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 a closer substitute for your current allocation.
Cheapest Alternatives to WESWX
WESWX charges 1.64% annually. There are 310 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | WESWX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | WESWX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | WESWX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | WESWX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | WESWX vs TILVX |
Best Risk-Adjusted Alternatives to WESWX
WESWX has a PortfoliosLab risk / return rank of 17. There are 289 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | WESWX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | WESWX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | WESWX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | WESWX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | WESWX vs AVLVX |
Top Performing WESWX Alternatives (YTD)
WESWX is at 4.78% YTD. There are 291 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | WESWX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | WESWX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | WESWX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | WESWX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | WESWX vs NPRTX |
Lowest Volatility Alternatives to WESWX
WESWX has 10.15% 1-year volatility. There are 50 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | WESWX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | WESWX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | WESWX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | WESWX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | WESWX vs TMMAX |
Lowest Drawdown Alternatives to WESWX
WESWX has a 1-year max drawdown of -7.10%. There are 135 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | WESWX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | WESWX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | WESWX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | WESWX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | WESWX vs SVAIX |
Other Mutual Funds from Teton Westwood
The 3 most viewed Teton Westwood mutual funds shown here include WEMMX, WESCX, WEBAX 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 | WESWX vs WEMMX | |
| TETON Westwood SmallCap Equity Fund | Small Cap Blend Equities | 94 | 32.76% | — | Apr 1997 | WESWX vs WESCX | |
| TETON Westwood Balanced Fund | Diversified Portfolio | 29 | 3.77% | — | Sep 1991 | WESWX vs WEBAX |
Often Compared With WESWX
Investors most often compare WESWX with AVERX, AUXFX, NEIMX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare WESWX with Any Fund or Stock
Compare WESWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WESWX with funds that move differently
TETON Westwood Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WESWX.
Explore WESWX Diversifiers