Diamond Hill Core Bond Fund (DHRAX) 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 DHRAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DHRAX
DHRAX charges 0.76% annually. There are 98 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | DHRAX vs VBMPX | |
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | DHRAX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | DHRAX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | DHRAX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | DHRAX vs QDVBX |
Best Risk-Adjusted Alternatives to DHRAX
DHRAX has a PortfoliosLab risk / return rank of 14. There are 28 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 53.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 53 | 19.40B | Mar 1994 | DHRAX vs VCAIX | |
| Loomis Sayles Securitized Asset Fund | 51 | — | Mar 2006 | DHRAX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 46 | — | Oct 2011 | DHRAX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 43 | — | Aug 1995 | DHRAX vs PCGTX | |
| Manning & Napier Credit Series | 29 | — | Apr 2020 | DHRAX vs MCDWX |
Top Performing DHRAX Alternatives (YTD)
DHRAX is at -0.09% YTD. There are 9 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 1.84% | — | Aug 1995 | DHRAX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.78% | — | Mar 2006 | DHRAX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.55% | — | Aug 2016 | DHRAX vs DFXIX | |
| Manning & Napier Credit Series | 0.46% | — | Apr 2020 | DHRAX vs MCDWX | |
| Fidelity Education Income Fund | 0.15% | — | Mar 2021 | DHRAX vs FEDUX |
Lowest Volatility Alternatives to DHRAX
DHRAX has 3.39% 1-year volatility. There are 12 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.32%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.32% | 19.40B | Mar 1994 | DHRAX vs VCAIX | |
| Fidelity Education Income Fund | 2.36% | — | Mar 2021 | DHRAX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.39% | — | Sep 2000 | DHRAX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.40% | — | Sep 2000 | DHRAX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.58% | — | Aug 2016 | DHRAX vs DFXIX |
Lowest Drawdown Alternatives to DHRAX
DHRAX has a 1-year max drawdown of -2.71%. There are 18 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 | DHRAX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | DHRAX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | DHRAX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | DHRAX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | DHRAX vs FTHRX |
Other Mutual Funds from Diamond Hill
The 10 most viewed Diamond Hill mutual funds shown here include DHEAX, DHEIX, DIAMX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund | Short-Term Bond | 99 | 2.33% | — | Jul 2016 | DHRAX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 2.50% | — | Jul 2016 | DHRAX vs DHEIX | |
| Diamond Hill Long-Short Fund | Long-Short | 21 | -1.31% | — | Jun 2000 | DHRAX vs DIAMX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 25 | 7.46% | — | Jun 2001 | DHRAX vs DHLAX | |
| Diamond Hill All Cap Select Fund | Mid Cap Value Equities | 40 | 9.53% | — | Dec 2005 | DHRAX vs DHTAX | |
| Diamond Hill Small Cap Fund | Small Cap Value Equities | 88 | 29.35% | — | Dec 2000 | DHRAX vs DHSCX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 29 | 8.39% | — | Dec 2013 | DHRAX vs DHPAX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 25 | 9.78% | — | Dec 2005 | DHRAX vs DHMAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 57 | 10.59% | — | Jun 2019 | DHRAX vs DHIAX | |
| Diamond Hill Small Cap Fund Class I | Small Cap Value Equities | 87 | 29.57% | — | Dec 2000 | DHRAX vs DHSIX |
Often Compared With DHRAX
Investors most often compare DHRAX with DHLRX, PCIFX, JIBEX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DHRAX with Any Fund or Stock
Compare DHRAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DHRAX with funds that move differently
Diamond Hill Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DHRAX.
Explore DHRAX Diversifiers