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 a closer substitute for your current allocation.
Cheapest Alternatives to WHGLX
WHGLX charges 0.65% annually. There are 93 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 | WHGLX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | WHGLX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | WHGLX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | WHGLX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | WHGLX vs VVIAX |
Best Risk-Adjusted Alternatives to WHGLX
WHGLX has a PortfoliosLab risk / return rank of 21. There are 281 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 | WHGLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | WHGLX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | WHGLX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | WHGLX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | WHGLX vs AVLVX |
Top Performing WHGLX Alternatives (YTD)
WHGLX is at 5.55% YTD. There are 275 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 | WHGLX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | WHGLX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | WHGLX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | WHGLX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | WHGLX vs NPRTX |
Lowest Volatility Alternatives to WHGLX
WHGLX has 10.11% 1-year volatility. There are 49 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 | WHGLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | WHGLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | WHGLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | WHGLX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | WHGLX vs TMMAX |
Lowest Drawdown Alternatives to WHGLX
WHGLX has a 1-year max drawdown of -6.96%. There are 115 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 | WHGLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | WHGLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | WHGLX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | WHGLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | WHGLX vs SVAIX |
Other Mutual Funds from Westwood
The 4 most viewed Westwood mutual funds shown here include WHGHX, WHGMX, WHGSX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Westwood High Income Fund | High Yield Bonds | 84 | 3.96% | — | Dec 2011 | WHGLX vs WHGHX | |
| Westwood Quality SMidCap Fund | Mid Cap Blend Equities | 48 | 17.38% | — | Dec 2005 | WHGLX vs WHGMX | |
| Westwood Quality SmallCap Fund | Small Cap Blend Equities | 22 | 15.03% | — | Apr 2007 | WHGLX vs WHGSX | |
| Westwood Income Opportunity Fund | Diversified Portfolio | 72 | 5.21% | — | Dec 2005 | WHGLX vs WHGIX |
Often Compared With WHGLX
Investors most often compare WHGLX with NQCRX, PSECX, AUXFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare WHGLX with Any Fund or Stock
Compare WHGLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WHGLX with funds that move differently
Westwood Quality Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WHGLX.
Explore WHGLX Diversifiers