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 a closer substitute for your current allocation.
Cheapest Alternatives to WACPX
WACPX charges 0.45% annually. There are 56 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | WACPX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | WACPX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | WACPX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 389.80B | Feb 2010 | WACPX vs VBMPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.04% | 389.80B | Sep 1995 | WACPX vs VBTIX |
Best Risk-Adjusted Alternatives to WACPX
WACPX has a PortfoliosLab risk / return rank of 21. There are 83 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | WACPX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | 15.70B | Feb 2015 | WACPX vs VUBFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | WACPX vs JSOSX | |
| Fidelity Conservative Income Bond Institutional Cl... | 99 | — | Mar 2011 | WACPX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | WACPX vs FJTDX |
Top Performing WACPX Alternatives (YTD)
WACPX is at 0.36% YTD. There are 81 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 3.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 3.40% | — | Oct 2018 | WACPX vs FIWDX | |
| Fidelity Strategic Income Fund | 3.29% | — | Oct 1994 | WACPX vs FADMX | |
| Fidelity Advisor Strategic Income Fund Class M | 3.28% | — | Oct 1994 | WACPX vs FSIAX | |
| Fidelity Advisor Strategic Income Fund Class I | 3.27% | — | Jul 1995 | WACPX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 3.19% | — | Sep 1996 | WACPX vs FSTAX |
Lowest Volatility Alternatives to WACPX
WACPX has 4.32% 1-year volatility. There are 94 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.59% | — | Feb 2015 | WACPX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | WACPX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.77% | 15.70B | Feb 2015 | WACPX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.19% | — | Mar 2011 | WACPX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.28% | — | May 2018 | WACPX vs FJTDX |
Lowest Drawdown Alternatives to WACPX
WACPX has a 1-year max drawdown of -3.60%. There are 95 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | WACPX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | WACPX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | WACPX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | WACPX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | WACPX vs VUBFX |
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 | WACPX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 43 | 6.83% | — | May 1969 | WACPX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | WACPX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 29 | 7.09% | — | Apr 1948 | WACPX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 20 | 15.80% | — | Jun 2011 | WACPX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 34 | 5.86% | — | Jan 1987 | WACPX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 5.90% | — | Aug 1997 | WACPX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 3.89% | — | Oct 1983 | WACPX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | WACPX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 37 | 6.04% | — | Mar 1970 | WACPX vs SHAPX |
Often Compared With WACPX
Investors most often compare WACPX with MWTRX, PTRQX, SDGIX. These 12 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare WACPX with Any Fund or Stock
Compare WACPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WACPX with funds that move differently
Western Asset Core Plus Bond Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WACPX.
Explore WACPX Diversifiers