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 452 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 | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | WMKMX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | WMKMX vs FHMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | WMKMX vs VTMFX | |
| 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 44. There are 424 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 Municipal Bond Portfolio | 100 | — | Aug 2002 | WMKMX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | WMKMX vs ATOIX | |
| DFA Short-Term Selective State Municipal Bond Port... | 99 | — | Apr 2022 | WMKMX vs DFABX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | WMKMX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | WMKMX vs TFCYX |
Top Performing WMKMX Alternatives (YTD)
WMKMX is at -1.13% YTD. There are 472 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 10.88% | — | Apr 1998 | WMKMX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 6.63% | — | Nov 2002 | WMKMX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 5.90% | — | Oct 1992 | WMKMX vs MIY | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 4.67% | 12.30B | Sep 1994 | WMKMX vs VTMFX | |
| BlackRock MuniHoldings New Jersey Quality Fund | 3.83% | — | Mar 1998 | WMKMX vs MUJ |
Lowest Volatility Alternatives to WMKMX
WMKMX has 3.16% 1-year volatility. There are 364 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | Aug 2002 | WMKMX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.57% | — | Apr 2022 | WMKMX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | WMKMX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.63% | — | May 2016 | WMKMX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.65% | — | May 2016 | WMKMX vs USMTX |
Lowest Drawdown Alternatives to WMKMX
WMKMX has a 1-year max drawdown of -3.35%. There are 427 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 | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | WMKMX vs TFCYX | |
| 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 | |
| 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, 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 | WMKMX vs WMKSX | |
| WesMark Balanced Fund | Diversified Portfolio | 89 | 9.05% | — | Apr 1998 | WMKMX vs WMBLX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 60 | 12.37% | — | Apr 1997 | WMKMX vs WMKGX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 69 | 5.87% | — | Feb 2017 | WMKMX vs WMKTX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 11 | -1.13% | — | Apr 1998 | WMKMX vs WMBDX |
Often Compared With WMKMX
Investors most often compare WMKMX with APUSX, DCARX, NPV. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
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