Weitz Partners Value Fund (WPVLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WPVLX
WPVLX charges 1.09% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among WPVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | WPVLX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | Jul 24, 2017 | WPVLX vs WBREOX |
Best Risk-Adjusted Alternatives to WPVLX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 94 | Nov 12, 2001 | WPVLX vs VPMAX | |
| First Eagle Overseas Fund Class I | 92 | — | WPVLX vs SGOIX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | WPVLX vs POGSX | |
| Permanent Portfolio Aggressive Growth Portfolio | 91 | Jan 2, 1990 | WPVLX vs PAGRX | |
| DFA International Core Equity Portfolio I | 90 | Sep 15, 2005 | WPVLX vs DFIEX |
Top Performing WPVLX Alternatives (YTD)
WPVLX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.61% | Sep 28, 2018 | WPVLX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.49% | Jan 24, 2021 | WPVLX vs NWAUX | |
| Muhlenkamp Fund | 9.11% | Nov 1, 1988 | WPVLX vs MUHLX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | WPVLX vs YFSIX | |
| Centre American Select Equity Fund | 7.48% | Dec 21, 2011 | WPVLX vs DHAMX |
Lowest Volatility Alternatives to WPVLX
WPVLX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.66% | Jun 28, 2013 | WPVLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | WPVLX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | WPVLX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | WPVLX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | WPVLX vs QUERX |
Lowest Drawdown Alternatives to WPVLX
WPVLX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | WPVLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | WPVLX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | WPVLX vs FEQHX | |
| GQG Partners US Select Quality Equity Fund | -8.30% | Sep 28, 2018 | WPVLX vs GQEIX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | WPVLX vs FNSTX |
Other Mutual Funds from Weitz
Most popular Weitz mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Weitz Core Plus Income Fund | Intermediate Core-Plus Bond | 47 | -0.47% | Jul 31, 2014 | WPVLX vs WCPNX | |
| Weitz Value Fund | Large Cap Blend Equities | 1 | -12.08% | May 9, 1986 | WPVLX vs WVALX | |
| Weitz Short Duration Income Fund | Short-Term Bond | 98 | 0.23% | Dec 23, 1988 | WPVLX vs WEFIX | |
| Weitz Balanced Fund | Diversified Portfolio | 5 | -3.90% | Sep 30, 2003 | WPVLX vs WBALX | |
| Weitz Partners III Opportunity Fund | Long-Short | 2 | -9.58% | Dec 29, 2005 | WPVLX vs WPOPX | |
| Weitz Nebraska Tax-Free Income Fund | Municipal Bonds | 87 | 0.67% | Dec 28, 2006 | WPVLX vs WNTFX |
Often Compared With WPVLX
What investors most often compare with WPVLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | WPVLX vs SPY | |
| Dodge & Cox Stock Fund Class I | Large Cap Value Equities | 18 | -1.65% | Jan 4, 1965 | WPVLX vs DODGX | |
| RiverPark Large Growth Fund | Large Cap Growth Equities | 16 | -10.42% | Sep 30, 2010 | WPVLX vs RPXIX | |
| Rock Oak Core Growth Fund | Large Cap Blend Equities | 77 | 6.05% | Dec 31, 2004 | WPVLX vs RCKSX | |
| Vanguard Total Stock Market Index Fund Institution... | Large Cap Blend Equities | 59 | -3.97% | Apr 28, 2015 | WPVLX vs VSMPX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 57 | -4.34% | Aug 11, 2014 | WPVLX vs SSEYX | |
| Castle Tandem Fund | Large Cap Blend Equities | 0 | -8.57% | Mar 15, 2019 | WPVLX vs TANDX |
Compare WPVLX with Any Fund or Stock
Compare WPVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.