WesMark Large Company Fund (WMKGX) 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 WMKGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WMKGX
WMKGX charges 1.12% annually. There are 329 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 | WMKGX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | WMKGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | WMKGX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | WMKGX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | WMKGX vs TILIX |
Best Risk-Adjusted Alternatives to WMKGX
WMKGX has a PortfoliosLab risk / return rank of 60. There are 23 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | WMKGX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | WMKGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | WMKGX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | WMKGX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | WMKGX vs FDSSX |
Top Performing WMKGX Alternatives (YTD)
WMKGX is at 11.55% YTD. There are 41 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | WMKGX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | WMKGX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | WMKGX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | WMKGX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | WMKGX vs VPMCX |
Lowest Volatility Alternatives to WMKGX
WMKGX has 14.78% 1-year volatility. There are 79 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | WMKGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | WMKGX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | WMKGX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | WMKGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | WMKGX vs GQEPX |
Lowest Drawdown Alternatives to WMKGX
WMKGX has a 1-year max drawdown of -11.06%. There are 64 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 | WMKGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | WMKGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | WMKGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | WMKGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | WMKGX vs DNVYX |
Other Mutual Funds from WesMark
The 5 most viewed WesMark mutual funds shown here include WMKSX, WMBLX, WMKTX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WesMark Small Company Fund | Small Cap Growth Equities | 63 | 18.70% | — | Dec 1993 | WMKGX vs WMKSX | |
| WesMark Balanced Fund | Diversified Portfolio | 88 | 8.90% | — | Apr 1998 | WMKGX vs WMBLX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 70 | 6.02% | — | Feb 2017 | WMKGX vs WMKTX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 57 | -0.93% | — | Apr 1997 | WMKGX vs WMKMX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 15 | -0.87% | — | Apr 1998 | WMKGX vs WMBDX |
Often Compared With WMKGX
Investors most often compare WMKGX with ADX, AMRGX, ONERX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare WMKGX with Any Fund or Stock
Compare WMKGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WMKGX with funds that move differently
WesMark Large Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WMKGX.
Explore WMKGX Diversifiers