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 448 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 | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | WMKMX vs VTMFX | |
| 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 |
Best Risk-Adjusted Alternatives to WMKMX
WMKMX has a PortfoliosLab risk / return rank of 67. There are 400 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 Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | WMKMX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | WMKMX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | WMKMX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | WMKMX vs FHMIX |
Top Performing WMKMX Alternatives (YTD)
WMKMX is at 0.89% YTD. There are 414 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 10.97% | — | Apr 1998 | WMKMX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.93% | — | Nov 2002 | WMKMX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 8.42% | — | Oct 1992 | WMKMX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 7.33% | — | Nov 2001 | WMKMX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 7.11% | — | Feb 1998 | WMKMX vs MUC |
Lowest Volatility Alternatives to WMKMX
WMKMX has 2.95% 1-year volatility. There are 318 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | WMKMX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 0.56% | — | Aug 2002 | WMKMX vs DFSMX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | WMKMX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | WMKMX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | WMKMX vs USMTX |
Lowest Drawdown Alternatives to WMKMX
WMKMX has a 1-year max drawdown of -3.35%. There are 423 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 | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | WMKMX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | WMKMX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | WMKMX vs TFCYX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | WMKMX vs DFSMX |
Other Mutual Funds from WesMark
The 5 most viewed WesMark mutual funds shown here include WMKSX, WMKGX, WMBLX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WesMark Small Company Fund | Small Cap Growth Equities | 68 | 19.86% | — | Dec 1993 | WMKMX vs WMKSX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 66 | 12.51% | — | Apr 1997 | WMKMX vs WMKGX | |
| WesMark Balanced Fund | Diversified Portfolio | 87 | 9.41% | — | Apr 1998 | WMKMX vs WMBLX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 56 | 5.63% | — | Feb 2017 | WMKMX vs WMKTX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 16 | -0.49% | — | Apr 1998 | WMKMX vs WMBDX |
Often Compared With WMKMX
Investors most often compare WMKMX with APUSX, DCARX, NUV. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 19 | 1.00% | — | Dec 2017 | WMKMX vs APUSX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 95 | 2.04% | — | Oct 2017 | WMKMX vs DCARX | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 60 | 3.73% | — | Apr 1987 | WMKMX vs NUV | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 31 | 6.89% | — | Mar 1993 | WMKMX vs NPV | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.92% | — | Dec 2017 | WMKMX vs FGNSX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 87 | 2.11% | — | Jun 2012 | WMKMX vs FXIEX | |
| DFA Municipal Real Return Portfolio | Municipal Bonds | 95 | 2.24% | — | Nov 2014 | WMKMX vs DMREX | |
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.29% | — | Jun 2015 | WMKMX vs DNYMX | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 46 | 5.38% | — | Nov 1992 | WMKMX vs MPA | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 32 | 6.18% | — | Jul 1992 | WMKMX vs MQY | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 69 | 6.57% | — | 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