Delaware Extended Duration Bond Fund (DEEIX) belongs to the Long-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 DEEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DEEIX
DEEIX charges 0.57% annually. There are 5 mutual funds in the Long-Term Bond category with lower expense ratios, going as low as 0.14%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust Long Duration ... | 0.14% | — | Jun 2012 | DEEIX vs SLDAX | |
| SEI Institutional Investments Trust Long Duration ... | 0.14% | — | Apr 2004 | DEEIX vs LDRAX | |
| T. Rowe Price Institutional Long Duration Credit F... | 0.45% | — | Jun 2013 | DEEIX vs RPLCX | |
| PIMCO Long Duration Total Return Fund | 0.50% | — | Aug 2006 | DEEIX vs PLRIX | |
| PIMCO Long-Term Credit Bond Fund | 0.55% | — | Mar 2009 | DEEIX vs PTCIX |
Best Risk-Adjusted Alternatives to DEEIX
DEEIX has a PortfoliosLab risk / return rank of 5. There are 4 mutual funds in the Long-Term Bond category with higher risk-adjusted ranks, going as high as 28.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Spirit of America Income Fund | 28 | — | Dec 2008 | DEEIX vs SOAIX | |
| PIMCO Long-Term Credit Bond Fund | 9 | — | Mar 2009 | DEEIX vs PTCIX | |
| PIMCO Long Duration Total Return Fund | 8 | — | Aug 2006 | DEEIX vs PLRIX | |
| T. Rowe Price Institutional Long Duration Credit F... | 6 | — | Jun 2013 | DEEIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | 5 | — | Jun 2012 | DEEIX vs SLDAX |
Top Performing DEEIX Alternatives (YTD)
DEEIX is at -2.81% YTD. There are 3 mutual funds in the Long-Term Bond category with higher YTD returns, going as high as 0.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Spirit of America Income Fund | 0.39% | — | Dec 2008 | DEEIX vs SOAIX | |
| PIMCO Long-Term Credit Bond Fund | -2.15% | — | Mar 2009 | DEEIX vs PTCIX | |
| PIMCO Long Duration Total Return Fund | -2.75% | — | Aug 2006 | DEEIX vs PLRIX | |
| T. Rowe Price Institutional Long Duration Credit F... | -3.01% | — | Jun 2013 | DEEIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | -3.15% | — | Apr 2004 | DEEIX vs LDRAX |
Lowest Volatility Alternatives to DEEIX
DEEIX has 7.31% 1-year volatility. There is 1 mutual fund in the Long-Term Bond category with lower 1-year volatility, going as low as 3.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Spirit of America Income Fund | 3.84% | — | Dec 2008 | DEEIX vs SOAIX | |
| SEI Institutional Investments Trust Long Duration ... | 7.42% | — | Jun 2012 | DEEIX vs SLDAX | |
| SEI Institutional Investments Trust Long Duration ... | 7.72% | — | Apr 2004 | DEEIX vs LDRAX | |
| T. Rowe Price Institutional Long Duration Credit F... | 7.73% | — | Jun 2013 | DEEIX vs RPLCX | |
| PIMCO Long-Term Credit Bond Fund | 7.87% | — | Mar 2009 | DEEIX vs PTCIX |
Lowest Drawdown Alternatives to DEEIX
DEEIX has a 1-year max drawdown of -5.40%. There are 2 mutual funds in the Long-Term Bond category with shallower 1-year drawdowns, going as shallow as -3.16%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Spirit of America Income Fund | -3.16% | — | Dec 2008 | DEEIX vs SOAIX | |
| T. Rowe Price Institutional Long Duration Credit F... | -5.21% | — | Jun 2013 | DEEIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | -5.70% | — | Jun 2012 | DEEIX vs SLDAX | |
| SEI Institutional Investments Trust Long Duration ... | -5.87% | — | Apr 2004 | DEEIX vs LDRAX | |
| PIMCO Long-Term Credit Bond Fund | -5.95% | — | Mar 2009 | DEEIX vs PTCIX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Equities | 91 | 68.59% | — | Jun 1996 | DEEIX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 98 | 22.97% | — | Oct 1993 | DEEIX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -0.26% | — | Jun 2000 | DEEIX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.41% | — | Jun 2000 | DEEIX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 78 | 20.06% | — | Jun 1987 | DEEIX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 68 | 17.73% | — | Dec 1998 | DEEIX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 15 | 1.65% | — | Aug 2003 | DEEIX vs OILGX | |
| Delaware Floating Rate Fund | Bank Loan | 96 | 2.18% | — | Feb 2010 | DEEIX vs DDFLX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 75 | 0.93% | — | Jan 1984 | DEEIX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 41 | 8.81% | — | Sep 1998 | DEEIX vs DDVIX |
Often Compared With DEEIX
Investors most often compare DEEIX with IPOAX, SBIFX, IVINX. These 9 comparison targets span 7 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Ivy Systematic Emerging Markets Equity Fu... | Emerging Markets Equities | 54 | 18.05% | — | Oct 1993 | DEEIX vs IPOAX | |
| Sextant Bond Income Fund | Long-Term Bond | — | — | — | Feb 1993 | DEEIX vs SBIFX | |
| Delaware Ivy Global Growth Fund | Global Equities | 27 | 8.56% | — | Apr 1986 | DEEIX vs IVINX | |
| Delaware Tax-Free Minnesota Fund | Municipal Bonds | 74 | 0.29% | — | Feb 1984 | DEEIX vs DEFFX | |
| Delaware Strategic Income Fund | Multisector Bonds | 66 | 0.47% | — | Aug 1985 | DEEIX vs DEGGX | |
| Delaware Minnesota High-Yield Municipal Bond Fund | Municipal Bonds | 84 | 0.97% | — | Jun 1996 | DEEIX vs DVMHX | |
| Delaware Ivy Balanced Fund | Diversified Portfolio | 31 | 5.53% | — | Nov 1987 | DEEIX vs IBNAX | |
| Delaware Healthcare Fund | Health & Biotech Equities | 77 | 6.25% | — | Sep 2007 | DEEIX vs DLHIX | |
| Vanguard Long-Term Investment-Grade Fund Investor ... | Long-Term Bond | 2 | -0.50% | — | Jul 1993 | DEEIX vs VLMIX |
Compare DEEIX with Any Fund or Stock
Compare DEEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DEEIX with funds that move differently
Delaware Extended Duration Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DEEIX.
Explore DEEIX Diversifiers