CMFIX Alternatives & Similar Mutual Funds

CM Advisors Fixed Income Fund (CMFIX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CMFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CMFIX

CMFIX charges 0.88% annually. There are 119 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	CMFIX vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	CMFIX vs VISTX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	CMFIX vs FUMBX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	CMFIX vs SWSBX
VBIRX	Vanguard Short-Term Bond Index Fund Admiral Shares	0.06%	69.90B	Nov 2001	CMFIX vs VBIRX

Best Risk-Adjusted Alternatives to CMFIX

CMFIX has a PortfoliosLab risk / return rank of 57. There are 77 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	100	—	Jun 1996	CMFIX vs DFCFX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	CMFIX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	CMFIX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	CMFIX vs DHEAX
DLDFX	Destinations Low Duration Fixed Income Fund	98	—	Mar 2017	CMFIX vs DLDFX

Top Performing CMFIX Alternatives (YTD)

CMFIX is at 1.89% YTD. There are 9 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.99%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	7.99%	—	Apr 2011	CMFIX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.90%	—	Jul 2005	CMFIX vs LCCMX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	2.50%	—	Jul 2016	CMFIX vs DHEIX
DFAIX	DFA Short-Duration Real Return Portfolio	2.38%	—	Nov 2013	CMFIX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	2.33%	—	Jul 2016	CMFIX vs DHEAX

Lowest Volatility Alternatives to CMFIX

CMFIX has 3.83% 1-year volatility. There are 132 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.73%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	0.73%	—	Jun 1996	CMFIX vs DFCFX
GPICX	GuidepathConservative Income Fund	0.79%	—	Apr 2018	CMFIX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.04%	—	Jul 2016	CMFIX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.09%	—	Jul 2016	CMFIX vs DHEAX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.14%	—	Mar 2009	CMFIX vs DFEQX

Lowest Drawdown Alternatives to CMFIX

CMFIX has a 1-year max drawdown of -1.64%. There are 108 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFCFX	DFA Two-Year Fixed Income Portfolio	-0.21%	—	Jun 1996	CMFIX vs DFCFX
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	CMFIX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	CMFIX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	CMFIX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	CMFIX vs DHEIX

Often Compared With CMFIX

Investors most often compare CMFIX with CPPAX, FOSIX, DLSNX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CPPAX	American Funds Preservation Portfolio	Short-Term Bond	29	-0.18%	—	May 2012	CMFIX vs CPPAX
FOSIX	Tributary Short-Intermediate Bond Fund	Short-Term Bond	47	0.60%	—	Dec 1992	CMFIX vs FOSIX
DLSNX	DoubleLine Low Duration Bond Fund Class N	Short-Term Bond	93	1.01%	—	Sep 2011	CMFIX vs DLSNX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	Short-Term Bond	97	2.11%	—	Sep 2015	CMFIX vs BATAX
HOBEX	Holbrook Income Fund	Short-Term Bond	96	1.98%	—	Jul 2016	CMFIX vs HOBEX
SMRSX	ALPS/Smith Short Duration Bond Fund	Short-Term Bond	85	0.91%	630.45M	Jun 2018	CMFIX vs SMRSX
BSBSX	Baird Short-Term Bond Fund Investor Class	Short-Term Bond	91	1.07%	—	Sep 2012	CMFIX vs BSBSX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	93	2.33%	—	Nov 2003	CMFIX vs SNSAX
TISIX	TIAA-CREF Short Term Bond Fund	Short-Term Bond	75	0.86%	—	Mar 2006	CMFIX vs TISIX
HLLVX	JPMorgan Short Duration Bond Fund	Short-Term Bond	59	0.43%	—	Sep 1990	CMFIX vs HLLVX
MIIBX	Madison High Quality Bond Fund	Short-Term Bond	19	0.03%	—	May 2000	CMFIX vs MIIBX
PLSDX	Pacific Funds Short Duration Income	Short-Term Bond	81	0.67%	—	Dec 2011	CMFIX vs PLSDX
AIBAX	American Funds Intermediate Bond Fund of America	Short-Term Bond	19	-0.66%	—	Feb 1988	CMFIX vs AIBAX
MSTDX	MassMutual Short Duration Bond Fund	Short-Term Bond	81	1.00%	—	Sep 1994	CMFIX vs MSTDX
PIMSX	Virtus Newfleet Multi-Sector S/T Bd I	Short-Term Bond	74	1.42%	—	Nov 2016	CMFIX vs PIMSX
DTCPX	DFA Targeted Credit Portfolio	Short-Term Bond	83	1.80%	—	May 2015	CMFIX vs DTCPX
ITAAX	Transamerica Short-Term Bond Fund	Short-Term Bond	56	0.65%	—	Nov 2004	CMFIX vs ITAAX
ASBAX	American Funds Short-Term Bond Fund of America	Short-Term Bond	48	0.24%	—	Oct 2006	CMFIX vs ASBAX
APIMX	Yorktown Short Term Bond Fund	Short-Term Bond	39	0.42%	—	Jul 1997	CMFIX vs APIMX
MXSDX	Great-West Short Duration Bond Fund	Short-Term Bond	94	0.95%	—	Aug 1995	CMFIX vs MXSDX

Compare CMFIX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair CMFIX with funds that move differently

CM Advisors Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMFIX.

Explore CMFIX Diversifiers

CM Advisors Fixed Income Fund (CMFIX) Alternatives