Western Asset New York Municipals Fund (SBNYX) Alternatives
Western Asset New York Municipals Fund (SBNYX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SBNYX. 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 SBNYX
SBNYX charges 0.77% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among SBNYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | SBNYX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | SBNYX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | SBNYX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | SBNYX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | SBNYX vs FMBIX |
Best Risk-Adjusted Alternatives to SBNYX
Among mutual funds in the Municipal Bonds 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 | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | SBNYX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | SBNYX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | SBNYX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | SBNYX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | SBNYX vs USMTX |
Top Performing SBNYX Alternatives (YTD)
SBNYX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 5.52% | Apr 20, 1998 | SBNYX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.94% | Mar 18, 1993 | SBNYX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 4.26% | Nov 21, 2002 | SBNYX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 3.67% | Oct 30, 1992 | SBNYX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.14% | Feb 21, 1991 | SBNYX vs NQP |
Lowest Volatility Alternatives to SBNYX
SBNYX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | SBNYX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | SBNYX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | SBNYX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | SBNYX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | SBNYX vs BATVX |
Lowest Drawdown Alternatives to SBNYX
SBNYX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | SBNYX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | SBNYX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | SBNYX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | SBNYX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | SBNYX vs FHMIX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 31 | -10.96% | Jan 2, 1968 | SBNYX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 95 | 5.72% | May 18, 1969 | SBNYX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 85 | 2.96% | — | SBNYX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 45 | -5.57% | Apr 1, 1948 | SBNYX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 36 | -2.58% | Jan 14, 1987 | SBNYX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 24 | 16.71% | Jun 10, 2011 | SBNYX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 11 | -9.62% | Aug 29, 1997 | SBNYX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 26 | -7.17% | Oct 24, 1983 | SBNYX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 87 | 3.03% | Aug 28, 1997 | SBNYX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 48 | -3.71% | Mar 10, 1970 | SBNYX vs SHAPX |
Often Compared With SBNYX
What investors most often compare with SBNYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 60 | -3.66% | Sep 7, 2010 | SBNYX vs VOO | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 93 | 1.09% | Oct 31, 2017 | SBNYX vs DCARX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 92 | 1.10% | Nov 3, 2014 | SBNYX vs DMREX |
Compare SBNYX with Any Fund or Stock
Compare SBNYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.