Western Asset Intermediate Muni Fund Inc. (SBI) Alternatives
Western Asset Intermediate Muni Fund Inc. (SBI) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SBI. 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 SBI
SBI charges 0.00% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among SBI alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | SBI vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | SBI vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | SBI vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | SBI vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | SBI vs WFBIX |
Best Risk-Adjusted Alternatives to SBI
Among mutual funds in the Intermediate Core 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 | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | SBI vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | SBI vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | SBI vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | SBI vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | SBI vs DFXIX |
Top Performing SBI Alternatives (YTD)
SBI alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | SBI vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | SBI vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | SBI vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | SBI vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | SBI vs TCPYX |
Lowest Volatility Alternatives to SBI
SBI alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | SBI vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | SBI vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | SBI vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | SBI vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | SBI vs JIBEX |
Lowest Drawdown Alternatives to SBI
SBI alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | SBI vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | SBI vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | SBI vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | SBI vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | SBI vs JIBEX |
Often Compared With SBI
What investors most often compare with SBI, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 93 | 7.17% | Jun 11, 2021 | SBI vs SOXQ | |
| Harbor Core Bond Fund | Intermediate Core Bond | 58 | -0.14% | Jun 1, 2018 | SBI vs HACBX | |
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | SBI vs UMMGX | |
| JPMorgan Core Bond Fund | Intermediate Core Bond | 57 | -0.08% | May 31, 1991 | SBI vs WOBDX |
Compare SBI with Any Fund or Stock
Compare SBI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.