The Community Development Fund (CDCDX) belongs to the Government Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CDCDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CDCDX
CDCDX charges 1.00% annually. There are 89 mutual funds in the Government Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | — | Mar 2009 | CDCDX vs GUSTX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | — | CDCDX vs FUAMX | |
| Fidelity SAI Long-Term Treasury Bond Index Fund | 0.03% | — | Oct 2015 | CDCDX vs FBLTX | |
| Fidelity SAI U.S. Treasury Bond Index Fund | 0.03% | — | Mar 2016 | CDCDX vs FUTBX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | CDCDX vs FUMBX |
Best Risk-Adjusted Alternatives to CDCDX
CDCDX has a PortfoliosLab risk / return rank of 18. There are 49 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 99 | — | Dec 1985 | CDCDX vs FEUGX | |
| GMO U.S. Treasury Fund | 99 | — | Mar 2009 | CDCDX vs GUSTX | |
| Integrity Short Term Government Fund | 87 | — | Jun 2011 | CDCDX vs MDSIX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 84 | — | Aug 2010 | CDCDX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 82 | 33.90B | Dec 2009 | CDCDX vs VSBSX |
Top Performing CDCDX Alternatives (YTD)
CDCDX is at 0.41% YTD. There are 21 mutual funds in the Government Bonds category with higher YTD returns, going as high as 2.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Emerging Markets Government Bond Index Fu... | 2.03% | 6.60B | Feb 2015 | CDCDX vs VGIVX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.96% | 6.60B | May 2013 | CDCDX vs VGAVX | |
| Integrity Short Term Government Fund | 1.88% | — | Jun 2011 | CDCDX vs MDSIX | |
| Federated Hermes Adjustable Rate Fund | 1.82% | — | Dec 1985 | CDCDX vs FEUGX | |
| DFA Short-Term Government Portfolio | 1.38% | — | May 1987 | CDCDX vs DFFGX |
Lowest Volatility Alternatives to CDCDX
CDCDX has 3.11% 1-year volatility. There are 29 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 1.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 1.24% | — | Mar 2009 | CDCDX vs GUSTX | |
| DFA Short-Term Government Portfolio | 1.26% | — | May 1987 | CDCDX vs DFFGX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.31% | 33.90B | Dec 2009 | CDCDX vs VSBSX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.31% | — | Aug 2010 | CDCDX vs VSBIX | |
| Federated Hermes Adjustable Rate Fund | 1.41% | — | Dec 1985 | CDCDX vs FEUGX |
Lowest Drawdown Alternatives to CDCDX
CDCDX has a 1-year max drawdown of -2.29%. There are 27 mutual funds in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | — | Mar 2009 | CDCDX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | -0.32% | — | Dec 1985 | CDCDX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | — | Nov 1994 | CDCDX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | — | Aug 2010 | CDCDX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | -0.84% | 33.90B | Dec 2009 | CDCDX vs VSBSX |
Often Compared With CDCDX
Investors most often compare CDCDX with TQQQ, LTUSX, FNBGX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ProShares UltraPro QQQ | Leveraged Equities | 53 | 41.43% | 39.74B | Feb 2010 | CDCDX vs TQQQ | |
| Thornburg Limited Term U.S. Government Fund | Government Bonds | 24 | 0.23% | — | Nov 1987 | CDCDX vs LTUSX | |
| Fidelity Long-Term Treasury Bond Index Fund | Government Bonds | 6 | 0.13% | — | Dec 2005 | CDCDX vs FNBGX | |
| Fidelity GNMA Fund | Government Bonds | 35 | 0.89% | — | Nov 1985 | CDCDX vs FGMNX | |
| PIMCO GNMA and Government Securities Fund | Government Bonds | 26 | 0.80% | — | Jul 1997 | CDCDX vs PDMIX | |
| T. Rowe Price GNMA Fund | Government Bonds | 39 | 0.69% | — | Nov 1985 | CDCDX vs PRGMX | |
| DWS GNMA Fund | Government Bonds | 22 | -0.30% | — | Jul 2000 | CDCDX vs SGINX | |
| DoubleLine Long Duration Total Return Bond Fund | Government Bonds | 7 | 0.46% | — | Dec 2014 | CDCDX vs DBLDX | |
| PIMCO Extended Duration Fund | Government Bonds | 6 | 0.85% | — | Aug 2006 | CDCDX vs PEDIX |
Compare CDCDX with Any Fund or Stock
Compare CDCDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CDCDX with funds that move differently
The Community Development Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CDCDX.
Explore CDCDX Diversifiers