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 a closer substitute for your current allocation.
Cheapest Alternatives to SBI
Among 106 mutual funds in the Intermediate Core Bond category with expense-ratio data, the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | SBI vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | SBI vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | SBI vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | SBI vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | SBI vs WFBIX |
Best Risk-Adjusted Alternatives to SBI
SBI has a PortfoliosLab risk / return rank of 39. There are 4 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 61.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hartford Schroders Tax-Aware Bond Fund | 61 | — | Oct 2011 | SBI vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | SBI vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 55 | — | Aug 1995 | SBI vs PCGTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | SBI vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 39 | — | Aug 2016 | SBI vs DFXIX |
Top Performing SBI Alternatives (YTD)
SBI is at 5.30% YTD. No mutual funds in the Intermediate Core Bond category have higher YTD returns; the top-performing alternatives shown here go as high as 2.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.72% | — | Aug 1995 | SBI vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.20% | — | Mar 2006 | SBI vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | SBI vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.77% | — | Aug 2016 | SBI vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.76% | — | May 2023 | SBI vs FSMOX |
Lowest Volatility Alternatives to SBI
SBI has 6.73% 1-year volatility. There are 107 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | SBI vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | SBI vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.50% | — | Sep 2000 | SBI vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.63% | — | Aug 2016 | SBI vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | SBI vs JIBEX |
Lowest Drawdown Alternatives to SBI
SBI has a 1-year max drawdown of -4.77%. There are 106 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | SBI vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | SBI vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | SBI vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | SBI vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | SBI vs FTHRX |
Often Compared With SBI
Investors most often compare SBI with CRAIX, HACBX, TCPYX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SBI with Any Fund or Stock
Compare SBI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBI with funds that move differently
Western Asset Intermediate Muni Fund Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBI.
Explore SBI Diversifiers