FPA New Income Fund (FPNIX) Alternatives

FPA New Income Fund (FPNIX) 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 FPNIX. 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 FPNIX

FPNIX charges 0.45% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among FPNIX alternatives.

Symbol	Name	Expense Ratio	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	Jun 19, 2015	FPNIX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	Jun 19, 2015	FPNIX vs VIITX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	Feb 23, 2017	FPNIX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	Aug 7, 2015	FPNIX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	Mar 1, 1994	FPNIX vs VBISX

Best Risk-Adjusted Alternatives to FPNIX

Among mutual funds in the Short-Term 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
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	Jul 5, 2016	FPNIX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	Jul 5, 2016	FPNIX vs DHEAX
TSDLX	T. Rowe Price Short Duration Income Fund	99	Dec 7, 2020	FPNIX vs TSDLX
DFAIX	DFA Short-Duration Real Return Portfolio	99	Nov 5, 2013	FPNIX vs DFAIX
HOBEX	Holbrook Income Fund	99	Jul 6, 2016	FPNIX vs HOBEX

Top Performing FPNIX Alternatives (YTD)

FPNIX alternatives from the Short-Term Bond category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GPARX	GuidePath Absolute Return Allocation Fund	4.77%	Apr 29, 2011	FPNIX vs GPARX
DLDFX	Destinations Low Duration Fixed Income Fund	1.24%	Mar 20, 2017	FPNIX vs DLDFX
DFCFX	DFA Two-Year Fixed Income Portfolio	0.89%	Jun 6, 1996	FPNIX vs DFCFX
DFAIX	DFA Short-Duration Real Return Portfolio	0.86%	Nov 5, 2013	FPNIX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	0.85%	Jul 5, 2016	FPNIX vs DHEAX

Lowest Volatility Alternatives to FPNIX

FPNIX alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
DFEQX	DFA Short-Term Extended Quality Portfolio	0.91%	Mar 4, 2009	FPNIX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.07%	Nov 5, 2013	FPNIX vs DFAIX
GPICX	GuidepathConservative Income Fund	1.14%	Apr 30, 2018	FPNIX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.15%	Jul 5, 2016	FPNIX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.19%	Jul 5, 2016	FPNIX vs DHEAX

Lowest Drawdown Alternatives to FPNIX

FPNIX alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	Nov 5, 2013	FPNIX vs DFAIX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	Jul 5, 2016	FPNIX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	Jul 5, 2016	FPNIX vs DHEAX
GPICX	GuidepathConservative Income Fund	-0.52%	Apr 30, 2018	FPNIX vs GPICX
STBFX	Sextant Short Term Bond Fund	-0.60%	Sep 28, 1995	FPNIX vs STBFX

Other Mutual Funds from FPA

Most popular FPA mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	2	-2.76%	Dec 24, 2002	FPNIX vs PTY
FPACX	FPA Crescent Fund	Diversified Portfolio	80	-1.55%	Jun 1, 1993	FPNIX vs FPACX
FPFIX	FPA Flexible Fixed Income Fund	Nontraditional Bonds	87	-0.13%	Dec 30, 2018	FPNIX vs FPFIX
QRVLX	FPA Queens Road Value Fund	Large Cap Value Equities	10	-4.83%	Jun 13, 2002	FPNIX vs QRVLX
QRSVX	FPA Queens Road Small Cap Value Fund Investor Clas...	Small Cap Value Equities	62	3.75%	Jun 13, 2002	FPNIX vs QRSVX

Often Compared With FPNIX

What investors most often compare with FPNIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	FPNIX vs VOO
IGSB	iShares Short-Term Corporate Bond ETF	Corporate Bonds	94	0.24%	Jan 11, 2007	FPNIX vs IGSB
PBSMX	PGIM Short-Term Corporate Bond Fund	Short-Term Bond	90	-0.30%	Sep 1, 1989	FPNIX vs PBSMX
JPLD	J P Morgan Exchange-Traded Fund Trust - Limited Du...	Short-Term Bond	96	0.50%	Feb 2, 1993	FPNIX vs JPLD
PSTQX	PGIM Short-Term Corporate Bond Fund - Class R6	Short-Term Bond	92	-0.43%	Mar 2, 2012	FPNIX vs PSTQX
JPST	JPMorgan Ultra-Short Income ETF	Ultrashort Bond	99	0.71%	May 17, 2017	FPNIX vs JPST
FTABX	Fidelity Tax-Free Bond Fund	Municipal Bonds	48	-0.50%	Apr 10, 2001	FPNIX vs FTABX
LLDYX	Lord Abbett Short Duration Income Fund	Total Bond Market	93	-0.21%	Oct 19, 2004	FPNIX vs LLDYX
SDMZX	PGIM Short Duration Multi-Sector Bond Fund	Short-Term Bond	95	-0.15%	Dec 23, 2013	FPNIX vs SDMZX
USSBX	USAA Short Term Bond Fund	Short-Term Bond	96	0.09%	Jun 1, 1993	FPNIX vs USSBX
PIFZX	PGIM Short-Term Corporate Bond Fund Class Z	Short-Term Bond	92	-0.35%	Dec 16, 1996	FPNIX vs PIFZX
THOPX	Thompson Bond Fund	Short-Term Bond	96	0.28%	Feb 10, 1992	FPNIX vs THOPX
PIMIX	PIMCO Income Fund Institutional Class	Total Bond Market	80	-0.99%	Mar 30, 2007	FPNIX vs PIMIX
FFRHX	Fidelity Floating Rate High Income Fund	High Yield Bonds	82	-0.50%	Aug 16, 2000	FPNIX vs FFRHX
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	98	0.04%	Sep 30, 2011	FPNIX vs DBLSX
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	59	-1.97%	Mar 31, 1994	FPNIX vs NOIEX
FTBFX	Fidelity Total Bond Fund	Total Bond Market	53	-0.29%	Oct 15, 2002	FPNIX vs FTBFX
MINT	PIMCO Enhanced Short Maturity Active ETF	Ultrashort Bond	100	0.96%	Nov 16, 2009	FPNIX vs MINT
TOTL	State Street DoubleLine Total Return Tactical ETF	Intermediate Core-Plus Bond, Actively Managed	49	-0.46%	Feb 23, 2015	FPNIX vs TOTL
BSV	Vanguard Short-Term Bond Index Fund ETF Shares	Short-Term Bond	92	0.16%	Apr 3, 2007	FPNIX vs BSV

Compare FPNIX with Any Fund or Stock

Compare FPNIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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FPA New Income Fund

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