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 a closer substitute for your current allocation.
Cheapest Alternatives to WOGSX
WOGSX charges 0.89% annually. There are 271 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | WOGSX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | WOGSX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | WOGSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | WOGSX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | WOGSX vs BKTSX |
Best Risk-Adjusted Alternatives to WOGSX
WOGSX has a PortfoliosLab risk / return rank of 60. There are 177 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | WOGSX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | WOGSX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | WOGSX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | WOGSX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | WOGSX vs GTLOX |
Top Performing WOGSX Alternatives (YTD)
WOGSX is at 12.30% YTD. There are 83 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | WOGSX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | WOGSX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | WOGSX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | WOGSX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | WOGSX vs RESGX |
Lowest Volatility Alternatives to WOGSX
WOGSX has 14.87% 1-year volatility. There are 356 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | WOGSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | WOGSX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | WOGSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | WOGSX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | WOGSX vs JEPIX |
Lowest Drawdown Alternatives to WOGSX
WOGSX has a 1-year max drawdown of -11.20%. There are 332 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | WOGSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | WOGSX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | WOGSX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | WOGSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | WOGSX vs QUERX |
Other Mutual Funds from Oak Associates
The 4 most viewed Oak Associates mutual funds shown here include ROGSX, BOGSX, LOGSX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Red Oak Technology Select Fund | Technology Equities | 42 | 17.29% | — | Dec 1998 | WOGSX vs ROGSX | |
| Black Oak Emerging Technology Fund | Technology Equities | 83 | 42.94% | — | Dec 2000 | WOGSX vs BOGSX | |
| Live Oak Health Sciences Fund | Health & Biotech Equities | 52 | 7.22% | — | Jun 2001 | WOGSX vs LOGSX | |
| River Oak Discovery Fund | Small Cap Blend Equities | 89 | 33.23% | — | Jun 2005 | WOGSX vs RIVSX |
Often Compared With WOGSX
Investors most often compare WOGSX with SCHG, JNRFX, VGHAX. These 20 comparison targets span 6 categories, 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.
Pair WOGSX with funds that move differently
White Oak Select Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WOGSX.
Explore WOGSX Diversifiers