Franklin Total Return Fund (FBDAX) Alternatives
Franklin Total Return Fund (FBDAX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FBDAX. 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 FBDAX
FBDAX charges 0.63% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among FBDAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | FBDAX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | FBDAX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | FBDAX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | FBDAX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | FBDAX vs BCOIX |
Best Risk-Adjusted Alternatives to FBDAX
Among mutual funds in the Intermediate Core-Plus Bond 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 | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | FBDAX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | FBDAX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | FBDAX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | FBDAX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | FBDAX vs MDVAX |
Top Performing FBDAX Alternatives (YTD)
FBDAX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | FBDAX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | FBDAX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | FBDAX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | FBDAX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | FBDAX vs TGLMX |
Lowest Volatility Alternatives to FBDAX
FBDAX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | FBDAX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | FBDAX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | FBDAX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | FBDAX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | FBDAX vs TGRNX |
Lowest Drawdown Alternatives to FBDAX
FBDAX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | FBDAX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | FBDAX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | FBDAX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | FBDAX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | FBDAX vs MWIGX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | FBDAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | FBDAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | FBDAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | FBDAX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | FBDAX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | FBDAX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | FBDAX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | FBDAX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | FBDAX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | FBDAX vs SHAPX |
Often Compared With FBDAX
What investors most often compare with FBDAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Core S&P Total U.S. Stock Market ETF | Large Cap Growth Equities | 65 | -4.00% | Jan 20, 2004 | FBDAX vs ITOT |
Compare FBDAX with Any Fund or Stock
Compare FBDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.