TETON Convertible Securities Fund (WESRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WESRX
WESRX charges 1.15% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among WESRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | Jul 27, 1997 | WESRX vs CNSDX | |
| Virtus Convertible Fund | 0.71% | Apr 18, 1993 | WESRX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | Apr 29, 2003 | WESRX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | Jun 30, 2003 | WESRX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | Apr 14, 1987 | WESRX vs FISCX |
Best Risk-Adjusted Alternatives to WESRX
Among mutual funds in the Convertible Bonds 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 | |
|---|---|---|---|---|
| Virtus Convertible Fund | 91 | Apr 18, 1993 | WESRX vs ANNPX | |
| Lord Abbett Convertible Fund | 90 | Jun 29, 2003 | WESRX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 90 | Jun 30, 2003 | WESRX vs LOCFX | |
| Harbor Convertible Securities Fund | 86 | May 1, 2011 | WESRX vs HICSX | |
| Columbia Convertible Securities Fund | 82 | Sep 24, 1987 | WESRX vs PACIX |
Top Performing WESRX Alternatives (YTD)
WESRX alternatives from the Convertible Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 4.22% | Jun 25, 1997 | WESRX vs CHI | |
| Lord Abbett Convertible Fund | 1.76% | Jun 29, 2003 | WESRX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 1.75% | Jun 30, 2003 | WESRX vs LOCFX | |
| Harbor Convertible Securities Fund | 0.67% | May 1, 2011 | WESRX vs HICSX | |
| Columbia Convertible Securities Fund | 0.04% | Sep 24, 1987 | WESRX vs PACIX |
Lowest Volatility Alternatives to WESRX
WESRX alternatives from the Convertible Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Miller Convertible Bond Fund | 5.46% | Dec 26, 2007 | WESRX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 8.50% | Dec 5, 2019 | WESRX vs PBXIX | |
| Calamos Global Convertible Fund | 10.43% | Dec 30, 2014 | WESRX vs CXGCX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | WESRX vs FISCX | |
| Virtus Convertible Fund | 14.09% | Apr 18, 1993 | WESRX vs ANNPX |
Lowest Drawdown Alternatives to WESRX
WESRX alternatives from the Convertible Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Miller Convertible Bond Fund | -4.53% | Dec 26, 2007 | WESRX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.74% | Dec 5, 2019 | WESRX vs PBXIX | |
| Calamos Global Convertible Fund | -6.16% | Dec 30, 2014 | WESRX vs CXGCX | |
| Harbor Convertible Securities Fund | -6.92% | May 1, 2011 | WESRX vs HICSX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | Jun 30, 2003 | WESRX vs LOCFX |
Often Compared With WESRX
What investors most often compare with WESRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Integrity High Income Fund | High Yield Bonds | 87 | -1.31% | Apr 30, 2004 | WESRX vs IHFAX | |
| Integrity Dividend Harvest Fund | Large Cap Value Equities | 80 | 4.46% | May 1, 2012 | WESRX vs IDIVX |
Compare WESRX with Any Fund or Stock
Compare WESRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.