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 a closer substitute for your current allocation.
Cheapest Alternatives to WPLCX
WPLCX charges 2.33% annually. There are 323 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | WPLCX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | WPLCX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | WPLCX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | WPLCX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | WPLCX vs TILVX |
Best Risk-Adjusted Alternatives to WPLCX
WPLCX has a PortfoliosLab risk / return rank of 32. There are 259 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | WPLCX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | WPLCX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | WPLCX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | WPLCX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | WPLCX vs AVLVX |
Top Performing WPLCX Alternatives (YTD)
WPLCX is at 10.33% YTD. There are 141 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | WPLCX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | WPLCX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | WPLCX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | WPLCX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | WPLCX vs NPRTX |
Lowest Volatility Alternatives to WPLCX
WPLCX has 16.99% 1-year volatility. There are 313 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | WPLCX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | WPLCX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | WPLCX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | WPLCX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | WPLCX vs TMMAX |
Lowest Drawdown Alternatives to WPLCX
WPLCX has a 1-year max drawdown of -13.68%. There are 312 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | WPLCX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | WPLCX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | WPLCX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | WPLCX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | WPLCX vs SVAIX |
Other Mutual Funds from WP Trust
The 1 most viewed WP Trust mutual funds shown here include IPSAX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| IPS Strategic Capital Absolute Return Fund | Options Trading | 9 | 0.30% | — | Apr 2016 | WPLCX vs IPSAX |
Often Compared With WPLCX
Investors most often compare WPLCX with RYN, RPXIX, JEPI. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare WPLCX with Any Fund or Stock
Compare WPLCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WPLCX with funds that move differently
WP Large Cap Income Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WPLCX.
Explore WPLCX Diversifiers