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 42 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 | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | FIJEX vs FUMBX | |
| 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 |
Best Risk-Adjusted Alternatives to FIJEX
FIJEX has a PortfoliosLab risk / return rank of 31. There are 116 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 | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | FIJEX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | FIJEX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | FIJEX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | FIJEX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | FIJEX vs DBLSX |
Top Performing FIJEX Alternatives (YTD)
FIJEX is at 1.17% YTD. There are 16 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 6.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 6.95% | — | Apr 2011 | FIJEX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.76% | — | Jul 2005 | FIJEX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | FIJEX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | FIJEX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | FIJEX vs DHEIX |
Lowest Volatility Alternatives to FIJEX
FIJEX has 3.09% 1-year volatility. There are 122 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | FIJEX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | FIJEX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | FIJEX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | FIJEX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.18% | — | Nov 2013 | FIJEX vs DFAIX |
Lowest Drawdown Alternatives to FIJEX
FIJEX has a 1-year max drawdown of -2.25%. There are 121 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 | 59 | 1.58% | — | Dec 2012 | FIJEX vs FCFAX | |
| Frost Growth Equity Fund | Large Cap Growth Equities | 10 | -0.68% | — | Apr 2008 | FIJEX vs FICEX | |
| Frost Low Duration Bond Fund | Short-Term Bond | 65 | 0.51% | — | Apr 2008 | FIJEX vs FILDX |
Often Compared With FIJEX
Investors most often compare FIJEX with DBEF, RWJ, DODIX. These 13 comparison targets span 5 categories, based on PortfoliosLab usage data.
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