Delaware Ivy Large Cap Growth Fund (WLGAX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WLGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WLGAX
WLGAX charges 0.89% annually. There are 239 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | WLGAX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | WLGAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | WLGAX vs SWLGX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | WLGAX vs VIGAX | |
| Vanguard S&P 500 Growth Index Fund Institutional S... | 0.05% | — | Apr 2019 | WLGAX vs VSPGX |
Best Risk-Adjusted Alternatives to WLGAX
WLGAX has a PortfoliosLab risk / return rank of 10. There are 338 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | WLGAX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | WLGAX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | WLGAX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | WLGAX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | WLGAX vs FZAPX |
Top Performing WLGAX Alternatives (YTD)
WLGAX is at 3.04% YTD. There are 327 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | WLGAX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | WLGAX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | WLGAX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | WLGAX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | WLGAX vs GTLLX |
Lowest Volatility Alternatives to WLGAX
WLGAX has 15.41% 1-year volatility. There are 95 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | WLGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | WLGAX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | WLGAX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | WLGAX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | WLGAX vs GQEPX |
Lowest Drawdown Alternatives to WLGAX
WLGAX has a 1-year max drawdown of -18.12%. There are 349 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | WLGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | WLGAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | WLGAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | WLGAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | WLGAX vs DNVYX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Equities | 94 | 79.82% | — | Jun 1996 | WLGAX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 98 | 24.22% | — | Oct 1993 | WLGAX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 2.15% | — | Jun 2000 | WLGAX vs WMGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 85 | 21.78% | — | Jun 1987 | WLGAX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 76 | 19.86% | — | Dec 1998 | WLGAX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 22 | 5.23% | — | Aug 2003 | WLGAX vs OILGX | |
| Delaware Floating Rate Fund | Bank Loan | 94 | 2.18% | — | Feb 2010 | WLGAX vs DDFLX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 54 | 0.73% | — | Jan 1984 | WLGAX vs DMTFX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 42 | 0.64% | — | Sep 1986 | WLGAX vs CXHYX | |
| Delaware Value Fund | Large Cap Value Equities | 58 | 10.85% | — | Sep 1998 | WLGAX vs DDVIX |
Often Compared With WLGAX
Investors most often compare WLGAX with FSELX, VONG, HACAX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare WLGAX with Any Fund or Stock
Compare WLGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WLGAX with funds that move differently
Delaware Ivy Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WLGAX.
Explore WLGAX Diversifiers