PIMCO Fixed Income SHares: Series R (FXIRX) belongs to the Inflation-Protected Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FXIRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FXIRX
FXIRX charges 0.87% annually. There are 51 mutual funds in the Inflation-Protected Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust Real Return Fu... | 0.02% | — | Dec 2006 | FXIRX vs RRPAX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.04% | — | Oct 2012 | FXIRX vs VTSPX | |
| Fidelity Inflation-Protected Bond Index Fund | 0.05% | — | May 2012 | FXIRX vs FIPDX | |
| Schwab Treasury Inflation Protected Securities Ind... | 0.05% | — | Mar 2006 | FXIRX vs SWRSX | |
| Fidelity SAI Inflation-Protected Bond Index Fund | 0.05% | — | Aug 2024 | FXIRX vs FSPWX |
Best Risk-Adjusted Alternatives to FXIRX
FXIRX has a PortfoliosLab risk / return rank of 16. There are 45 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 89 | — | Oct 2012 | FXIRX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 89 | 70.50B | Oct 2012 | FXIRX vs VTAPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 88 | — | Oct 2012 | FXIRX vs VTIPX | |
| Allspring Real Return Fund | 87 | — | Feb 2003 | FXIRX vs IPBAX | |
| Fidelity Series 0-5 Year Inflation-Protected Bond ... | 86 | — | Jan 2022 | FXIRX vs FSTZX |
Top Performing FXIRX Alternatives (YTD)
FXIRX is at 0.33% YTD. There are 53 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 12.87%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Real Return Fund | 12.87% | — | Feb 2003 | FXIRX vs IPBAX | |
| SEI Multi-Asset Real Return Fund Class A | 5.53% | — | Jul 2011 | FXIRX vs SEIAX | |
| DFA Global Core Plus Real Return Portfolio | 2.75% | — | May 2021 | FXIRX vs DFAAX | |
| VALIC Company I Inflation Protected Fund | 2.00% | — | Dec 2004 | FXIRX vs VCTPX | |
| VY BlackRock Inflation Protected Bond Portfolio | 1.99% | — | Apr 2007 | FXIRX vs IBRIX |
Lowest Volatility Alternatives to FXIRX
FXIRX has 6.15% 1-year volatility. There are 51 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 1.56% | — | Oct 2012 | FXIRX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.58% | — | Oct 2012 | FXIRX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.58% | 70.50B | Oct 2012 | FXIRX vs VTAPX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.62% | — | Mar 2010 | FXIRX vs EIRRX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.62% | — | Mar 2010 | FXIRX vs EARRX |
Lowest Drawdown Alternatives to FXIRX
FXIRX has a 1-year max drawdown of -3.77%. There are 48 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series 0-5 Year Inflation-Protected Bond ... | -0.70% | — | Jan 2022 | FXIRX vs FSTZX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | — | Oct 2012 | FXIRX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | — | Oct 2012 | FXIRX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | 70.50B | Oct 2012 | FXIRX vs VTAPX | |
| American Century Short Duration Inflation Protecti... | -0.76% | 1.19B | May 2005 | FXIRX vs APOIX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 46 | 1.00% | — | Mar 2007 | FXIRX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -4.03% | — | Dec 2002 | FXIRX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | FXIRX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 29 | 0.64% | — | May 1987 | FXIRX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 6 | -3.03% | — | Dec 2001 | FXIRX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | FXIRX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 42 | 9.71% | — | Aug 2007 | FXIRX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -3.98% | — | Oct 2004 | FXIRX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 10 | 0.53% | — | Dec 1992 | FXIRX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 36 | 13.06% | — | Oct 2003 | FXIRX vs PISIX |
Often Compared With FXIRX
Investors most often compare FXIRX with FFNYX, PCRIX, PMJIX. These 3 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity SAI 0-5 Year Inflation-Protected Bond Ind... | Inflation-Protected Bonds | — | — | — | Nov 2025 | FXIRX vs FFNYX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 30 | 16.94% | — | Jun 2002 | FXIRX vs PCRIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 72 | 19.00% | — | Jun 2015 | FXIRX vs PMJIX |
Compare FXIRX with Any Fund or Stock
Compare FXIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FXIRX with funds that move differently
PIMCO Fixed Income SHares: Series R alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FXIRX.
Explore FXIRX Diversifiers