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 53 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 | WOBDX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | WOBDX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | WOBDX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | WOBDX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | WOBDX vs WFBIX |
Best Risk-Adjusted Alternatives to WOBDX
WOBDX has a PortfoliosLab risk / return rank of 19. There are 61 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 57.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 57 | — | Mar 2006 | WOBDX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 54 | — | Oct 2011 | WOBDX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 47 | — | Aug 1995 | WOBDX vs PCGTX | |
| Manning & Napier Credit Series | 40 | — | Apr 2020 | WOBDX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 35 | — | May 2023 | WOBDX vs FSMOX |
Top Performing WOBDX Alternatives (YTD)
WOBDX is at 0.45% YTD. There are 20 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.63% | — | Aug 1995 | WOBDX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.36% | — | Mar 2006 | WOBDX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.18% | — | Oct 2011 | WOBDX vs STWTX | |
| Dupree Taxable Municipal Bond Fund | 1.01% | — | Nov 2010 | WOBDX vs DUTMX | |
| MassMutual Core Bond Fund | 0.74% | — | Sep 1994 | WOBDX vs MCBDX |
Lowest Volatility Alternatives to WOBDX
WOBDX has 3.82% 1-year volatility. There are 34 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | WOBDX vs BIMIX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | WOBDX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | WOBDX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.60% | — | Aug 2016 | WOBDX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | WOBDX vs JIBEX |
Lowest Drawdown Alternatives to WOBDX
WOBDX has a 1-year max drawdown of -2.99%. There are 52 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 | WOBDX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | WOBDX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | WOBDX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | WOBDX vs BIMIX | |
| 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 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 12 | 3.53% | — | Nov 2010 | WOBDX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 11 | 3.40% | — | Feb 1992 | WOBDX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.28% | — | Feb 1994 | WOBDX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 12 | 0.39% | — | Aug 2018 | WOBDX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 72 | 12.33% | — | Jul 1987 | WOBDX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -1.71% | — | Dec 2013 | WOBDX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 76 | 0.99% | — | Jun 2014 | WOBDX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 3.06% | — | Sep 1993 | WOBDX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 12 | 0.35% | — | Aug 2018 | WOBDX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 2.06% | — | Oct 1999 | WOBDX vs VHIAX |
Often Compared With WOBDX
Investors most often compare WOBDX with HLIPX, DBLTX, BSCS. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare WOBDX with Any Fund or Stock
Compare WOBDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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