WesMark West Virginia Municipal Bond Fund (WMKMX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WMKMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WMKMX
WMKMX charges 1.10% annually. There are 450 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | WMKMX vs LSMSX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | WMKMX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | WMKMX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | WMKMX vs FSMUX | |
| PIMCO Fixed Income SHares: Series TE | 0.07% | — | Jun 2012 | WMKMX vs FXIEX |
Best Risk-Adjusted Alternatives to WMKMX
WMKMX has a PortfoliosLab risk / return rank of 65. There are 345 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | WMKMX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | WMKMX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | WMKMX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | WMKMX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | WMKMX vs ATOIX |
Top Performing WMKMX Alternatives (YTD)
WMKMX is at 1.09% YTD. There are 357 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | WMKMX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | WMKMX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | WMKMX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | WMKMX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | WMKMX vs MIY |
Lowest Volatility Alternatives to WMKMX
WMKMX has 2.98% 1-year volatility. There are 325 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | WMKMX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | WMKMX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | WMKMX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | WMKMX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | WMKMX vs DFSMX |
Lowest Drawdown Alternatives to WMKMX
WMKMX has a 1-year max drawdown of -3.35%. There are 430 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | WMKMX vs BATVX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | WMKMX vs FHMIX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | WMKMX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | WMKMX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | WMKMX vs TFCYX |
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 | WMKMX vs WMKSX | |
| WesMark Balanced Fund | Diversified Portfolio | 91 | 9.65% | — | Apr 1998 | WMKMX vs WMBLX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 74 | 14.05% | — | Apr 1997 | WMKMX vs WMKGX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 67 | 7.28% | — | Feb 2017 | WMKMX vs WMKTX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 17 | 0.10% | — | Apr 1998 | WMKMX vs WMBDX |
Often Compared With WMKMX
Investors most often compare WMKMX with DCARX, FMBIX, NQP. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 96 | 2.03% | — | Oct 2017 | WMKMX vs DCARX | |
| Fidelity Municipal Bond Index Fund | Municipal Bonds | — | — | 0.00 | Jul 2019 | WMKMX vs FMBIX | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | WMKMX vs NQP | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 95 | 2.23% | — | Nov 2014 | WMKMX vs DMREX | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 36 | 1.79% | — | Apr 1987 | WMKMX vs NUV | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 96 | 0.67% | — | Dec 2017 | WMKMX vs FGNSX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 15 | 3.28% | — | Jul 1992 | WMKMX vs MQY | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 22 | 3.87% | — | Nov 1992 | WMKMX vs MPA | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 23 | 4.06% | — | Feb 1998 | WMKMX vs MUC | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 44 | 4.64% | — | Mar 1998 | WMKMX vs MUJ |
Compare WMKMX with Any Fund or Stock
Compare WMKMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WMKMX with funds that move differently
WesMark West Virginia Municipal Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WMKMX.
Explore WMKMX Diversifiers