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 a closer substitute for your current allocation.
Cheapest Alternatives to WMBDX
WMBDX charges 1.03% annually. There are 107 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | WMBDX vs VBMPX | |
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | WMBDX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | WMBDX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | WMBDX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | WMBDX vs QDVBX |
Best Risk-Adjusted Alternatives to WMBDX
WMBDX has a PortfoliosLab risk / return rank of 11. There are 87 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 58.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 58 | 19.40B | Mar 1994 | WMBDX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 56 | — | Oct 2011 | WMBDX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 48 | — | Mar 2006 | WMBDX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 42 | — | Aug 1995 | WMBDX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | WMBDX vs MCDWX |
Top Performing WMBDX Alternatives (YTD)
WMBDX is at -1.13% YTD. There are 73 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 1.44% | — | Aug 1995 | WMBDX vs PCGTX | |
| DFA Diversified Fixed Income Portfolio | 0.44% | — | Aug 2016 | WMBDX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.42% | — | Mar 2006 | WMBDX vs LSSAX | |
| Manning & Napier Credit Series | 0.35% | — | Apr 2020 | WMBDX vs MCDWX | |
| Fidelity Education Income Fund | 0.04% | — | Mar 2021 | WMBDX vs FEDUX |
Lowest Volatility Alternatives to WMBDX
WMBDX has 4.04% 1-year volatility. There are 90 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | WMBDX vs VCAIX | |
| Fidelity Education Income Fund | 2.44% | — | Mar 2021 | WMBDX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.48% | — | Sep 2000 | WMBDX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | WMBDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | WMBDX vs DFXIX |
Lowest Drawdown Alternatives to WMBDX
WMBDX has a 1-year max drawdown of -3.49%. There are 106 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | WMBDX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | WMBDX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | WMBDX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | WMBDX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | WMBDX vs FTHRX |
Other Mutual Funds from WesMark
The 5 most viewed WesMark mutual funds shown here include WMKSX, WMBLX, WMKGX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WesMark Small Company Fund | Small Cap Growth Equities | 64 | 19.04% | — | Dec 1993 | WMBDX vs WMKSX | |
| WesMark Balanced Fund | Diversified Portfolio | 89 | 9.05% | — | Apr 1998 | WMBDX vs WMBLX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 60 | 12.37% | — | Apr 1997 | WMBDX vs WMKGX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 69 | 5.87% | — | Feb 2017 | WMBDX vs WMKTX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 44 | -1.13% | — | Apr 1997 | WMBDX vs WMKMX |
Often Compared With WMBDX
Investors most often compare WMBDX with CRAIX, TCPYX, OWFIX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare WMBDX with Any Fund or Stock
Compare WMBDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WMBDX with funds that move differently
WesMark Government Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WMBDX.
Explore WMBDX Diversifiers