AGDAX Alternatives & Similar Mutual Funds

AB High Income Fund (AGDAX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AGDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AGDAX

AGDAX charges 0.84% annually. There are 96 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FHYSX	Federated Hermes High-Yield Strategy Portfolio	0.02%	—	Dec 2008	AGDAX vs FHYSX
VWEAX	Vanguard High-Yield Corporate Fund Admiral Shares	0.12%	25.80B	Nov 2001	AGDAX vs VWEAX
PIAMX	PIA High Yield (MACS) Fund	0.20%	—	Dec 2017	AGDAX vs PIAMX
VWEHX	Vanguard High-Yield Corporate Fund Investor Shares	0.22%	25.80B	Dec 1978	AGDAX vs VWEHX
CRDOX	Six Circles Credit Opportunities Fund	0.29%	—	Nov 2020	AGDAX vs CRDOX

Best Risk-Adjusted Alternatives to AGDAX

AGDAX has a PortfoliosLab risk / return rank of 71. There are 99 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
XILSX	Pioneer ILS Interval Fund	100	—	Dec 2014	AGDAX vs XILSX
CCLFX	Cliffwater Corporate Lending Fund	100	—	Mar 2019	AGDAX vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	100	—	Sep 2010	AGDAX vs RPHIX
CWFIX	Chartwell Short Duration High Yield Fund	97	—	Jul 2014	AGDAX vs CWFIX
PSHNX	Penn Capital Short Duration High Income Fund	97	—	Jul 2017	AGDAX vs PSHNX

Top Performing AGDAX Alternatives (YTD)

AGDAX is at 2.18% YTD. There are 57 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 9.42%.

Symbol	Name	YTD Return	AUM	Inception
XILSX	Pioneer ILS Interval Fund	9.42%	—	Dec 2014	AGDAX vs XILSX
FOCIX	Fairholme Focused Income Fund	8.79%	—	Dec 2009	AGDAX vs FOCIX
FAGIX	Fidelity Capital & Income Fund	7.46%	—	Nov 1977	AGDAX vs FAGIX
FIQTX	Fidelity Advisor High Income Advantage Fund Class ...	6.76%	—	Oct 2018	AGDAX vs FIQTX
FAHCX	Fidelity Advisor High Income Advantage Fund Class ...	6.70%	—	Jul 1995	AGDAX vs FAHCX

Lowest Volatility Alternatives to AGDAX

AGDAX has 3.31% 1-year volatility. There are 100 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
CCLFX	Cliffwater Corporate Lending Fund	0.85%	—	Mar 2019	AGDAX vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	0.85%	—	Sep 2010	AGDAX vs RPHIX
CWFIX	Chartwell Short Duration High Yield Fund	1.50%	—	Jul 2014	AGDAX vs CWFIX
SCFIX	Shenkman Capital Short Duration High Income Fund	1.63%	—	Oct 2012	AGDAX vs SCFIX
OSTIX	Osterweis Strategic Income Fund	1.70%	—	Aug 2002	AGDAX vs OSTIX

Lowest Drawdown Alternatives to AGDAX

AGDAX has a 1-year max drawdown of -2.76%. There are 142 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RPHIX	RiverPark Short Term High Yield Fund	-0.10%	—	Sep 2010	AGDAX vs RPHIX
CCLFX	Cliffwater Corporate Lending Fund	-0.19%	—	Mar 2019	AGDAX vs CCLFX
XILSX	Pioneer ILS Interval Fund	-0.21%	—	Dec 2014	AGDAX vs XILSX
MDHVX	MainStay MacKay Short Duration High Yield Fund	-1.06%	—	Dec 2012	AGDAX vs MDHVX
SCFIX	Shenkman Capital Short Duration High Income Fund	-1.11%	—	Oct 2012	AGDAX vs SCFIX

Other Mutual Funds from AllianceBernstein

The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
APGAX	AB Large Cap Growth Fund Class A	Large Cap Growth Equities	11	4.57%	—	Oct 1996	AGDAX vs APGAX
APGYX	AB Large Cap Growth Fund Advisor Class	Large Cap Growth Equities	11	4.71%	—	Jan 1996	AGDAX vs APGYX
APGZX	AB Large Cap Growth Fund Class Z	Large Cap Growth Equities	12	4.76%	—	Jul 2015	AGDAX vs APGZX
AGRFX	AB Growth Fund	Large Cap Growth Equities	12	6.56%	—	Sep 1990	AGDAX vs AGRFX
MISHX	AB Municipal Income Shares	High Yield Muni	80	2.54%	—	Aug 2010	AGDAX vs MISHX
ALTFX	AB Sustainable Global Thematic Fund	Global Equities	5	3.78%	—	Feb 1982	AGDAX vs ALTFX
QUASX	AB Small Cap Growth Portfolio	Small Cap Growth Equities	32	21.46%	—	Feb 1969	AGDAX vs QUASX
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	17	0.08%	—	Aug 1987	AGDAX vs ACGYX
AWF	AllianceBernstein Global High Income Closed Fund	High Yield Bonds	3	-1.22%	—	Jul 1993	AGDAX vs AWF
ABTYX	AB High Income Municipal Portfolio	High Yield Muni	73	2.82%	—	Jan 2010	AGDAX vs ABTYX

Often Compared With AGDAX

Investors most often compare AGDAX with FNWFX, JEPI, SCHD. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FNWFX	American Funds New World Fund Class F-3	Emerging Markets Diversified	53	15.45%	—	Jun 1999	AGDAX vs FNWFX
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	34	3.30%	45.17B	May 2020	AGDAX vs JEPI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	86	20.66%	98.55B	Oct 2011	AGDAX vs SCHD
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	65	8.49%	40.37B	May 2022	AGDAX vs JEPQ
PDI	PIMCO Dynamic Income Fund		42	1.19%	—	—	AGDAX vs PDI
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	AGDAX vs SPY
FXAIX	Fidelity 500 Index Fund	S&P 500	63	11.06%	—	Feb 1988	AGDAX vs FXAIX
PBHAX	PGIM High Yield Fund	High Yield Bonds	67	1.83%	—	Jan 1990	AGDAX vs PBHAX
BST	BlackRock Science and Technology Trust		85	19.75%	—	—	AGDAX vs BST
SCYB	Schwab High Yield Bond ETF	High Yield Bonds	64	1.87%	2.68B	Jul 2023	AGDAX vs SCYB
AUNYX	AB Municipal Bond Inflation Strategy	Municipal Bonds	92	2.56%	—	Jan 2010	AGDAX vs AUNYX
ALNYX	AB Municipal Income Fund New York Portfolio	Municipal Bonds	86	2.35%	—	Dec 1986	AGDAX vs ALNYX
ARIIX	AB Global Real Estate Investment Fund II	REIT	25	9.33%	—	Dec 1997	AGDAX vs ARIIX
ABIYX	AB International Value Fund	Foreign Large Cap Equities	43	10.41%	—	Mar 2001	AGDAX vs ABIYX
ANBIX	AB Bond Inflation Strategy	Inflation-Protected Bonds	50	1.03%	—	Jan 2010	AGDAX vs ANBIX
SCYVX	AB Small Cap Value Portfolio	Small Cap Value Equities	59	26.59%	—	Dec 2014	AGDAX vs SCYVX
ALCAX	AB Municipal Income Fund California Portfolio	Municipal Bonds	73	1.70%	—	Dec 1986	AGDAX vs ALCAX
WPSGX	AB Concentrated Growth Fund	Large Cap Growth Equities	2	-4.12%	—	Feb 1994	AGDAX vs WPSGX
AWPAX	AB Sustainable International Thematic Fund	Foreign Large Cap Equities	6	3.97%	—	Jun 1994	AGDAX vs AWPAX
ANAGX	AB Global Bond Fund	Global Bonds	16	0.64%	—	Mar 1992	AGDAX vs ANAGX

Compare AGDAX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair AGDAX with funds that move differently

AB High Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AGDAX.

Explore AGDAX Diversifiers

AB High Income Fund (AGDAX) Alternatives