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 a closer substitute for your current allocation.
Cheapest Alternatives to WVALX
WVALX charges 1.04% annually. There are 330 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | WVALX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | WVALX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | WVALX vs WBREOX |
Best Risk-Adjusted Alternatives to WVALX
WVALX has a PortfoliosLab risk / return rank of 2. There are 393 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | WVALX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | WVALX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | WVALX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | WVALX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | WVALX vs VPMAX |
Top Performing WVALX Alternatives (YTD)
WVALX is at -3.05% YTD. There are 396 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | WVALX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | WVALX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | WVALX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | WVALX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | WVALX vs VPMAX |
Lowest Volatility Alternatives to WVALX
WVALX has 14.61% 1-year volatility. There are 343 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 | WVALX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | WVALX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | WVALX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | WVALX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | WVALX vs JEPIX |
Lowest Drawdown Alternatives to WVALX
WVALX has a 1-year max drawdown of -17.45%. There are 395 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 | WVALX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | WVALX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | WVALX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | WVALX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | WVALX vs QUERX |
Other Mutual Funds from Weitz
The 5 most viewed Weitz mutual funds shown here include WCPNX, WPVLX, WEFIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Weitz Core Plus Income Fund | Intermediate Core-Plus Bond | 32 | 0.27% | — | Jul 2014 | WVALX vs WCPNX | |
| Weitz Partners Value Fund | Large Cap Blend Equities | 3 | 0.79% | — | Jun 1983 | WVALX vs WPVLX | |
| Weitz Short Duration Income Fund | Short-Term Bond | 94 | 1.33% | — | Dec 1988 | WVALX vs WEFIX | |
| Weitz Balanced Fund | Diversified Portfolio | 8 | 1.05% | — | Sep 2003 | WVALX vs WBALX | |
| Weitz Partners III Opportunity Fund | Long-Short | 5 | 1.93% | — | Dec 2005 | WVALX vs WPOPX |
Often Compared With WVALX
Investors most often compare WVALX with VHVE.L, SPYI.DE, IWQU.L. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare WVALX with Any Fund or Stock
Compare WVALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WVALX with funds that move differently
Weitz Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WVALX.
Explore WVALX Diversifiers