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 a closer substitute for your current allocation.
Cheapest Alternatives to AVIGX
AVIGX charges 0.15% annually. There are 13 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 | AVIGX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | AVIGX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | AVIGX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | AVIGX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | AVIGX vs QDVBX |
Best Risk-Adjusted Alternatives to AVIGX
AVIGX has a PortfoliosLab risk / return rank of 18. There are 68 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | AVIGX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | AVIGX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | AVIGX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | AVIGX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | AVIGX vs MCDWX |
Top Performing AVIGX Alternatives (YTD)
AVIGX is at -0.95% YTD. There are 88 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | AVIGX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | AVIGX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | AVIGX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | AVIGX vs MCDWX | |
| Fidelity Education Income Fund | 0.15% | — | Mar 2021 | AVIGX vs FEDUX |
Lowest Volatility Alternatives to AVIGX
AVIGX has 4.09% 1-year volatility. There are 98 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 | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | AVIGX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | AVIGX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | AVIGX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | AVIGX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | AVIGX vs DFXIX |
Lowest Drawdown Alternatives to AVIGX
AVIGX has a 1-year max drawdown of -3.04%. There are 64 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 | AVIGX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | AVIGX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | AVIGX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | AVIGX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | AVIGX vs FTHRX |
Other Mutual Funds from Avantis
The 7 most viewed Avantis mutual funds shown here include AVUVX, AVDVX, AVDEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value Fund | Small Cap Value Equities | 90 | 23.69% | — | Dec 2019 | AVIGX vs AVUVX | |
| Avantis International Small Cap Value Fund Institu... | Foreign Small & Mid Cap Equities | 85 | 15.16% | — | Dec 2019 | AVIGX vs AVDVX | |
| Avantis International Equity Fund | Foreign Large Cap Equities | 78 | 13.50% | — | Dec 2019 | AVIGX vs AVDEX | |
| Avantis U.S. Equity Fund | Large Cap Blend Equities | 84 | 14.37% | — | Dec 2019 | AVIGX vs AVUSX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | Large Cap Value Equities | 97 | 24.65% | — | Jun 2022 | AVIGX vs AVLVX | |
| Avantis Emerging Markets Equity Fund | Emerging Markets Equities | 53 | 14.22% | — | Dec 2019 | AVIGX vs AVEEX | |
| Avantis International Small Cap Value Fund Class G | Foreign Small & Mid Cap Equities | 85 | 15.40% | — | Jan 2021 | AVIGX vs AVANX |
Often Compared With AVIGX
Investors most often compare AVIGX with JIBEX, NPFI, WFBIX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare AVIGX with Any Fund or Stock
Compare AVIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AVIGX with funds that move differently
Avantis Core Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVIGX.
Explore AVIGX Diversifiers