BORAX Alternatives & Similar Mutual Funds

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
RRPAX	SEI Institutional Investments Trust Real Return Fu...	0.02%	—	Dec 2006	BORAX vs RRPAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	0.04%	—	Oct 2012	BORAX vs VTSPX
FIPDX	Fidelity Inflation-Protected Bond Index Fund	0.05%	—	May 2012	BORAX vs FIPDX
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	0.05%	—	Nov 2025	BORAX vs FFNYX
FSPWX	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 14. There are 41 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	91	—	Oct 2012	BORAX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	91	71.10B	Oct 2012	BORAX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	91	—	Oct 2012	BORAX vs VTIPX
SEIAX	SEI Multi-Asset Real Return Fund Class A	86	—	Jul 2011	BORAX vs SEIAX
APOIX	American Century Short Duration Inflation Protecti...	80	1.19B	May 2005	BORAX vs APOIX

Top Performing BORAX Alternatives (YTD)

BORAX is at 0.40% YTD. There are 36 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 9.31%.

Symbol	Name	YTD Return	AUM	Inception
SEIAX	SEI Multi-Asset Real Return Fund Class A	9.31%	—	Jul 2011	BORAX vs SEIAX
IPBAX	Allspring Real Return Fund	8.62%	—	Feb 2003	BORAX vs IPBAX
DFAAX	DFA Global Core Plus Real Return Portfolio	2.04%	—	May 2021	BORAX vs DFAAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.83%	—	Oct 2012	BORAX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.81%	71.10B	Oct 2012	BORAX vs VTAPX

Lowest Volatility Alternatives to BORAX

BORAX has 3.40% 1-year volatility. There are 34 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.55%.

Symbol	Name	Volatility 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.55%	—	Oct 2012	BORAX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.57%	71.10B	Oct 2012	BORAX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.58%	—	Oct 2012	BORAX vs VTSPX
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.63%	—	Mar 2010	BORAX vs EARRX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.66%	—	Mar 2010	BORAX vs EIRRX

Lowest Drawdown Alternatives to BORAX

BORAX has a 1-year max drawdown of -2.23%. There are 36 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
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	—	Oct 2012	BORAX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	71.10B	Oct 2012	BORAX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	—	Oct 2012	BORAX vs VTSPX
APOIX	American Century Short Duration Inflation Protecti...	-0.82%	1.19B	May 2005	BORAX vs APOIX
EIRRX	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 10 categories. AUM among these funds goes as high as $12B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	10.45%	—	Sep 2021	BORAX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	63	9.34%	—	Jul 1993	BORAX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	97	12.04%	—	Dec 2012	BORAX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	70	11.03%	—	May 2011	BORAX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	64	8.08%	—	Aug 2005	BORAX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	30	22.08%	—	May 2000	BORAX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund	Equity Market Neutral	97	11.82%	—	Dec 2012	BORAX vs BDMAX
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	74	12.22%	—	Sep 1999	BORAX vs FAMRX
VTMSX	Vanguard Tax-Managed Small-Cap Fund Admiral Shares	Small Cap Blend Equities	84	21.93%	11.50B	Mar 1999	BORAX vs VTMSX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	64	1.03%	—	Feb 2008	BORAX vs BSIIX

Often Compared With BORAX

Investors most often compare BORAX with IBRIX, NASDX, SWRSX. These 12 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	Inflation-Protected Bonds	14	1.47%	—	Apr 2007	BORAX vs IBRIX
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	39	11.51%	—	Jan 2000	BORAX vs NASDX
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	Inflation-Protected Bonds	25	0.70%	—	Mar 2006	BORAX vs SWRSX
VCTPX	VALIC Company I Inflation Protected Fund	Inflation-Protected Bonds	34	0.96%	—	Dec 2004	BORAX vs VCTPX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	62	9.27%	29.90B	Sep 1994	BORAX vs VTCLX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	18	5.46%	13.90B	Feb 2004	BORAX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio, Municipal Bonds	72	4.40%	12.30B	Sep 1994	BORAX vs VTMFX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio, Actively Managed	75	10.24%	—	Dec 1991	BORAX vs FASGX
ASFYX	Virtus AlphaSimplex Managed Futures Strategy Fund ...	Systematic Trend	66	9.56%	—	Jul 2010	BORAX vs ASFYX
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	Inflation-Protected Bonds	36	0.67%	—	Jan 2022	BORAX vs FSTZX
FFANX	Fidelity Asset Manager 40% Fund	Diversified Portfolio	78	6.42%	—	Oct 2007	BORAX vs FFANX
CII	BlackRock Enhanced Large Cap Core Fund, Inc.		76	7.56%	—	Apr 2004	BORAX vs CII

Compare BORAX with Any Fund or Stock

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

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Diversifiers

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

CollegeAdvantage 529 Savings Plan - BlackRock Inflation Protected Bond Option (BORAX) Alternatives