Weitz Value Fund (WVALX) Alternatives
Weitz Value Fund (WVALX) 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 WVALX. 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 WVALX
WVALX charges 1.04% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among WVALX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | WVALX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | WVALX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | WVALX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | WVALX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | WVALX vs SSSYX |
Best Risk-Adjusted Alternatives to WVALX
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 | 93 | Nov 12, 2001 | WVALX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | WVALX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | WVALX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | WVALX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | WVALX vs DHAMX |
Top Performing WVALX Alternatives (YTD)
WVALX 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 | 9.81% | Sep 28, 2018 | WVALX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | WVALX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | WVALX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | WVALX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | WVALX vs RCKSX |
Lowest Volatility Alternatives to WVALX
WVALX 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 | 2.63% | Jun 28, 2013 | WVALX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | WVALX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | WVALX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | WVALX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | WVALX vs QUERX |
Lowest Drawdown Alternatives to WVALX
WVALX 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 | WVALX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | WVALX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | WVALX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | WVALX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | WVALX vs GQEIX |
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 | 58 | -0.68% | Jul 31, 2014 | WVALX vs WCPNX | |
| Weitz Partners Value Fund | Large Cap Blend Equities | 1 | -10.30% | Jun 1, 1983 | WVALX vs WPVLX | |
| Weitz Short Duration Income Fund | Short-Term Bond | 98 | 0.14% | Dec 23, 1988 | WVALX vs WEFIX | |
| Weitz Balanced Fund | Diversified Portfolio | 5 | -3.90% | Sep 30, 2003 | WVALX vs WBALX | |
| Weitz Partners III Opportunity Fund | Long-Short | 2 | -9.58% | Dec 29, 2005 | WVALX vs WPOPX | |
| Weitz Nebraska Tax-Free Income Fund | Municipal Bonds | 87 | 0.67% | Dec 28, 2006 | WVALX vs WNTFX |
Often Compared With WVALX
What investors most often compare with WVALX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard FTSE Developed World UCITS ETF USD Acc | Global Equities | 74 | -4.52% | Sep 24, 2019 | WVALX vs VHVE.L | |
| iShares MSCI World Quality Factor UCITS | Global Equities | 58 | -3.80% | Oct 3, 2014 | WVALX vs IWQU.L | |
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | WVALX vs AVUV | |
| SPDR MSCI ACWI IMI UCITS ETF | Global Equities | 46 | -2.12% | May 13, 2011 | WVALX vs SPYI.DE | |
| Vanguard Institutional Index Fund Institutional Sh... | Large Cap Blend Equities | 46 | -7.06% | Jul 31, 1990 | WVALX vs VINIX | |
| Dodge & Cox Stock Fund | Large Cap Value Equities | 14 | -3.64% | Apr 1, 1965 | WVALX vs DOXGX | |
| Dodge & Cox Stock Fund Class I | Large Cap Value Equities | 14 | -3.67% | Jan 4, 1965 | WVALX vs DODGX | |
| Castle Tandem Fund | Large Cap Blend Equities | 0 | -9.28% | Mar 15, 2019 | WVALX vs TANDX | |
| CIT: BlackRock Equity Index Fund Class 1 | Large Cap Blend Equities | 28 | -7.06% | Jul 24, 2017 | WVALX vs WBREOX |
Compare WVALX with Any Fund or Stock
Compare WVALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.