WesMark Government Bond Fund (WMBDX) Alternatives
WesMark Government Bond Fund (WMBDX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WMBDX. 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 WMBDX
WMBDX charges 1.03% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among WMBDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | WMBDX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | WMBDX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | WMBDX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | WMBDX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | WMBDX vs WFBIX |
Best Risk-Adjusted Alternatives to WMBDX
Among mutual funds in the Intermediate Core 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 | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | WMBDX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | WMBDX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | WMBDX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | WMBDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | WMBDX vs DFXIX |
Top Performing WMBDX Alternatives (YTD)
WMBDX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | WMBDX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | WMBDX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | WMBDX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | WMBDX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | WMBDX vs TCPYX |
Lowest Volatility Alternatives to WMBDX
WMBDX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | WMBDX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | WMBDX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | WMBDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | WMBDX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | WMBDX vs JIBEX |
Lowest Drawdown Alternatives to WMBDX
WMBDX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | WMBDX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | WMBDX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | WMBDX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | WMBDX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | WMBDX vs JIBEX |
Other Mutual Funds from WesMark
Most popular WesMark mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WesMark Small Company Fund | Small Cap Growth Equities | 66 | 0.27% | Dec 31, 1993 | WMBDX vs WMKSX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 33 | -9.29% | Apr 14, 1997 | WMBDX vs WMKGX | |
| WesMark Balanced Fund | Diversified Portfolio | 58 | -0.46% | Apr 19, 1998 | WMBDX vs WMBLX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 67 | -0.47% | Feb 28, 2017 | WMBDX vs WMKTX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 49 | -1.14% | Apr 13, 1997 | WMBDX vs WMKMX |
Compare WMBDX with Any Fund or Stock
Compare WMBDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.