Wilmington Large-Cap Strategy Fund (WMLIX) Alternatives
Wilmington Large-Cap Strategy Fund (WMLIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WMLIX. 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 WMLIX
WMLIX charges 0.25% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among WMLIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | WMLIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | WMLIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | WMLIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | WMLIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | WMLIX vs SSSYX |
Best Risk-Adjusted Alternatives to WMLIX
Among mutual funds in the Large Cap Blend 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | WMLIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | WMLIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | WMLIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | WMLIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | WMLIX vs DHAMX |
Top Performing WMLIX Alternatives (YTD)
WMLIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | WMLIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | WMLIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | WMLIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | WMLIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | WMLIX vs RCKSX |
Lowest Volatility Alternatives to WMLIX
WMLIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | WMLIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | WMLIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | WMLIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | WMLIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | WMLIX vs QUERX |
Lowest Drawdown Alternatives to WMLIX
WMLIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | WMLIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | WMLIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | WMLIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | WMLIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | WMLIX vs GQEIX |
Other Mutual Funds from Wilmington Funds
Most popular Wilmington Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wilmington Municipal Bond Fund | Municipal Bonds | 64 | -0.77% | Nov 1, 1993 | WMLIX vs WTAIX | |
| Wilmington Global Alpha Equities Fund | Long-Short | 23 | -2.64% | Jan 11, 2012 | WMLIX vs WRAIX | |
| Wilmington Broad Market Bond Fund | Intermediate Core Bond | 45 | -0.64% | Jul 16, 1993 | WMLIX vs WIBMX | |
| Wilmington Real Asset Fund | Global Allocation | 83 | 10.27% | Jun 30, 2003 | WMLIX vs WMRIX |
Often Compared With WMLIX
What investors most often compare with WMLIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | WMLIX vs FCNTX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | WMLIX vs PAGDX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | WMLIX vs SSEYX |
Compare WMLIX with Any Fund or Stock
Compare WMLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.