CollegeAdvantage 529 Savings Plan - BlackRock Inflation Protected Bond Option (BORAX) belongs to the Inflation-Protected Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BORAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BORAX
BORAX charges 1.48% annually. There are 53 mutual funds in the Inflation-Protected Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust Real Return Fu... | 0.02% | — | Dec 2006 | BORAX vs RRPAX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.04% | — | Oct 2012 | BORAX vs VTSPX | |
| Schwab Treasury Inflation Protected Securities Ind... | 0.05% | — | Mar 2006 | BORAX vs SWRSX | |
| Fidelity Inflation-Protected Bond Index Fund | 0.05% | — | May 2012 | BORAX vs FIPDX | |
| Fidelity SAI Inflation-Protected Bond Index Fund | 0.05% | — | Aug 2024 | BORAX vs FSPWX |
Best Risk-Adjusted Alternatives to BORAX
BORAX has a PortfoliosLab risk / return rank of 18. There are 42 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 90 | — | Oct 2012 | BORAX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 90 | 70.50B | Oct 2012 | BORAX vs VTAPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 90 | — | Oct 2012 | BORAX vs VTIPX | |
| Allspring Real Return Fund | 82 | — | Feb 2003 | BORAX vs IPBAX | |
| SEI Institutional Investments Trust Real Return Fu... | 81 | — | Dec 2006 | BORAX vs RRPAX |
Top Performing BORAX Alternatives (YTD)
BORAX is at 0.87% YTD. There are 31 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 11.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Real Return Fund | 11.21% | — | Feb 2003 | BORAX vs IPBAX | |
| SEI Multi-Asset Real Return Fund Class A | 6.75% | — | Jul 2011 | BORAX vs SEIAX | |
| DFA Global Core Plus Real Return Portfolio | 2.46% | — | May 2021 | BORAX vs DFAAX | |
| VY BlackRock Inflation Protected Bond Portfolio | 1.80% | — | Apr 2007 | BORAX vs IBRIX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.75% | — | Oct 2012 | BORAX vs VTSPX |
Lowest Volatility Alternatives to BORAX
BORAX has 3.40% 1-year volatility. There are 28 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 1.57% | — | Oct 2012 | BORAX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.59% | 70.50B | Oct 2012 | BORAX vs VTAPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.59% | — | Oct 2012 | BORAX vs VTSPX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.63% | — | Mar 2010 | BORAX vs EARRX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.65% | — | Mar 2010 | BORAX vs EIRRX |
Lowest Drawdown Alternatives to BORAX
BORAX has a 1-year max drawdown of -2.23%. There are 37 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.72%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | — | Oct 2012 | BORAX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.75% | 70.50B | Oct 2012 | BORAX vs VTAPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.75% | — | Oct 2012 | BORAX vs VTSPX | |
| American Century Short Duration Inflation Protecti... | -0.82% | 1.19B | May 2005 | BORAX vs APOIX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | -0.89% | — | Mar 2010 | BORAX vs EIRRX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | BORAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | BORAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | BORAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | BORAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | BORAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | BORAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | BORAX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | BORAX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | BORAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | BORAX vs FAMRX |
Often Compared With BORAX
Investors most often compare BORAX with NASDX, VCTPX, VTCLX. These 7 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 60 | 18.34% | — | Jan 2000 | BORAX vs NASDX | |
| VALIC Company I Inflation Protected Fund | Inflation-Protected Bonds | 38 | 1.53% | — | Dec 2004 | BORAX vs VCTPX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 64 | 11.28% | 30.00B | Sep 1994 | BORAX vs VTCLX | |
| Fidelity Series 0-5 Year Inflation-Protected Bond ... | Inflation-Protected Bonds | 37 | 0.57% | — | Jan 2022 | BORAX vs FSTZX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio, Municipal Bonds | 76 | 6.01% | 12.30B | Sep 1994 | BORAX vs VTMFX | |
| Fidelity SAI 0-5 Year Inflation-Protected Bond Ind... | Inflation-Protected Bonds | — | — | — | Nov 2025 | BORAX vs FFNYX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 9 | 3.24% | 13.50B | Feb 2004 | BORAX vs VFAIX |
Compare BORAX with Any Fund or Stock
Compare BORAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BORAX with funds that move differently
CollegeAdvantage 529 Savings Plan - BlackRock Inflation Protected Bond Option alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BORAX.
Explore BORAX Diversifiers