WPVLX vs. WBALX
Compare and contrast key facts about Weitz Partners Value Fund (WPVLX) and Weitz Balanced Fund (WBALX).
WPVLX is managed by Weitz. It was launched on Jun 1, 1983. WBALX is managed by Weitz. It was launched on Sep 30, 2003.
Performance
WPVLX vs. WBALX - Performance Comparison
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WPVLX vs. WBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPVLX Weitz Partners Value Fund | -10.30% | 3.15% | 15.68% | 17.83% | -21.28% | 23.67% | 7.53% | 33.31% | -11.48% | 11.45% |
WBALX Weitz Balanced Fund | -3.90% | 3.77% | 6.85% | 9.27% | -9.95% | 13.11% | 8.13% | 17.94% | -1.79% | 11.16% |
Returns By Period
In the year-to-date period, WPVLX achieves a -10.30% return, which is significantly lower than WBALX's -3.90% return. Over the past 10 years, WPVLX has outperformed WBALX with an annualized return of 6.09%, while WBALX has yielded a comparatively lower 5.36% annualized return.
WPVLX
- 1D
- 0.66%
- 1M
- -9.11%
- YTD
- -10.30%
- 6M
- -11.56%
- 1Y
- -8.16%
- 3Y*
- 7.33%
- 5Y*
- 2.53%
- 10Y*
- 6.09%
WBALX
- 1D
- 0.50%
- 1M
- -4.42%
- YTD
- -3.90%
- 6M
- -2.67%
- 1Y
- 0.01%
- 3Y*
- 4.37%
- 5Y*
- 2.73%
- 10Y*
- 5.36%
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WPVLX vs. WBALX - Expense Ratio Comparison
WPVLX has a 1.09% expense ratio, which is higher than WBALX's 0.85% expense ratio.
Return for Risk
WPVLX vs. WBALX — Risk / Return Rank
WPVLX
WBALX
WPVLX vs. WBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Partners Value Fund (WPVLX) and Weitz Balanced Fund (WBALX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WPVLX | WBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.44 | 0.04 | -0.48 |
Sortino ratioReturn per unit of downside risk | -0.52 | 0.12 | -0.64 |
Omega ratioGain probability vs. loss probability | 0.93 | 1.01 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | -0.70 | -0.06 | -0.64 |
Martin ratioReturn relative to average drawdown | -2.20 | -0.21 | -1.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WPVLX | WBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.44 | 0.04 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.38 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.70 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.54 | -0.02 |
Correlation
The correlation between WPVLX and WBALX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WPVLX vs. WBALX - Dividend Comparison
WPVLX's dividend yield for the trailing twelve months is around 10.07%, more than WBALX's 5.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPVLX Weitz Partners Value Fund | 10.07% | 9.03% | 7.76% | 1.80% | 7.32% | 6.72% | 10.93% | 7.09% | 9.27% | 2.32% | 0.00% | 13.92% |
WBALX Weitz Balanced Fund | 5.15% | 4.95% | 4.98% | 1.11% | 1.95% | 2.57% | 1.08% | 1.88% | 9.78% | 2.72% | 3.26% | 5.51% |
Drawdowns
WPVLX vs. WBALX - Drawdown Comparison
The maximum WPVLX drawdown since its inception was -59.01%, which is greater than WBALX's maximum drawdown of -43.04%. Use the drawdown chart below to compare losses from any high point for WPVLX and WBALX.
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Drawdown Indicators
| WPVLX | WBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.01% | -43.04% | -15.97% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -6.02% | -7.42% |
Max Drawdown (5Y)Largest decline over 5 years | -28.45% | -14.81% | -13.64% |
Max Drawdown (10Y)Largest decline over 10 years | -39.62% | -15.93% | -23.69% |
Current DrawdownCurrent decline from peak | -13.04% | -5.55% | -7.49% |
Average DrawdownAverage peak-to-trough decline | -7.51% | -4.12% | -3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 1.65% | +2.63% |
Volatility
WPVLX vs. WBALX - Volatility Comparison
Weitz Partners Value Fund (WPVLX) has a higher volatility of 4.32% compared to Weitz Balanced Fund (WBALX) at 2.09%. This indicates that WPVLX's price experiences larger fluctuations and is considered to be riskier than WBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WPVLX | WBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 2.09% | +2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 4.41% | +5.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.38% | 7.41% | +9.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.14% | 7.33% | +9.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.52% | 7.68% | +10.84% |