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 101 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | WMBDX vs WFBIX |
Best Risk-Adjusted Alternatives to WMBDX
WMBDX has a PortfoliosLab risk / return rank of 17. There are 94 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 65 | — | Mar 2006 | WMBDX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 55 | — | Aug 1995 | WMBDX vs PCGTX | |
| Hartford Schroders Tax-Aware Bond Fund | 49 | — | Oct 2011 | WMBDX vs STWTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | WMBDX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 42 | — | Aug 2016 | WMBDX vs DFXIX |
Top Performing WMBDX Alternatives (YTD)
WMBDX is at 0.10% YTD. There are 82 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 3.02% | — | Aug 1995 | WMBDX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | WMBDX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.07% | — | Oct 2011 | WMBDX vs STWTX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.98% | — | May 2023 | WMBDX vs FSMOX | |
| DFA Diversified Fixed Income Portfolio | 0.94% | — | Aug 2016 | WMBDX vs DFXIX |
Lowest Volatility Alternatives to WMBDX
WMBDX has 4.22% 1-year volatility. There are 90 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | WMBDX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | WMBDX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.53% | — | Sep 2000 | WMBDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | WMBDX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | WMBDX vs JIBEX |
Lowest Drawdown Alternatives to WMBDX
WMBDX has a 1-year max drawdown of -3.49%. There are 100 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 | -2.07% | — | Sep 2000 | WMBDX vs BIMIX | |
| CCM Community Impact Bond Fund | -2.15% | — | Aug 1999 | WMBDX vs CRAIX |
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 | 54 | 15.68% | — | Dec 1993 | WMBDX vs WMKSX | |
| WesMark Balanced Fund | Diversified Portfolio | 91 | 9.65% | — | Apr 1998 | WMBDX vs WMBLX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 74 | 14.05% | — | Apr 1997 | WMBDX vs WMKGX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 67 | 7.28% | — | Feb 2017 | WMBDX vs WMKTX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 65 | 1.09% | — | Apr 1997 | WMBDX vs WMKMX |
Often Compared With WMBDX
Investors most often compare WMBDX with TCPYX, DUTMX, NMKBX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Touchstone Impact Bond Fund | Intermediate Core Bond | 25 | 0.53% | — | Nov 1991 | WMBDX vs TCPYX | |
| Dupree Taxable Municipal Bond Fund | Intermediate Core Bond | 19 | 0.88% | — | Nov 2010 | WMBDX vs DUTMX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 27 | 0.49% | — | Dec 2020 | WMBDX vs NMKBX | |
| T. Rowe Price New Income Fund | Intermediate Core Bond | 34 | 0.13% | — | Aug 1973 | WMBDX vs PRCIX | |
| Old Westbury Fixed Income Fund | Intermediate Core Bond | 23 | 0.00% | — | Mar 1998 | WMBDX vs OWFIX | |
| Columbia Bond Fund | Intermediate Core Bond | — | — | — | Jan 1986 | WMBDX vs UMMGX | |
| Principal Bond Market Index Fund | Intermediate Core Bond | 25 | 0.47% | — | Dec 2009 | WMBDX vs PNIIX | |
| MassMutual Core Bond Fund | Intermediate Core Bond | 39 | 0.85% | — | Sep 1994 | WMBDX vs MCBDX | |
| SEI Institutional Managed Trust Core Fixed Income ... | Intermediate Core Bond | 18 | 0.16% | — | May 1987 | WMBDX vs TRLVX | |
| SEI Institutional Investments Trust Core Fixed Inc... | Intermediate Core Bond | 22 | 0.41% | — | Jun 1996 | WMBDX vs SCOAX | |
| PACE Intermediate Fixed Income Investments | Intermediate Core Bond | 39 | 0.65% | — | Aug 1995 | WMBDX vs PCIFX |
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