 | WESRX vs LCFYX |
Compare WESRX with Any Fund or Stock
Compare WESRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WESRX with funds that move differently
TETON Convertible Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WESRX.
Explore WESRX Diversifiers