WVALX vs. WCPNX
WVALX (Weitz Value Fund) and WCPNX (Weitz Core Plus Income Fund) are both mutual funds - WVALX is a Large Cap Blend Equities fund managed by Weitz, while WCPNX is a Intermediate Core-Plus Bond fund managed by Weitz. Over the past 10 years, WVALX returned 9.55%/yr vs 2.99%/yr for WCPNX. Their 0.07 correlation means their historical movements had little consistent relationship. WVALX charges 1.04%/yr vs 0.89%/yr for WCPNX.
Performance
WVALX vs. WCPNX - Performance Comparison
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Returns By Period
In the year-to-date period, WVALX achieves a -1.33% return, which is significantly lower than WCPNX's -0.36% return. Over the past 10 years, WVALX has outperformed WCPNX with an annualized return of 9.55%, while WCPNX has yielded a comparatively lower 2.99% annualized return.
WVALX
- 1D
- 1.15%
- 1M
- 2.32%
- 6M
- -0.54%
- YTD
- -1.33%
- 1Y
- 0.97%
- 3Y*
- 5.55%
- 5Y*
- 2.96%
- 10Y*
- 9.55%
- ALL TIME*
- 9.13%
WCPNX
- 1D
- -0.32%
- 1M
- -1.35%
- 6M
- -0.56%
- YTD
- -0.36%
- 1Y
- 2.40%
- 3Y*
- 5.09%
- 5Y*
- 1.40%
- 10Y*
- 2.99%
- ALL TIME*
- 3.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
WVALX Weitz Value Fund | $0.00 | $0.00 | $0.00 |
WVALX vs. WCPNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WVALX Weitz Value Fund | -1.33% | -0.21% | 12.76% | 29.72% | -22.89% | 26.86% | 18.41% | 34.16% | -4.88% | 15.60% |
WCPNX Weitz Core Plus Income Fund | -0.36% | 7.89% | 4.10% | 7.00% | -9.92% | 1.60% | 10.18% | 7.39% | 1.49% | 2.83% |
Correlation
The correlation between WVALX and WCPNX is 0.41, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.41 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.21 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.08 |
Correlation (All Time) Calculated using the full available price history since Aug 1, 2014 | 0.07 |
Over the past year, WVALX and WCPNX have become more correlated (0.41) than their long-term average of 0.07, meaning their price movements have been converging.
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Return for Risk
WVALX vs. WCPNX — Risk / Return Rank
WVALX
WCPNX
WVALX vs. WCPNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Value Fund (WVALX) and Weitz Core Plus Income Fund (WCPNX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WVALX | WCPNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.15 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 1.11 | -1.16 |
| Martin ratioReturn relative to average drawdown | -0.11 | 3.14 | -3.25 |
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Drawdowns
WVALX vs. WCPNX - Drawdown Comparison
The maximum WVALX drawdown since its inception was -61.96%, which is greater than WCPNX's maximum drawdown of -13.63%. Use the drawdown chart below to compare losses from any high point for WVALX and WCPNX.
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Drawdown Indicators
| WVALX | WCPNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.96% | -13.63% | -48.33% |
Max Drawdown (1Y)Largest decline over 1 year | -17.45% | -2.74% | -14.71% |
Max Drawdown (3Y)Largest decline over 3 years | -19.92% | -4.51% | -15.41% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | -13.63% | -15.73% |
Max Drawdown (10Y)Largest decline over 10 years | -32.57% | -13.63% | -18.94% |
Current DrawdownCurrent decline from peak | -6.90% | -2.03% | -4.87% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -2.17% | -5.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.98% | 0.97% | +6.01% |
Volatility
WVALX vs. WCPNX - Volatility Comparison
Weitz Value Fund (WVALX) has a higher volatility of 4.30% compared to Weitz Core Plus Income Fund (WCPNX) at 0.98%. This indicates that WVALX's price experiences larger fluctuations and is considered to be riskier than WCPNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WVALX | WCPNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 0.98% | +3.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.73% | 2.97% | +8.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.78% | 3.70% | +11.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.32% | 5.02% | +13.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.25% | 4.19% | +14.06% |
WVALX vs. WCPNX - Expense Ratio Comparison
WVALX has a 1.04% expense ratio, which is higher than WCPNX's 0.89% expense ratio.
Dividends
WVALX vs. WCPNX - Dividend Comparison
WVALX's dividend yield for the trailing twelve months is around 22.12%, more than WCPNX's 4.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 4.57% | 5.26% | 6.15% | 4.92% | 3.04% | 2.51% | 5.07% | 2.95% | 2.55% | 2.41% | 3.72% | 1.96% |
WVALX Weitz Value Fund | 22.12% | 21.83% | 11.03% | 5.38% | 14.15% | 3.77% | 9.12% | 4.70% | 10.95% | 7.16% | 0.00% | 12.93% |
Frequently Asked Questions
WVALX and WCPNX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WVALX has higher volatility (4.30%) compared to WCPNX (0.98%). In terms of maximum drawdown, WVALX dropped -61.96% vs WCPNX's -13.63%.
WCPNX currently has the higher Sharpe Ratio (0.83 vs -0.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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