AB Concentrated Growth Fund (WPSGX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WPSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WPSGX
WPSGX charges 0.75% annually. There are 162 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | WPSGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | WPSGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | WPSGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | WPSGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | WPSGX vs VIGAX |
Best Risk-Adjusted Alternatives to WPSGX
WPSGX has a PortfoliosLab risk / return rank of 2. There are 404 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | WPSGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | WPSGX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | WPSGX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | WPSGX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | WPSGX vs FOCPX |
Top Performing WPSGX Alternatives (YTD)
WPSGX is at -5.74% YTD. There are 401 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | WPSGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | WPSGX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | WPSGX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | WPSGX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | WPSGX vs POGRX |
Lowest Volatility Alternatives to WPSGX
WPSGX has 13.62% 1-year volatility. There are 51 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | WPSGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | WPSGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | WPSGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | WPSGX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | WPSGX vs GQEPX |
Lowest Drawdown Alternatives to WPSGX
WPSGX has a 1-year max drawdown of -15.52%. There are 227 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | WPSGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | WPSGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | WPSGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | WPSGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | WPSGX vs DNVYX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 12 | 2.04% | — | Oct 1996 | WPSGX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 12 | 2.16% | — | Jan 1996 | WPSGX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 12 | 2.21% | — | Jul 2015 | WPSGX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 13 | 4.80% | — | Sep 1990 | WPSGX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 70 | 2.13% | — | Aug 2010 | WPSGX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 69 | 1.78% | — | Feb 1994 | WPSGX vs AGDAX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 41 | 25.68% | — | Feb 1969 | WPSGX vs QUASX | |
| AB Income Fund | Intermediate Core-Plus Bond | 18 | 0.15% | — | Aug 1987 | WPSGX vs ACGYX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 3 | -1.55% | — | Jul 1993 | WPSGX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 7 | 4.72% | — | Feb 1982 | WPSGX vs ALTFX |
Often Compared With WPSGX
Investors most often compare WPSGX with LCGFX, RPXIX, VUG. These 19 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare WPSGX with Any Fund or Stock
Compare WPSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WPSGX with funds that move differently
AB Concentrated Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WPSGX.
Explore WPSGX Diversifiers