Azzad Wise Capital Fund (WISEX) 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 WISEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WISEX
WISEX charges 0.89% annually. There are 116 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | WISEX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | WISEX vs VISTX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | WISEX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | WISEX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | WISEX vs VBISX |
Best Risk-Adjusted Alternatives to WISEX
WISEX has a PortfoliosLab risk / return rank of 65. There are 81 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | WISEX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | WISEX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | WISEX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | WISEX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | WISEX vs DBLSX |
Top Performing WISEX Alternatives (YTD)
WISEX is at 0.51% YTD. There are 98 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | WISEX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | WISEX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | WISEX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | WISEX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | WISEX vs BATAX |
Lowest Volatility Alternatives to WISEX
WISEX has 1.29% 1-year volatility. There are 9 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | WISEX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | WISEX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | WISEX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | WISEX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | WISEX vs DHEAX |
Lowest Drawdown Alternatives to WISEX
WISEX has a 1-year max drawdown of -1.92%. There are 114 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | WISEX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | WISEX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | WISEX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | WISEX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | WISEX vs HOBEX |
Other Mutual Funds from Azzad Fund
The 1 most viewed Azzad Fund mutual funds shown here include ADJEX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Azzad Ethical Fund | Mid Cap Growth Equities | 12 | 12.03% | — | Dec 2000 | WISEX vs ADJEX |
Often Compared With WISEX
Investors most often compare WISEX with SPSK, AMAPX, AMANX. These 15 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare WISEX with Any Fund or Stock
Compare WISEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WISEX with funds that move differently
Azzad Wise Capital Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WISEX.
Explore WISEX Diversifiers