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 a closer substitute for your current allocation.
Cheapest Alternatives to WMLIX
WMLIX charges 0.25% annually. There are 74 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | WMLIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | WMLIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | WMLIX vs SSSYX |
Best Risk-Adjusted Alternatives to WMLIX
WMLIX has a PortfoliosLab risk / return rank of 60. There are 179 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | WMLIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | WMLIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | WMLIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | WMLIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | WMLIX vs IGIAX |
Top Performing WMLIX Alternatives (YTD)
WMLIX is at 9.47% YTD. There are 192 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | WMLIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | WMLIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | WMLIX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | WMLIX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | WMLIX vs FLVCX |
Lowest Volatility Alternatives to WMLIX
WMLIX has 12.56% 1-year volatility. There are 159 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | WMLIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | WMLIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | WMLIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | WMLIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | WMLIX vs FSUVX |
Lowest Drawdown Alternatives to WMLIX
WMLIX has a 1-year max drawdown of -8.84%. There are 114 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | WMLIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | WMLIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | WMLIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | WMLIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | WMLIX vs QUERX |
Other Mutual Funds from Wilmington Funds
The 4 most viewed Wilmington Funds mutual funds shown here include WMRIX, WTAIX, WRAIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wilmington Real Asset Fund | Global Allocation | 49 | 11.89% | — | Jun 2003 | WMLIX vs WMRIX | |
| Wilmington Municipal Bond Fund | Municipal Bonds | 64 | 0.80% | — | Nov 1993 | WMLIX vs WTAIX | |
| Wilmington Global Alpha Equities Fund | Long-Short | 23 | 2.85% | — | Jan 2012 | WMLIX vs WRAIX | |
| Wilmington Broad Market Bond Fund | Intermediate Core Bond | 16 | -0.14% | — | Jul 1993 | WMLIX vs WIBMX |
Often Compared With WMLIX
Investors most often compare WMLIX with FCNTX, FGJEX, SGOIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare WMLIX with Any Fund or Stock
Compare WMLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WMLIX with funds that move differently
Wilmington Large-Cap Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WMLIX.
Explore WMLIX Diversifiers