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 115 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
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	CMFIX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	CMFIX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	—	Mar 1994	CMFIX vs VBISX

Best Risk-Adjusted Alternatives to CMFIX

CMFIX has a PortfoliosLab risk / return rank of 71. There are 65 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	CMFIX vs DHEIX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	CMFIX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	99	—	Nov 2013	CMFIX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	CMFIX vs DHEAX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	CMFIX vs DBLSX

Top Performing CMFIX Alternatives (YTD)

CMFIX is at 0.90% YTD. There are 47 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	10.27%	—	Apr 2011	CMFIX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.89%	—	Jul 2005	CMFIX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.57%	—	Nov 2013	CMFIX vs DFAIX
HOBEX	Holbrook Income Fund	2.12%	—	Jul 2016	CMFIX vs HOBEX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	1.87%	—	Sep 2015	CMFIX vs BATAX

Lowest Volatility Alternatives to CMFIX

CMFIX has 3.96% 1-year volatility. There are 126 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.83%	—	Apr 2018	CMFIX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.05%	—	Jul 2016	CMFIX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.07%	—	Mar 2009	CMFIX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.10%	—	Nov 2013	CMFIX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.11%	—	Jul 2016	CMFIX vs DHEAX

Lowest Drawdown Alternatives to CMFIX

CMFIX has a 1-year max drawdown of -1.64%. There are 103 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
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
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	CMFIX vs HOBEX

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	31	-0.09%	—	May 2012	CMFIX vs CPPAX
FOSIX	Tributary Short-Intermediate Bond Fund	Short-Term Bond	58	0.61%	—	Dec 1992	CMFIX vs FOSIX
DLSNX	DoubleLine Low Duration Bond Fund Class N	Short-Term Bond	97	0.96%	—	Sep 2011	CMFIX vs DLSNX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	89	1.86%	—	Nov 2003	CMFIX vs SNSAX
SMRSX	ALPS/Smith Short Duration Bond Fund	Short-Term Bond	87	0.65%	630.45M	Jun 2018	CMFIX vs SMRSX
HLLVX	JPMorgan Short Duration Bond Fund	Short-Term Bond	75	0.36%	—	Sep 1990	CMFIX vs HLLVX
MSTDX	MassMutual Short Duration Bond Fund	Short-Term Bond	87	0.84%	—	Sep 1994	CMFIX vs MSTDX
PLSDX	Pacific Funds Short Duration Income	Short-Term Bond	93	0.79%	—	Dec 2011	CMFIX vs PLSDX
AIBAX	American Funds Intermediate Bond Fund of America	Short-Term Bond	24	0.06%	—	Feb 1988	CMFIX vs AIBAX
ASBAX	American Funds Short-Term Bond Fund of America	Short-Term Bond	47	0.35%	—	Oct 2006	CMFIX vs ASBAX
PIMSX	Virtus Newfleet Multi-Sector S/T Bd I	Short-Term Bond	78	1.47%	—	Nov 2016	CMFIX vs PIMSX
BSBIX	Baird Short-Term Bond Fund Institutional Class	Short-Term Bond	93	0.83%	—	Aug 2004	CMFIX vs BSBIX
BSBSX	Baird Short-Term Bond Fund Investor Class	Short-Term Bond	88	0.63%	—	Sep 2012	CMFIX vs BSBSX
MIIBX	Madison High Quality Bond Fund	Short-Term Bond	28	0.08%	—	May 2000	CMFIX vs MIIBX
MXSDX	Great-West Short Duration Bond Fund	Short-Term Bond	91	0.67%	—	Aug 1995	CMFIX vs MXSDX
TISIX	TIAA-CREF Short Term Bond Fund	Short-Term Bond	81	0.90%	—	Mar 2006	CMFIX vs TISIX
ITAAX	Transamerica Short-Term Bond Fund	Short-Term Bond	68	0.71%	—	Nov 2004	CMFIX vs ITAAX
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	94	1.61%	—	Mar 2017	CMFIX vs DLDFX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	CMFIX vs STBFX
SSHIX	Allspring Short-Term Bond Plus Fund	Short-Term Bond	82	0.61%	—	Aug 1999	CMFIX vs SSHIX

Compare CMFIX with Any Fund or Stock

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

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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