DoubleLine Floating Rate Fund (DBFRX) Alternatives
DoubleLine Floating Rate Fund (DBFRX) belongs to the Bank Loan category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DBFRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DBFRX
DBFRX charges 0.68% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among DBFRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | Jan 31, 2017 | DBFRX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | DBFRX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | DBFRX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | DBFRX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | Dec 30, 2007 | DBFRX vs LFRIX |
Best Risk-Adjusted Alternatives to DBFRX
Among mutual funds in the Bank Loan category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 100 | Jun 8, 2023 | DBFRX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | DBFRX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | DBFRX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | DBFRX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | DBFRX vs PYFRX |
Top Performing DBFRX Alternatives (YTD)
DBFRX alternatives from the Bank Loan category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 1.80% | Jun 8, 2023 | DBFRX vs CAPIX | |
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | DBFRX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 1.41% | Jan 31, 2017 | DBFRX vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | DBFRX vs RCRIX | |
| DWS Floating Rate Fund | 0.51% | Jun 28, 2007 | DBFRX vs DFRTX |
Lowest Volatility Alternatives to DBFRX
DBFRX alternatives from the Bank Loan category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 1.21% | Jun 8, 2023 | DBFRX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | DBFRX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | DBFRX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | DBFRX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | DBFRX vs SFHIX |
Lowest Drawdown Alternatives to DBFRX
DBFRX alternatives from the Bank Loan category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | -0.37% | Jun 8, 2023 | DBFRX vs CAPIX | |
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | DBFRX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | DBFRX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | DBFRX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | DBFRX vs DFLYX |
Other Mutual Funds from DoubleLine
Most popular DoubleLine mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DoubleLine Total Return Bond Fund Class I | Total Bond Market | 63 | -0.20% | Apr 6, 2010 | DBFRX vs DBLTX | |
| DoubleLine Income Solutions Fund | High Yield Bonds | 3 | -1.06% | Apr 26, 2013 | DBFRX vs DSL | |
| DoubleLine Shiller Enhanced CAPE | Large Cap Blend Equities | 6 | -7.19% | Oct 31, 2013 | DBFRX vs DSEEX | |
| DoubleLine Yield Opportunities Fund | Multisector Bonds | 2 | -1.94% | Feb 26, 2020 | DBFRX vs DLY | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 99 | 0.36% | Sep 30, 2011 | DBFRX vs DBLSX | |
| DoubleLine Core Fixed Income Fund | Intermediate Core-Plus Bond | 57 | -0.74% | Jun 1, 2010 | DBFRX vs DBLFX | |
| Doubleline Selective Credit Fund | Multisector Bonds | 98 | 0.84% | Aug 3, 2014 | DBFRX vs DBSCX | |
| DoubleLine Flexible Income Fund | Nontraditional Bonds | 98 | 0.22% | Apr 6, 2014 | DBFRX vs DFLEX | |
| DoubleLine Infrastructure Income Fund | Intermediate Core-Plus Bond | 78 | -0.28% | Apr 1, 2016 | DBFRX vs BILDX | |
| DoubleLine Low Duration Emerging Markets Fixed Inc... | Emerging Markets Bonds | 98 | 0.02% | Apr 6, 2014 | DBFRX vs DBLLX |
Often Compared With DBFRX
What investors most often compare with DBFRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SPDR Blackstone Senior Loan ETF | High Yield Bonds | 71 | -1.58% | Apr 3, 2013 | DBFRX vs SRLN | |
| Fidelity Floating Rate High Income Fund | High Yield Bonds | 84 | -0.61% | Aug 16, 2000 | DBFRX vs FFRHX | |
| T. Rowe Price Floating Rate Fund | High Yield Bonds | 99 | -0.06% | Jul 29, 2011 | DBFRX vs PRFRX | |
| Hartford Floating Rate High Income Fund | Bank Loan | 93 | -1.29% | Sep 29, 2011 | DBFRX vs HFHIX | |
| Pacific Funds Floating Rate Income | Bank Loan | 93 | -1.34% | Jun 29, 2011 | DBFRX vs PLFRX |
Compare DBFRX with Any Fund or Stock
Compare DBFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.