The Arbitrage Fund Class Institutional (ARBNX) Alternatives
The Arbitrage Fund Class Institutional (ARBNX) belongs to the Event Driven category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ARBNX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ARBNX
ARBNX charges 1.49% annually. Among mutual funds in the Event Driven category, these options have the lowest expense ratios among ARBNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Gabelli ABC Fund | 0.79% | May 13, 1993 | ARBNX vs GABCX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | 1.01% | Feb 27, 2001 | ARBNX vs EMAYX | |
| BlackRock Event Driven Equity Fund | 1.16% | Dec 18, 2007 | ARBNX vs BILPX | |
| The Merger Fund Class I | 1.32% | Aug 1, 2013 | ARBNX vs MERIX | |
| The Arbitrage Fund | 1.43% | Sep 17, 2000 | ARBNX vs ARBFX |
Best Risk-Adjusted Alternatives to ARBNX
Among mutual funds in the Event Driven category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| The Merger Fund Class I | 99 | Aug 1, 2013 | ARBNX vs MERIX | |
| The Merger Fund | 99 | Jan 30, 1989 | ARBNX vs MERFX | |
| Vivaldi Merger Arbitrage Fund Class I | 99 | Oct 1, 2015 | ARBNX vs VARBX | |
| NexPoint Merger Arbitrage Fund | 99 | Aug 18, 2016 | ARBNX vs HMEZX | |
| Dunham Monthly Distribution Fund | 98 | Jul 31, 2008 | ARBNX vs DAMDX |
Top Performing ARBNX Alternatives (YTD)
ARBNX alternatives from the Event Driven category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Gabelli Enterprise Mergers and Acquisitions Fund | 2.42% | Feb 27, 2001 | ARBNX vs EMAYX | |
| Camelot Event-Driven Fund Institutional Class | 1.36% | Jun 7, 2010 | ARBNX vs EVDIX | |
| Camelot Event Driven Fund Class A | 1.30% | Nov 21, 2003 | ARBNX vs EVDAX | |
| Gabelli ABC Fund | 1.20% | May 13, 1993 | ARBNX vs GABCX | |
| Dunham Monthly Distribution Fund | 1.02% | Jul 31, 2008 | ARBNX vs DAMDX |
Lowest Volatility Alternatives to ARBNX
ARBNX alternatives from the Event Driven category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Vivaldi Merger Arbitrage Fund Class I | 1.35% | Oct 1, 2015 | ARBNX vs VARBX | |
| The Merger Fund Class I | 1.51% | Aug 1, 2013 | ARBNX vs MERIX | |
| The Merger Fund | 1.53% | Jan 30, 1989 | ARBNX vs MERFX | |
| NexPoint Merger Arbitrage Fund | 1.61% | Aug 18, 2016 | ARBNX vs HMEZX | |
| Virtus Westchester Credit Event Fund | 2.21% | Dec 28, 2017 | ARBNX vs WCFRX |
Lowest Drawdown Alternatives to ARBNX
ARBNX alternatives from the Event Driven category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| The Merger Fund Class I | -0.47% | Aug 1, 2013 | ARBNX vs MERIX | |
| The Merger Fund | -0.52% | Jan 30, 1989 | ARBNX vs MERFX | |
| Vivaldi Merger Arbitrage Fund Class I | -0.64% | Oct 1, 2015 | ARBNX vs VARBX | |
| NexPoint Merger Arbitrage Fund | -1.06% | Aug 18, 2016 | ARBNX vs HMEZX | |
| Dunham Monthly Distribution Fund | -1.56% | Jul 31, 2008 | ARBNX vs DAMDX |
Often Compared With ARBNX
What investors most often compare with ARBNX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | ARBNX vs SPY | |
| iShares Core U.S. Aggregate Bond ETF | Total Bond Market | 60 | 0.02% | Sep 22, 2003 | ARBNX vs AGG | |
| Osterweis Strategic Income Fund | High Yield Bonds | 89 | -0.71% | Aug 30, 2002 | ARBNX vs OSTIX |
Compare ARBNX with Any Fund or Stock
Compare ARBNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.