WP Large Cap Income Plus Fund (WPLCX) Alternatives
WP Large Cap Income Plus Fund (WPLCX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WPLCX. 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 WPLCX
WPLCX charges 2.33% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among WPLCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | WPLCX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | WPLCX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | WPLCX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | WPLCX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | WPLCX vs TILVX |
Best Risk-Adjusted Alternatives to WPLCX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 92 | Mar 2, 2016 | WPLCX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | WPLCX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | WPLCX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | WPLCX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | WPLCX vs VALAX |
Top Performing WPLCX Alternatives (YTD)
WPLCX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | WPLCX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | WPLCX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | WPLCX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | WPLCX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | WPLCX vs HFCVX |
Lowest Volatility Alternatives to WPLCX
WPLCX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | WPLCX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | WPLCX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | WPLCX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | WPLCX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | WPLCX vs ACIIX |
Lowest Drawdown Alternatives to WPLCX
WPLCX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | WPLCX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | WPLCX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | WPLCX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | WPLCX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | WPLCX vs PSECX |
Other Mutual Funds from WP Trust
Most popular WP Trust mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| IPS Strategic Capital Absolute Return Fund | Options Trading | 7 | -9.12% | Apr 14, 2016 | WPLCX vs IPSAX |
Often Compared With WPLCX
What investors most often compare with WPLCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Rayonier Inc. | 12 | -3.52% | — | WPLCX vs RYN | ||
| RiverPark Large Growth Fund | Large Cap Growth Equities | 11 | -13.34% | Sep 30, 2010 | WPLCX vs RPXIX | |
| JPMorgan Equity Premium Income ETF | Actively Managed, Dividend, Derivative Income | 39 | 0.20% | May 20, 2020 | WPLCX vs JEPI |
Compare WPLCX with Any Fund or Stock
Compare WPLCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.