Avantis Core Fixed Income Fund (AVIGX) Alternatives
Avantis Core Fixed Income Fund (AVIGX) 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 AVIGX. 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 AVIGX
AVIGX charges 0.15% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among AVIGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | AVIGX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | AVIGX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | AVIGX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | AVIGX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | AVIGX vs WFBIX |
Best Risk-Adjusted Alternatives to AVIGX
Among mutual funds in the Intermediate Core Bond 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 | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | AVIGX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | AVIGX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | AVIGX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | AVIGX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | AVIGX vs DFXIX |
Top Performing AVIGX Alternatives (YTD)
AVIGX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | AVIGX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | AVIGX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | AVIGX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | AVIGX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | AVIGX vs TCPYX |
Lowest Volatility Alternatives to AVIGX
AVIGX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | AVIGX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | AVIGX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | AVIGX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | AVIGX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | AVIGX vs JIBEX |
Lowest Drawdown Alternatives to AVIGX
AVIGX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | AVIGX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | AVIGX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | AVIGX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | AVIGX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | AVIGX vs JIBEX |
Other Mutual Funds from Avantis Investors
Most popular Avantis Investors mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value Fund | Small Cap Value Equities | 66 | 5.65% | Dec 4, 2019 | AVIGX vs AVUVX | |
| Avantis International Small Cap Value Fund | Foreign Small & Mid Cap Equities | 94 | 3.00% | Dec 3, 2019 | AVIGX vs AVDVX | |
| Avantis International Equity Fund | Foreign Large Cap Equities | 84 | -0.19% | Dec 4, 2019 | AVIGX vs AVDEX | |
| Avantis U.S. Equity Fund | Large Cap Blend Equities | 62 | -2.58% | Dec 4, 2019 | AVIGX vs AVUSX | |
| Avantis Emerging Markets Equity Fund | Emerging Markets Diversified | 87 | 0.61% | Dec 3, 2019 | AVIGX vs AVEEX |
Often Compared With AVIGX
What investors most often compare with AVIGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuveen Preferred And Income ETF | Preferred Stock/Convertible Bonds | 88 | -0.72% | Mar 5, 2024 | AVIGX vs NPFI | |
| Manning & Napier Credit Series | Intermediate Core Bond | 81 | -0.35% | Apr 15, 2020 | AVIGX vs MCDWX | |
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | AVIGX vs UMMGX |
Compare AVIGX with Any Fund or Stock
Compare AVIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.