TETON Westwood Equity Fund (WESWX) Alternatives
TETON Westwood Equity Fund (WESWX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WESWX. 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 WESWX
WESWX charges 1.64% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among WESWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | WESWX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | WESWX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | WESWX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | WESWX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | WESWX vs TILVX |
Best Risk-Adjusted Alternatives to WESWX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | WESWX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | WESWX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | WESWX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | WESWX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | WESWX vs VALAX |
Top Performing WESWX Alternatives (YTD)
WESWX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | WESWX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | WESWX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | WESWX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | WESWX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | WESWX vs HFCVX |
Lowest Volatility Alternatives to WESWX
WESWX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | WESWX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | WESWX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | WESWX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | WESWX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | WESWX vs ACIIX |
Lowest Drawdown Alternatives to WESWX
WESWX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | WESWX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | WESWX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | WESWX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | WESWX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | WESWX vs PSECX |
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 | WESWX vs WESCX | |
| TETON Westwood Balanced Fund | Diversified Portfolio | 20 | -2.97% | Sep 30, 1991 | WESWX vs WEBAX | |
| TETON Westwood Mighty Mites Fund | Small Cap Blend Equities | 68 | 4.76% | May 11, 1998 | WESWX vs WEMMX |
Compare WESWX with Any Fund or Stock
Compare WESWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.