BNY Mellon Bond Market Index Fund (DBIRX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DBIRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DBIRX
DBIRX charges 0.15% annually. There are 11 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | DBIRX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | DBIRX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | DBIRX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | DBIRX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | DBIRX vs WFBIX |
Best Risk-Adjusted Alternatives to DBIRX
DBIRX has a PortfoliosLab risk / return rank of 18. There are 62 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 59.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | DBIRX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 52 | — | Oct 2011 | DBIRX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 49 | — | Aug 1995 | DBIRX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | DBIRX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 34 | — | May 2023 | DBIRX vs FSMOX |
Top Performing DBIRX Alternatives (YTD)
DBIRX is at 0.03% YTD. There are 54 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.92% | — | Aug 1995 | DBIRX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.24% | — | Mar 2006 | DBIRX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.18% | — | Oct 2011 | DBIRX vs STWTX | |
| Dupree Taxable Municipal Bond Fund | 1.01% | — | Nov 2010 | DBIRX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.73% | — | Aug 2016 | DBIRX vs DFXIX |
Lowest Volatility Alternatives to DBIRX
DBIRX has 3.93% 1-year volatility. There are 53 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | DBIRX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | DBIRX vs BIMSX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | DBIRX vs FEDUX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | DBIRX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | DBIRX vs JIBEX |
Lowest Drawdown Alternatives to DBIRX
DBIRX has a 1-year max drawdown of -3.07%. There are 71 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | DBIRX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | DBIRX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | DBIRX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | DBIRX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | DBIRX vs FTHRX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, PEOPX, DAGVX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 35 | 7.10% | — | May 1951 | DBIRX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 62 | 9.54% | — | Jan 1990 | DBIRX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 83 | 15.61% | — | Sep 1995 | DBIRX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 65 | 9.69% | — | Sep 1993 | DBIRX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 83 | 15.75% | — | May 2001 | DBIRX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 61 | 18.41% | — | Oct 2003 | DBIRX vs DNLAX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 66 | 19.54% | — | Jun 1997 | DBIRX vs DISSX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 76 | 6.21% | — | May 2010 | DBIRX vs DRRIX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 16 | 12.61% | — | Jun 2013 | DBIRX vs DBMYX | |
| BNY Mellon Active MidCap Fund | Mid Cap Blend Equities | 54 | 13.68% | — | Jan 1985 | DBIRX vs DNLDX |
Often Compared With DBIRX
Investors most often compare DBIRX with DTGRX, PCIFX, CRAIX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Technology Growth Fund | Technology Equities | 75 | 35.71% | — | Oct 1997 | DBIRX vs DTGRX | |
| PACE Intermediate Fixed Income Investments | Intermediate Core Bond | 32 | 0.65% | — | Aug 1995 | DBIRX vs PCIFX | |
| CCM Community Impact Bond Fund | Intermediate Core Bond | 25 | 0.15% | — | Aug 1999 | DBIRX vs CRAIX | |
| Old Westbury Fixed Income Fund | Intermediate Core Bond | 19 | -0.21% | — | Mar 1998 | DBIRX vs OWFIX | |
| MassMutual Core Bond Fund | Intermediate Core Bond | 33 | 0.63% | — | Sep 1994 | DBIRX vs MCBDX |
Compare DBIRX with Any Fund or Stock
Compare DBIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DBIRX with funds that move differently
BNY Mellon Bond Market Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DBIRX.
Explore DBIRX Diversifiers