Western Asset Core Plus Bond Fund Class I (WACPX) Alternatives

Western Asset Core Plus Bond Fund Class I (WACPX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WACPX. 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 WACPX

WACPX charges 0.45% annually. Among mutual funds in the Total Bond Market category, these options have the lowest expense ratios among WACPX alternatives.

Symbol	Name	Expense Ratio	Inception
VTBNX	Vanguard Total Bond Market II Index Fund	0.02%	—	WACPX vs VTBNX
FXNAX	Fidelity U.S. Bond Index Fund	0.03%	—	WACPX vs FXNAX
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	0.03%	Feb 5, 2010	WACPX vs VBMPX
FNSOX	Fidelity Short-Term Bond Index Fund	0.03%	Oct 18, 2017	WACPX vs FNSOX
VBTIX	Vanguard Total Bond Market Index Fund Institutiona...	0.04%	Sep 18, 1995	WACPX vs VBTIX

Best Risk-Adjusted Alternatives to WACPX

Among mutual funds in the Total Bond Market 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
VUSFX	Vanguard Ultra-Short-Term Bond Fund Admiral Shares	100	Feb 24, 2015	WACPX vs VUSFX
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	100	Oct 10, 2008	WACPX vs JSOSX
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	100	Feb 24, 2015	WACPX vs VUBFX
FCNVX	Fidelity Conservative Income Bond Institutional Cl...	100	Mar 3, 2011	WACPX vs FCNVX
FJTDX	Fidelity Flex Conservative Income Bond Fund	100	May 31, 2018	WACPX vs FJTDX

Top Performing WACPX Alternatives (YTD)

WACPX alternatives from the Total Bond Market category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
VUSFX	Vanguard Ultra-Short-Term Bond Fund Admiral Shares	0.61%	Feb 24, 2015	WACPX vs VUSFX
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	0.59%	Feb 24, 2015	WACPX vs VUBFX
FJTDX	Fidelity Flex Conservative Income Bond Fund	0.55%	May 31, 2018	WACPX vs FJTDX
FCNVX	Fidelity Conservative Income Bond Institutional Cl...	0.52%	Mar 3, 2011	WACPX vs FCNVX
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	0.41%	Oct 10, 2008	WACPX vs JSOSX

Lowest Volatility Alternatives to WACPX

WACPX alternatives from the Total Bond Market category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
VUSFX	Vanguard Ultra-Short-Term Bond Fund Admiral Shares	0.67%	Feb 24, 2015	WACPX vs VUSFX
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	0.68%	Oct 10, 2008	WACPX vs JSOSX
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	0.84%	Feb 24, 2015	WACPX vs VUBFX
FCNVX	Fidelity Conservative Income Bond Institutional Cl...	1.28%	Mar 3, 2011	WACPX vs FCNVX
FJTDX	Fidelity Flex Conservative Income Bond Fund	1.35%	May 31, 2018	WACPX vs FJTDX

Lowest Drawdown Alternatives to WACPX

WACPX alternatives from the Total Bond Market category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
FCNVX	Fidelity Conservative Income Bond Institutional Cl...	-0.20%	Mar 3, 2011	WACPX vs FCNVX
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	-0.26%	Oct 10, 2008	WACPX vs JSOSX
FJTDX	Fidelity Flex Conservative Income Bond Fund	-0.30%	May 31, 2018	WACPX vs FJTDX
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	-0.30%	Feb 24, 2015	WACPX vs VUBFX
VUSFX	Vanguard Ultra-Short-Term Bond Fund Admiral Shares	-0.35%	Feb 24, 2015	WACPX vs VUSFX

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
FKDNX	Franklin DynaTech Fund	Large Cap Growth Equities	21	-15.24%	Jan 2, 1968	WACPX vs FKDNX
FKRCX	Franklin Gold and Precious Metals Fund	Precious Metals	94	-2.21%	May 18, 1969	WACPX vs FKRCX
FKINX	Franklin Income Fund Class A1	Diversified Portfolio	82	2.15%	—	WACPX vs FKINX
FKGRX	Franklin Growth Fund	Large Cap Growth Equities	30	-8.53%	Apr 1, 1948	WACPX vs FKGRX
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	28	-4.58%	Jan 14, 1987	WACPX vs FRDPX
EMO	ClearBridge Energy Midstream Opportunity Fund	MLPs, Energy Equities	42	20.88%	Jun 10, 2011	WACPX vs EMO
SBLGX	ClearBridge Large Cap Growth Fund	Large Cap Growth Equities	7	-12.79%	Aug 29, 1997	WACPX vs SBLGX
SHRAX	ClearBridge Aggressive Growth Fund	Large Cap Blend Equities	18	-10.22%	Oct 24, 1983	WACPX vs SHRAX
FRIAX	Franklin Income Fund Advisor Class	Diversified Portfolio	86	2.21%	Aug 28, 1997	WACPX vs FRIAX
SHAPX	ClearBridge Appreciation Fund	Large Cap Blend Equities	35	-6.24%	Mar 10, 1970	WACPX vs SHAPX

Often Compared With WACPX

What investors most often compare with WACPX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
MWTRX	Metropolitan West Total Return Bond Fund	Intermediate Core-Plus Bond	40	-0.52%	Mar 31, 1997	WACPX vs MWTRX
PTRQX	PGIM Total Return Bond R6	Intermediate Core-Plus Bond	60	-0.59%	Dec 27, 2010	WACPX vs PTRQX
SDGIX	BNY Mellon Global Fixed Income Fund	Global Bonds	28	-1.13%	Dec 30, 1993	WACPX vs SDGIX
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	WACPX vs FXAIX
SHY	iShares 1-3 Year Treasury Bond ETF	Government Bonds	96	0.27%	Jul 22, 2002	WACPX vs SHY
FTBFX	Fidelity Total Bond Fund	Total Bond Market	63	-0.49%	Oct 15, 2002	WACPX vs FTBFX
JAAA	Janus Henderson AAA CLO ETF	CLO	97	0.73%	Oct 16, 2020	WACPX vs JAAA

Compare WACPX with Any Fund or Stock

Compare WACPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Western Asset Core Plus Bond Fund Class I

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