Westwood Quality Value Fund (WHGLX) Alternatives
Westwood Quality Value Fund (WHGLX) 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 WHGLX. 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 WHGLX
WHGLX charges 0.65% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among WHGLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | WHGLX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | WHGLX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | WHGLX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | WHGLX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | WHGLX vs VVIAX |
Best Risk-Adjusted Alternatives to WHGLX
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 | WHGLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | WHGLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | WHGLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | WHGLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | WHGLX vs VALAX |
Top Performing WHGLX Alternatives (YTD)
WHGLX 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 | WHGLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | WHGLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | WHGLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | WHGLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | WHGLX vs HFCVX |
Lowest Volatility Alternatives to WHGLX
WHGLX 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 | WHGLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | WHGLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | WHGLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | WHGLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | WHGLX vs ACIIX |
Lowest Drawdown Alternatives to WHGLX
WHGLX 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 | WHGLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | WHGLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | WHGLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | WHGLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | WHGLX vs PSECX |
Other Mutual Funds from Westwood
Most popular Westwood mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | Small Cap Blend Equities | 18 | 1.83% | Apr 2, 2007 | WHGLX vs WHGSX | |
| Westwood Income Opportunity Fund | Diversified Portfolio | 64 | -1.27% | Dec 18, 2005 | WHGLX vs WHGIX | |
| Westwood High Income Fund | High Yield Bonds | 60 | -1.47% | Dec 28, 2011 | WHGLX vs WHGHX | |
| Westwood Quality SMidCap Fund | Mid Cap Blend Equities | 48 | 2.88% | Dec 19, 2005 | WHGLX vs WHGMX |
Compare WHGLX with Any Fund or Stock
Compare WHGLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.