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 236 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | WLGAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | WLGAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | WLGAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | WLGAX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | WLGAX vs TILIX |
Best Risk-Adjusted Alternatives to WLGAX
WLGAX has a PortfoliosLab risk / return rank of 6. There are 367 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | WLGAX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | WLGAX vs ONERX | |
| Chase Growth Fund | 89 | — | Dec 1997 | WLGAX vs CHASX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | WLGAX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | WLGAX vs FOCKX |
Top Performing WLGAX Alternatives (YTD)
WLGAX is at 0.88% YTD. There are 377 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | WLGAX vs ONERX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | WLGAX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | WLGAX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.15% | — | Jan 2007 | WLGAX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.01% | — | Feb 2017 | WLGAX vs FUMIX |
Lowest Volatility Alternatives to WLGAX
WLGAX has 15.04% 1-year volatility. There are 96 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | WLGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | WLGAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.06% | — | Dec 2015 | WLGAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | WLGAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | WLGAX vs GQEPX |
Lowest Drawdown Alternatives to WLGAX
WLGAX has a 1-year max drawdown of -18.12%. There are 345 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 Diversified | 94 | 88.77% | — | Jun 1996 | WLGAX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 19.44% | — | Oct 1993 | WLGAX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 1.49% | — | Jun 2000 | WLGAX vs WMGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 57 | 19.73% | — | Jun 1987 | WLGAX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 52 | 18.15% | — | Dec 1998 | WLGAX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 23 | 6.51% | — | Aug 2003 | WLGAX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 71 | 2.74% | — | Jan 1984 | WLGAX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 34 | 7.37% | — | Sep 1998 | WLGAX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 66 | 2.75% | — | Sep 1986 | WLGAX vs CXHYX | |
| Delaware Opportunity Fund | Mid Cap Value Equities | 86 | 20.28% | — | Aug 1992 | WLGAX vs FIUSX |
Often Compared With WLGAX
Investors most often compare WLGAX with DDFLX, VIGAX, FSELX. 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