Weitz Short Duration Income Fund (WEFIX) Alternatives
Weitz Short Duration Income Fund (WEFIX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WEFIX. 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 WEFIX
WEFIX charges 0.48% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among WEFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | WEFIX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | WEFIX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | Feb 23, 2017 | WEFIX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | WEFIX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | WEFIX vs VBISX |
Best Risk-Adjusted Alternatives to WEFIX
Among mutual funds in the Short-Term Bond 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 | |
|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | Jul 5, 2016 | WEFIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | WEFIX vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | WEFIX vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | WEFIX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 99 | Sep 30, 2011 | WEFIX vs DBLSX |
Top Performing WEFIX Alternatives (YTD)
WEFIX alternatives from the Short-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 4.77% | Apr 29, 2011 | WEFIX vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.24% | Mar 20, 2017 | WEFIX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | WEFIX vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | WEFIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 0.82% | Jul 5, 2016 | WEFIX vs DHEIX |
Lowest Volatility Alternatives to WEFIX
WEFIX alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Term Extended Quality Portfolio | 0.91% | Mar 4, 2009 | WEFIX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | WEFIX vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | WEFIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | WEFIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.19% | Jul 5, 2016 | WEFIX vs DHEAX |
Lowest Drawdown Alternatives to WEFIX
WEFIX alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Duration Real Return Portfolio | -0.47% | Nov 5, 2013 | WEFIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | WEFIX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | WEFIX vs DHEIX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | WEFIX vs GPICX | |
| Sextant Short Term Bond Fund | -0.60% | Sep 28, 1995 | WEFIX vs STBFX |
Other Mutual Funds from Weitz
Most popular Weitz mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Weitz Core Plus Income Fund | Intermediate Core-Plus Bond | 58 | -0.68% | Jul 31, 2014 | WEFIX vs WCPNX | |
| Weitz Value Fund | Large Cap Blend Equities | 1 | -14.29% | May 9, 1986 | WEFIX vs WVALX | |
| Weitz Partners Value Fund | Large Cap Blend Equities | 1 | -10.30% | Jun 1, 1983 | WEFIX vs WPVLX | |
| Weitz Balanced Fund | Diversified Portfolio | 5 | -3.90% | Sep 30, 2003 | WEFIX vs WBALX | |
| Weitz Partners III Opportunity Fund | Long-Short | 2 | -9.58% | Dec 29, 2005 | WEFIX vs WPOPX | |
| Weitz Nebraska Tax-Free Income Fund | Municipal Bonds | 87 | 0.67% | Dec 28, 2006 | WEFIX vs WNTFX |
Often Compared With WEFIX
What investors most often compare with WEFIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | Total Bond Market | 100 | 0.52% | Mar 3, 2011 | WEFIX vs FCNVX | |
| Fidelity Intermediate Bond Fund | Total Bond Market | 80 | -0.49% | May 23, 1975 | WEFIX vs FTHRX | |
| Fidelity Total Bond Fund | Total Bond Market | 63 | -0.49% | Oct 15, 2002 | WEFIX vs FTBFX | |
| PGIM Short-Term Corporate Bond Fund - Class R6 | Short-Term Bond | 92 | -0.43% | Mar 2, 2012 | WEFIX vs PSTQX | |
| Colorado Bond Shares A Tax Exempt Fund | Municipal Bonds | 71 | 0.39% | Jun 3, 1987 | WEFIX vs HICOX | |
| iShares Short-Term Corporate Bond ETF | Corporate Bonds | 94 | 0.14% | Jan 11, 2007 | WEFIX vs IGSB | |
| Pacer Global Cash Cows Dividend ETF | Large Cap Value Equities, Dividend | 93 | 13.21% | Feb 23, 2016 | WEFIX vs GCOW |
Compare WEFIX with Any Fund or Stock
Compare WEFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.