WOBDX Alternatives & Similar Mutual Funds

JPMorgan Core Bond Fund (WOBDX) 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 WOBDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WOBDX

WOBDX charges 0.50% annually. There are 56 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	0.02%	398.10B	Feb 2010	WOBDX vs VBMPX
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	WOBDX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	WOBDX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	WOBDX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	WOBDX vs QDVBX

Best Risk-Adjusted Alternatives to WOBDX

WOBDX has a PortfoliosLab risk / return rank of 16. There are 41 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
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	58	19.40B	Mar 1994	WOBDX vs VCAIX
STWTX	Hartford Schroders Tax-Aware Bond Fund	56	—	Oct 2011	WOBDX vs STWTX
LSSAX	Loomis Sayles Securitized Asset Fund	48	—	Mar 2006	WOBDX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	42	—	Aug 1995	WOBDX vs PCGTX
MCDWX	Manning & Napier Credit Series	39	—	Apr 2020	WOBDX vs MCDWX

Top Performing WOBDX Alternatives (YTD)

WOBDX is at -0.61% YTD. There are 26 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	1.44%	—	Aug 1995	WOBDX vs PCGTX
DFXIX	DFA Diversified Fixed Income Portfolio	0.44%	—	Aug 2016	WOBDX vs DFXIX
LSSAX	Loomis Sayles Securitized Asset Fund	0.42%	—	Mar 2006	WOBDX vs LSSAX
MCDWX	Manning & Napier Credit Series	0.35%	—	Apr 2020	WOBDX vs MCDWX
FEDUX	Fidelity Education Income Fund	0.04%	—	Mar 2021	WOBDX vs FEDUX

Lowest Volatility Alternatives to WOBDX

WOBDX has 3.79% 1-year volatility. There are 35 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
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	2.36%	19.40B	Mar 1994	WOBDX vs VCAIX
FEDUX	Fidelity Education Income Fund	2.44%	—	Mar 2021	WOBDX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.48%	—	Sep 2000	WOBDX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.49%	—	Sep 2000	WOBDX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.62%	—	Aug 2016	WOBDX vs DFXIX

Lowest Drawdown Alternatives to WOBDX

WOBDX has a 1-year max drawdown of -2.99%. There are 51 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
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	WOBDX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	WOBDX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	WOBDX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.08%	—	Sep 2000	WOBDX vs BIMIX
FTHRX	Fidelity Intermediate Bond Fund	-2.11%	—	May 1975	WOBDX vs FTHRX

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	6	-1.09%	—	Nov 2010	WOBDX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	6	-1.23%	—	Feb 1992	WOBDX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	6	-1.37%	—	Feb 1994	WOBDX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	28	3.73%	—	Aug 2018	WOBDX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	91	16.82%	—	Jul 1987	WOBDX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Equity Hedged	16	-0.72%	—	Dec 2013	WOBDX vs JHEQX
JMSIX	JPMorgan Income Fund Class I	Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed	81	1.12%	—	Jun 2014	WOBDX vs JMSIX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	17	3.84%	—	Sep 1993	WOBDX vs JUEMX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	27	3.67%	—	Aug 2018	WOBDX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	7	-1.08%	—	Oct 1999	WOBDX vs VHIAX

Often Compared With WOBDX

Investors most often compare WOBDX with HLIPX, DBLTX, BSCS. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HLIPX	JPMorgan Core Plus Bond Fund	Intermediate Core-Plus Bond	17	-0.80%	—	Mar 1993	WOBDX vs HLIPX
DBLTX	DoubleLine Total Return Bond Fund Class I	Total Bond Market	15	-1.15%	—	Apr 2010	WOBDX vs DBLTX
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	Corporate Bonds	89	1.26%	3.56B	Aug 2018	WOBDX vs BSCS
LALDX	Lord Abbett Short Duration Income Fund	Short-Term Bond	70	0.83%	—	Nov 1993	WOBDX vs LALDX
UCON	First Trust TCW Unconstrained Plus Bond ETF	Nontraditional Bonds	42	0.34%	3.26B	Jun 2018	WOBDX vs UCON
PRCIX	T. Rowe Price New Income Fund	Intermediate Core Bond	22	-0.94%	—	Aug 1973	WOBDX vs PRCIX
AGG	iShares Core U.S. Aggregate Bond ETF	Total Bond Market	24	-0.33%	137.11B	Sep 2003	WOBDX vs AGG
TSBIX	TIAA-CREF Core Impact Bond Fund Institutional Clas...	Total Bond Market	22	-0.52%	—	—	WOBDX vs TSBIX
DODIX	Dodge & Cox Income Fund	Intermediate Core-Plus Bond	18	-0.78%	—	—	WOBDX vs DODIX
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	Corporate Bonds	58	0.84%	2.91B	Sep 2019	WOBDX vs BSCT
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	52	0.93%	—	Feb 2008	WOBDX vs BSIIX
MRBIX	MFS Total Return Bond Fund	Intermediate Core-Plus Bond	16	-0.73%	—	Jan 1999	WOBDX vs MRBIX
SRBFX	Columbia Total Return Bond Fund	Intermediate Core-Plus Bond	15	-0.89%	—	Dec 1978	WOBDX vs SRBFX
XONE	BondBloxx Bloomberg One Year Target Duration US Tr...	Government Bonds, Ultrashort Bond	99	1.64%	841.59M	Sep 2022	WOBDX vs XONE
JICDX	John Hancock Funds II Core Bond Fund	Intermediate Core Bond	7	-0.77%	—	Oct 2005	WOBDX vs JICDX
FBKWX	Fidelity Advisor Total Bond Fund Class Z	Total Bond Market	15	-0.73%	—	Oct 2002	WOBDX vs FBKWX
CLDAX	Calvert Core Bond Fund	Intermediate Core Bond	11	-1.36%	—	Dec 2004	WOBDX vs CLDAX
GIUSX	Guggenheim Core Bond Fund Institutional Class	Total Bond Market	16	-0.79%	—	—	WOBDX vs GIUSX
GSY	Invesco Ultra Short Duration ETF	Ultrashort Bond	99	2.19%	3.91B	Feb 2008	WOBDX vs GSY
JEMSX	JPMorgan Emerging Markets Equity Fund Class I	Emerging Markets Equities	77	23.76%	—	—	WOBDX vs JEMSX

Compare WOBDX with Any Fund or Stock

Compare WOBDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair WOBDX with funds that move differently

JPMorgan Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WOBDX.

Explore WOBDX Diversifiers

JPMorgan Core Bond Fund (WOBDX) Alternatives