Metropolitan West Low Duration Bond Fund (MWLDX) Alternatives
Metropolitan West Low Duration Bond Fund (MWLDX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MWLDX. 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 MWLDX
MWLDX charges 0.62% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among MWLDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | MWLDX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | MWLDX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | Feb 23, 2017 | MWLDX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | MWLDX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | MWLDX vs VBISX |
Best Risk-Adjusted Alternatives to MWLDX
Among mutual funds in the Short-Term Bond 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 | |
|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | Jul 5, 2016 | MWLDX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | MWLDX vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | MWLDX vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | MWLDX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 99 | Sep 30, 2011 | MWLDX vs DBLSX |
Top Performing MWLDX Alternatives (YTD)
MWLDX alternatives from the Short-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 4.77% | Apr 29, 2011 | MWLDX vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.24% | Mar 20, 2017 | MWLDX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | MWLDX vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | MWLDX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 0.82% | Jul 5, 2016 | MWLDX vs DHEIX |
Lowest Volatility Alternatives to MWLDX
MWLDX alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Term Extended Quality Portfolio | 0.91% | Mar 4, 2009 | MWLDX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | MWLDX vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | MWLDX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | MWLDX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.19% | Jul 5, 2016 | MWLDX vs DHEAX |
Lowest Drawdown Alternatives to MWLDX
MWLDX alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Duration Real Return Portfolio | -0.47% | Nov 5, 2013 | MWLDX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | MWLDX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | MWLDX vs DHEIX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | MWLDX vs GPICX | |
| Sextant Short Term Bond Fund | -0.60% | Sep 28, 1995 | MWLDX vs STBFX |
Other Mutual Funds from Metropolitan West Funds
Most popular Metropolitan West Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bond Fund Class I | Total Bond Market | 45 | -0.48% | — | MWLDX vs MWTIX | |
| Metropolitan West Total Return Bond Fund | Intermediate Core-Plus Bond | 40 | -0.52% | Mar 31, 1997 | MWLDX vs MWTRX | |
| Metropolitan West Unconstrained Bond Fund | Nontraditional Bonds | 93 | -0.29% | Sep 29, 2011 | MWLDX vs MWCIX | |
| Metropolitan West Investment Grade Credit Fund | Intermediate Core-Plus Bond | 80 | -0.85% | Jun 29, 2018 | MWLDX vs MWIGX | |
| Metropolitan West High Yield Bond Fund | High Yield Bonds | 74 | -1.19% | Sep 30, 2002 | MWLDX vs MWHYX | |
| Metropolitan West Ultra Short Bond Fund | Ultrashort Bond | 96 | 0.23% | Jun 30, 2003 | MWLDX vs MWUSX | |
| Metropolitan West Strategic Income Fund | Nontraditional Bonds | 92 | -0.11% | Jun 29, 2003 | MWLDX vs MWSTX | |
| MetWest ESG Securitized Fund | Intermediate Core-Plus Bond | 64 | -0.10% | Sep 29, 2021 | MWLDX vs MWESX |
Often Compared With MWLDX
What investors most often compare with MWLDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Admiral Shar... | Total Bond Market | 56 | -0.49% | Nov 12, 2001 | MWLDX vs VBTLX | |
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 0.86% | May 26, 2020 | MWLDX vs SGOV | |
| Vanguard High-Yield Corporate Fund Investor Shares | High Yield Bonds | 91 | -1.70% | Dec 27, 1978 | MWLDX vs VWEHX |
Compare MWLDX with Any Fund or Stock
Compare MWLDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.