FXIRX Alternatives & Similar Mutual Funds

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
RRPAX	SEI Institutional Investments Trust Real Return Fu...	0.02%	—	Dec 2006	FXIRX vs RRPAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	0.04%	—	Oct 2012	FXIRX vs VTSPX
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	0.05%	—	Mar 2006	FXIRX vs SWRSX
FIPDX	Fidelity Inflation-Protected Bond Index Fund	0.05%	—	May 2012	FXIRX vs FIPDX
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	0.05%	—	Nov 2025	FXIRX vs FFNYX

Best Risk-Adjusted Alternatives to FXIRX

FXIRX has a PortfoliosLab risk / return rank of 9. There are 49 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	91	—	Oct 2012	FXIRX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	91	71.10B	Oct 2012	FXIRX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	91	—	Oct 2012	FXIRX vs VTIPX
SEIAX	SEI Multi-Asset Real Return Fund Class A	86	—	Jul 2011	FXIRX vs SEIAX
APOIX	American Century Short Duration Inflation Protecti...	80	1.19B	May 2005	FXIRX vs APOIX

Top Performing FXIRX Alternatives (YTD)

FXIRX is at -0.47% YTD. There are 50 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 9.31%.

Symbol	Name	YTD Return	AUM	Inception
SEIAX	SEI Multi-Asset Real Return Fund Class A	9.31%	—	Jul 2011	FXIRX vs SEIAX
IPBAX	Allspring Real Return Fund	8.62%	—	Feb 2003	FXIRX vs IPBAX
DFAAX	DFA Global Core Plus Real Return Portfolio	2.04%	—	May 2021	FXIRX vs DFAAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.83%	—	Oct 2012	FXIRX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.81%	71.10B	Oct 2012	FXIRX vs VTAPX

Lowest Volatility Alternatives to FXIRX

FXIRX has 6.09% 1-year volatility. There are 51 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.55%.

Symbol	Name	Volatility 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.55%	—	Oct 2012	FXIRX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.57%	71.10B	Oct 2012	FXIRX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.58%	—	Oct 2012	FXIRX vs VTSPX
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.63%	—	Mar 2010	FXIRX vs EARRX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.66%	—	Mar 2010	FXIRX vs EIRRX

Lowest Drawdown Alternatives to FXIRX

FXIRX has a 1-year max drawdown of -3.77%. There are 47 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.72%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	—	Oct 2012	FXIRX vs VTIPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	—	Oct 2012	FXIRX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	71.10B	Oct 2012	FXIRX vs VTAPX
APOIX	American Century Short Duration Inflation Protecti...	-0.82%	1.19B	May 2005	FXIRX vs APOIX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	-0.89%	—	Mar 2010	FXIRX vs EIRRX

Other Mutual Funds from PIMCO

The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	52	0.23%	—	Mar 2007	FXIRX vs PIMIX
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	1	-2.91%	—	Dec 2002	FXIRX vs PTY
PONAX	PIMCO Income Fund Class A	Multisector Bonds	45	0.03%	—	Apr 2007	FXIRX vs PONAX
PTTRX	PIMCO Total Return Fund Institutional Class	Intermediate Core-Plus Bond	30	-0.45%	—	May 1987	FXIRX vs PTTRX
PCN	PIMCO Corporate & Income Strategy Fund	Multisector Bonds	9	-2.68%	—	Dec 2001	FXIRX vs PCN
PONPX	PIMCO Income Fund Class I-2	Multisector Bonds	50	0.18%	—	Apr 2008	FXIRX vs PONPX
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio	28	4.37%	—	Aug 2007	FXIRX vs PSLDX
PFN	PIMCO Income Strategy Fund II	Multisector Bonds	15	1.29%	—	Oct 2004	FXIRX vs PFN
PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	Global Bonds	12	-0.58%	—	Dec 1992	FXIRX vs PFORX
PISIX	PIMCO StocksPLUS International Fund (U.S. Dollar-H...	Foreign Large Cap Equities	49	12.84%	—	Oct 2003	FXIRX vs PISIX

Often Compared With FXIRX

Investors most often compare FXIRX with FSTZX, IBRIX, VCTPX. These 6 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	Inflation-Protected Bonds	36	0.67%	—	Jan 2022	FXIRX vs FSTZX
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	Inflation-Protected Bonds	14	1.47%	—	Apr 2007	FXIRX vs IBRIX
VCTPX	VALIC Company I Inflation Protected Fund	Inflation-Protected Bonds	34	0.96%	—	Dec 2004	FXIRX vs VCTPX
PMJIX	PIMCO RAE US Small Fund	Small Cap Value Equities	86	20.55%	—	Jun 2015	FXIRX vs PMJIX
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	Inflation-Protected Bonds	9	-0.66%	—	Aug 2024	FXIRX vs FSPWX
PCRIX	PIMCO Commodity Real Return Strategy Fund	Commodities	69	21.76%	—	Jun 2002	FXIRX vs PCRIX

Compare FXIRX with Any Fund or Stock

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

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Diversifiers

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

PIMCO Fixed Income SHares: Series R (FXIRX) Alternatives