WPLCX Alternatives & Similar Mutual Funds

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 321 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	WPLCX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	WPLCX vs VIVIX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	WPLCX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	WPLCX vs FLCOX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	254.20B	Nov 2000	WPLCX vs VVIAX

Best Risk-Adjusted Alternatives to WPLCX

WPLCX has a PortfoliosLab risk / return rank of 57. There are 255 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993	WPLCX vs FGIPX
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993	WPLCX vs FGINX
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015	WPLCX vs PKAIX
MDLVX	BlackRock Advantage Large Cap Value Fund Investor ...	98	—	—	WPLCX vs MDLVX
LSVVX	LSV Conservative Value Equity Fund	98	—	Mar 2007	WPLCX vs LSVVX

Top Performing WPLCX Alternatives (YTD)

WPLCX is at 18.22% YTD. There are 63 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	30.43%	—	Jun 2015	WPLCX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	29.15%	—	Nov 1935	WPLCX vs LEXCX
YAFFX	AMG Yacktman Focused Fund	25.82%	—	May 1997	WPLCX vs YAFFX
PXTIX	PIMCO RAE PLUS Fund	25.46%	—	Jun 2005	WPLCX vs PXTIX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	24.91%	—	Jun 2022	WPLCX vs AVLVX

Lowest Volatility Alternatives to WPLCX

WPLCX has 17.78% 1-year volatility. There are 310 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.

Symbol	Name	Volatility 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	WPLCX vs ACTIX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.26%	—	Feb 1996	WPLCX vs FALGX
RIDAX	The Income Fund of America Class R-1	7.35%	—	Dec 1973	WPLCX vs RIDAX
TWEIX	American Century Equity Income Fund	8.58%	6.45B	Aug 1994	WPLCX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.60%	—	Jul 1998	WPLCX vs ACIIX

Lowest Drawdown Alternatives to WPLCX

WPLCX has a 1-year max drawdown of -13.68%. There are 311 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	WPLCX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	WPLCX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	WPLCX vs BUFBX
TORYX	Torray Equity Income Fund	-4.50%	—	Dec 1990	WPLCX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	WPLCX vs SVAIX

Often Compared With WPLCX

Investors most often compare WPLCX with RYN, RPXIX, JEPI. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RYN	Rayonier Inc.		38	2.01%	—	—	WPLCX vs RYN
RPXIX	RiverPark Large Growth Fund	Large Cap Growth Equities	9	1.44%	—	Sep 2010	WPLCX vs RPXIX
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	56	5.04%	45.80B	May 2020	WPLCX vs JEPI
IPSAX	IPS Strategic Capital Absolute Return Fund	Options Trading	6	-0.89%	—	Apr 2016	WPLCX vs IPSAX
GQHPX	GQG Partners US Quality Dividend Income Fund	Quality Factor, Large Cap Value Equities	58	13.55%	—	Jun 2021	WPLCX vs GQHPX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	95	20.62%	—	Oct 2002	WPLCX vs TILVX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	40	7.27%	—	Feb 2001	WPLCX vs HDCTX
VALAX	Al Frank Fund	Large Cap Value Equities	94	21.25%	—	May 2006	WPLCX vs VALAX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	38	20.91%	—	Jan 1984	WPLCX vs AVERX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed	82	14.88%	—	May 2001	WPLCX vs DODFX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Low Volatility	58	8.47%	—	Dec 2007	WPLCX vs TMMAX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	22	5.88%	—	Jan 2011	WPLCX vs PSECX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	97	14.50%	—	Dec 2019	WPLCX vs TOWFX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	96	19.26%	—	Apr 2003	WPLCX vs NEIMX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	90	11.78%	—	Jul 1999	WPLCX vs AUXFX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	WPLCX vs UPDDX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	95	21.11%	—	Dec 2006	WPLCX vs NQCRX
DQIRX	BNY Mellon Equity Income Fund	Dividend, Large Cap Value Equities	87	14.42%	—	Jul 2006	WPLCX vs DQIRX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	94	17.32%	20.40B	Mar 2016	WPLCX vs VIHAX
SHXPX	American Beacon Shapiro Equity Opportunities Fund	Large Cap Value Equities	—	—	—	Sep 2017	WPLCX vs SHXPX

Compare WPLCX with Any Fund or Stock

Compare WPLCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

WP Large Cap Income Plus Fund (WPLCX) Alternatives