Frost Total Return Bond Fund (FIJEX) belongs to the Short-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 FIJEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIJEX
FIJEX charges 0.46% annually. There are 41 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | FIJEX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | FIJEX vs VISTX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | FIJEX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | FIJEX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | FIJEX vs VBISX |
Best Risk-Adjusted Alternatives to FIJEX
FIJEX has a PortfoliosLab risk / return rank of 35. There are 118 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | FIJEX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | FIJEX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | FIJEX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | FIJEX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | FIJEX vs DBLSX |
Top Performing FIJEX Alternatives (YTD)
FIJEX is at 1.17% YTD. There are 23 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | FIJEX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | FIJEX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | FIJEX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | FIJEX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | FIJEX vs BATAX |
Lowest Volatility Alternatives to FIJEX
FIJEX has 3.11% 1-year volatility. There are 121 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | FIJEX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | FIJEX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | FIJEX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | FIJEX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | FIJEX vs DHEAX |
Lowest Drawdown Alternatives to FIJEX
FIJEX has a 1-year max drawdown of -2.25%. There are 120 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | FIJEX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | FIJEX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | FIJEX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | FIJEX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | FIJEX vs HOBEX |
Other Mutual Funds from Frost Funds
The 3 most viewed Frost Funds mutual funds shown here include FCFAX, FICEX, FILDX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Frost Credit Fund | Short-Term Bond | 63 | 1.47% | — | Dec 2012 | FIJEX vs FCFAX | |
| Frost Growth Equity Fund | Large Cap Growth Equities | 18 | 6.16% | — | Apr 2008 | FIJEX vs FICEX | |
| Frost Low Duration Bond Fund | Short-Term Bond | 63 | 0.51% | — | Apr 2008 | FIJEX vs FILDX |
Often Compared With FIJEX
Investors most often compare FIJEX with DBEF, RWJ, DODIX. These 11 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Xtrackers MSCI EAFE Hedged Equity ETF | Hedge Fund | 57 | 10.25% | 8.81B | Jun 2011 | FIJEX vs DBEF | |
| Invesco S&P SmallCap 600 Revenue ETF | Small Cap Value Equities | 57 | 15.88% | 1.87B | Feb 2008 | FIJEX vs RWJ | |
| Dodge & Cox Income Fund | Total Bond Market | 29 | 0.51% | — | — | FIJEX vs DODIX | |
| Fidelity Total Bond Fund | Intermediate Core-Plus Bond | 27 | 0.57% | — | Oct 2002 | FIJEX vs FTBFX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 0.96% | — | Sep 2011 | FIJEX vs DLSNX | |
| Fidelity U.S. Bond Index Fund | Total Bond Market | 23 | 0.40% | — | Mar 1990 | FIJEX vs FXNAX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | FIJEX vs STBFX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 94 | 1.61% | — | Mar 2017 | FIJEX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 66 | 1.52% | — | Jun 1996 | FIJEX vs DFCFX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 96 | 0.90% | — | Dec 2020 | FIJEX vs TSDLX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | FIJEX vs SNSAX |
Compare FIJEX with Any Fund or Stock
Compare FIJEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIJEX with funds that move differently
Frost Total Return Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIJEX.
Explore FIJEX Diversifiers