White Oak Select Growth Fund (WOGSX) Alternatives
White Oak Select Growth Fund (WOGSX) 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 WOGSX. 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 WOGSX
WOGSX charges 0.89% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among WOGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | WOGSX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | WOGSX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | WOGSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | WOGSX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | WOGSX vs SSSYX |
Best Risk-Adjusted Alternatives to WOGSX
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 | WOGSX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | WOGSX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | WOGSX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | WOGSX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | WOGSX vs DHAMX |
Top Performing WOGSX Alternatives (YTD)
WOGSX 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 | WOGSX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | WOGSX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | WOGSX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | WOGSX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | WOGSX vs RCKSX |
Lowest Volatility Alternatives to WOGSX
WOGSX 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 | WOGSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | WOGSX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | WOGSX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | WOGSX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | WOGSX vs QUERX |
Lowest Drawdown Alternatives to WOGSX
WOGSX 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 | WOGSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | WOGSX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | WOGSX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | WOGSX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | WOGSX vs GQEIX |
Other Mutual Funds from Oak Associates
Most popular Oak Associates mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Red Oak Technology Select Fund | Technology Equities | 46 | -10.98% | Dec 30, 1998 | WOGSX vs ROGSX | |
| Black Oak Emerging Technology Fund | Technology Equities | 57 | -1.72% | Dec 28, 2000 | WOGSX vs BOGSX | |
| River Oak Discovery Fund | Small Cap Blend Equities | 65 | 4.25% | Jun 30, 2005 | WOGSX vs RIVSX | |
| Live Oak Health Sciences Fund | Health & Biotech Equities | 46 | -1.53% | Jun 28, 2001 | WOGSX vs LOGSX |
Often Compared With WOGSX
What investors most often compare with WOGSX, based on PortfoliosLab usage data.
Compare WOGSX with Any Fund or Stock
Compare WOGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.