Western Asset Municipal High Income Fund (STXAX) Alternatives
Western Asset Municipal High Income Fund (STXAX) belongs to the High Yield Muni category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with STXAX. 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 STXAX
STXAX charges 0.83% annually. Among mutual funds in the High Yield Muni category, these options have the lowest expense ratios among STXAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares Series E Portfo... | 0.11% | Aug 3, 2014 | STXAX vs BATEX | |
| Eaton Vance High Yield Municipal Income Fund Class... | 0.18% | May 9, 2007 | STXAX vs EWHYX | |
| American High-Income Municipal Bond Fund Class F-3 | 0.31% | Jan 27, 2017 | STXAX vs HIMFX | |
| American High-Income Municipal Bond Fund Class F-2 | 0.42% | Aug 1, 2008 | STXAX vs AHMFX | |
| Lord Abbett Short Duration High Income Municipal B... | 0.50% | Jun 14, 2015 | STXAX vs SDHIX |
Best Risk-Adjusted Alternatives to STXAX
Among mutual funds in the High Yield Muni 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 | |
|---|---|---|---|---|
| Counterpoint Tactical Municipal Fund | 83 | Jun 10, 2018 | STXAX vs TMNIX | |
| Lord Abbett Short Duration High Income Municipal B... | 70 | Jun 14, 2015 | STXAX vs SDHIX | |
| T. Rowe Price Tax Free High Yield Fund | 65 | Feb 28, 1985 | STXAX vs PRFHX | |
| Invesco Short Duration High Yield Municipal Fund | 54 | Sep 29, 2015 | STXAX vs ISHYX | |
| AB Municipal Income Shares | 43 | Aug 31, 2010 | STXAX vs MISHX |
Top Performing STXAX Alternatives (YTD)
STXAX alternatives from the High Yield Muni category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal High Income Opportunity Fund | 3.79% | Nov 19, 2003 | STXAX vs NMZ | |
| T. Rowe Price Tax Free High Yield Fund | 0.17% | Feb 28, 1985 | STXAX vs PRFHX | |
| Invesco Short Duration High Yield Municipal Fund | 0.13% | Sep 29, 2015 | STXAX vs ISHYX | |
| Redwood Managed Municipal Income Fund | 0.01% | Mar 8, 2017 | STXAX vs RWMIX | |
| Eaton Vance High Yield Municipal Income Fund Class... | 0.00% | May 9, 2007 | STXAX vs EWHYX |
Lowest Volatility Alternatives to STXAX
STXAX alternatives from the High Yield Muni category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Counterpoint Tactical Municipal Fund | 2.35% | Jun 10, 2018 | STXAX vs TMNIX | |
| Lord Abbett Short Duration High Income Municipal B... | 3.46% | Jun 14, 2015 | STXAX vs SDHIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | 3.77% | Jan 31, 2013 | STXAX vs NVHIX | |
| Invesco Short Duration High Yield Municipal Fund | 3.83% | Sep 29, 2015 | STXAX vs ISHYX | |
| Redwood Managed Municipal Income Fund | 3.89% | Mar 8, 2017 | STXAX vs RWMIX |
Lowest Drawdown Alternatives to STXAX
STXAX alternatives from the High Yield Muni category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Counterpoint Tactical Municipal Fund | -2.21% | Jun 10, 2018 | STXAX vs TMNIX | |
| Lord Abbett Short Duration High Income Municipal B... | -3.22% | Jun 14, 2015 | STXAX vs SDHIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | -3.63% | Jan 31, 2013 | STXAX vs NVHIX | |
| Invesco Short Duration High Yield Municipal Fund | -3.79% | Sep 29, 2015 | STXAX vs ISHYX | |
| abrdn Short Duration High Yield Municipal Fund | -3.81% | May 30, 2013 | STXAX vs AHYMX |
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 | 21 | -15.24% | Jan 2, 1968 | STXAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | STXAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | STXAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | STXAX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | STXAX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | STXAX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | STXAX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | STXAX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | STXAX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | STXAX vs SHAPX |
Often Compared With STXAX
What investors most often compare with STXAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Advisor Series Equity Growth Fund | Large Cap Growth Equities | 29 | -9.12% | Jun 6, 2014 | STXAX vs FMFMX |
Compare STXAX with Any Fund or Stock
Compare STXAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.