Western Asset Income Fund (SDSAX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SDSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SDSAX
SDSAX charges 0.92% annually. There are 52 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | SDSAX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | SDSAX vs VMSAX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | SDSAX vs BWDTX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | SDSAX vs JMSIX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | SDSAX vs MOFIX |
Best Risk-Adjusted Alternatives to SDSAX
SDSAX has a PortfoliosLab risk / return rank of 48. There are 50 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | SDSAX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | SDSAX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | SDSAX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | SDSAX vs CBLDX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | SDSAX vs ICMUX |
Top Performing SDSAX Alternatives (YTD)
SDSAX is at 1.07% YTD. There are 45 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 4.22% | — | Jan 2011 | SDSAX vs ACP | |
| Saba Capital Income & Opportunities Fund | 3.83% | — | Dec 1987 | SDSAX vs BRW | |
| BrandywineGLOBAL - Flexible Bond Fund | 2.82% | — | May 2016 | SDSAX vs LFLIX | |
| Intrepid Income Fund | 2.43% | — | Jul 2007 | SDSAX vs ICMUX | |
| Nationwide Amundi Strategic Income Fund | 2.29% | — | Nov 2015 | SDSAX vs NWXHX |
Lowest Volatility Alternatives to SDSAX
SDSAX has 3.50% 1-year volatility. There are 50 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.16% | — | Nov 2015 | SDSAX vs NWXHX | |
| Nationwide Strategic Income A | 1.21% | — | Nov 2015 | SDSAX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.29% | — | Jul 2016 | SDSAX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.39% | — | Jan 2018 | SDSAX vs CBLDX | |
| Rational Special Situations Income Fund | 1.41% | — | Jul 2019 | SDSAX vs RFXIX |
Lowest Drawdown Alternatives to SDSAX
SDSAX has a 1-year max drawdown of -2.96%. There are 55 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | SDSAX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | SDSAX vs NWXEX | |
| Rational Special Situations Income Fund | -0.72% | — | Jul 2019 | SDSAX vs RFXIX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | SDSAX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | SDSAX vs BWDTX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.49% | — | Jan 1968 | SDSAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 43 | 6.83% | — | May 1969 | SDSAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | SDSAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 29 | 7.09% | — | Apr 1948 | SDSAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 20 | 15.80% | — | Jun 2011 | SDSAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 34 | 5.86% | — | Jan 1987 | SDSAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 5.90% | — | Aug 1997 | SDSAX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 3.89% | — | Oct 1983 | SDSAX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | SDSAX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 37 | 6.04% | — | Mar 1970 | SDSAX vs SHAPX |
Often Compared With SDSAX
Investors most often compare SDSAX with VFLO, CRMVX, ANGLX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare SDSAX with Any Fund or Stock
Compare SDSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SDSAX with funds that move differently
Western Asset Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SDSAX.
Explore SDSAX Diversifiers