WesMark Large Company Fund (WMKGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WMKGX
WMKGX charges 1.12% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among WMKGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | WMKGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | WMKGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | WMKGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | WMKGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | WMKGX vs VIGAX |
Best Risk-Adjusted Alternatives to WMKGX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | WMKGX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | WMKGX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | WMKGX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | WMKGX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | WMKGX vs VTMGX |
Top Performing WMKGX Alternatives (YTD)
WMKGX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | WMKGX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | WMKGX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | WMKGX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | WMKGX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | WMKGX vs AMRGX |
Lowest Volatility Alternatives to WMKGX
WMKGX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | WMKGX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | WMKGX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | WMKGX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | WMKGX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | WMKGX vs PROVX |
Lowest Drawdown Alternatives to WMKGX
WMKGX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | WMKGX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | WMKGX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | WMKGX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | WMKGX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | WMKGX vs BBLIX |
Other Mutual Funds from WesMark
Most popular WesMark mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WesMark Small Company Fund | Small Cap Growth Equities | 66 | 0.27% | Dec 31, 1993 | WMKGX vs WMKSX | |
| WesMark Balanced Fund | Diversified Portfolio | 58 | -0.46% | Apr 19, 1998 | WMKGX vs WMBLX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 35 | -0.55% | Apr 20, 1998 | WMKGX vs WMBDX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 67 | -0.47% | Feb 28, 2017 | WMKGX vs WMKTX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 49 | -1.14% | Apr 13, 1997 | WMKGX vs WMKMX |
Often Compared With WMKGX
What investors most often compare with WMKGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 27 | -13.04% | Oct 1, 2002 | WMKGX vs TILIX |
Compare WMKGX with Any Fund or Stock
Compare WMKGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.