Weitz Partners Value Fund (WPVLX) 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 WPVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WPVLX
WPVLX charges 1.09% annually. There are 337 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 | WPVLX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | WPVLX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | WPVLX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | WPVLX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | WPVLX vs SSEYX |
Best Risk-Adjusted Alternatives to WPVLX
WPVLX has a PortfoliosLab risk / return rank of 3. There are 392 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 | WPVLX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | WPVLX vs VPCCX | |
| Pin Oak Equity | 91 | — | Aug 1992 | WPVLX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | WPVLX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | WPVLX vs VPMAX |
Top Performing WPVLX Alternatives (YTD)
WPVLX is at 0.36% YTD. There are 390 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 27.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 27.33% | 17.20B | Dec 2004 | WPVLX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 26.31% | — | Nov 2004 | WPVLX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.29% | — | Jan 1995 | WPVLX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | WPVLX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.80% | 92.00B | Nov 2001 | WPVLX vs VPMAX |
Lowest Volatility Alternatives to WPVLX
WPVLX has 13.47% 1-year volatility. There are 300 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | WPVLX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | WPVLX vs ORDNX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | WPVLX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | WPVLX vs QUERX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | WPVLX vs JEPIX |
Lowest Drawdown Alternatives to WPVLX
WPVLX has a 1-year max drawdown of -13.44%. There are 375 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 | WPVLX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | WPVLX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | WPVLX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | WPVLX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | WPVLX vs QUERX |
Other Mutual Funds from Weitz
The 5 most viewed Weitz mutual funds shown here include WCPNX, WVALX, WEFIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Weitz Core Plus Income Fund | Intermediate Core-Plus Bond | 35 | 0.48% | — | Jul 2014 | WPVLX vs WCPNX | |
| Weitz Value Fund | Large Cap Blend Equities | 2 | -3.37% | — | May 1986 | WPVLX vs WVALX | |
| Weitz Short Duration Income Fund | Short-Term Bond | 95 | 1.41% | — | Dec 1988 | WPVLX vs WEFIX | |
| Weitz Balanced Fund | Diversified Portfolio | 8 | 1.05% | — | Sep 2003 | WPVLX vs WBALX | |
| Weitz Partners III Opportunity Fund | Long-Short | 5 | 1.93% | — | Dec 2005 | WPVLX vs WPOPX |
Often Compared With WPVLX
Investors most often compare WPVLX with SPY, DODGX, RPXIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare WPVLX with Any Fund or Stock
Compare WPVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WPVLX with funds that move differently
Weitz Partners Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WPVLX.
Explore WPVLX Diversifiers