Homestead Intermediate Bond Fund (HOIBX) Alternatives
Homestead Intermediate Bond Fund (HOIBX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HOIBX. 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 HOIBX
HOIBX charges 0.81% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among HOIBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | HOIBX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | HOIBX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | HOIBX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | HOIBX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | HOIBX vs WFBIX |
Best Risk-Adjusted Alternatives to HOIBX
Among mutual funds in the Intermediate Core 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 | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | HOIBX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | HOIBX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | HOIBX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | HOIBX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | HOIBX vs DFXIX |
Top Performing HOIBX Alternatives (YTD)
HOIBX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | HOIBX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | HOIBX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | HOIBX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | HOIBX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | HOIBX vs TCPYX |
Lowest Volatility Alternatives to HOIBX
HOIBX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | HOIBX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | HOIBX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | HOIBX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | HOIBX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | HOIBX vs JIBEX |
Lowest Drawdown Alternatives to HOIBX
HOIBX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | HOIBX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | HOIBX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | HOIBX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | HOIBX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | HOIBX vs JIBEX |
Other Mutual Funds from Homestead
Most popular Homestead mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Homestead Stock Index Fund | Large Cap Blend Equities | 43 | -7.17% | Oct 28, 1999 | HOIBX vs HSTIX | |
| Homestead Growth Fund | Large Cap Growth Equities | 13 | -15.41% | Jan 22, 2001 | HOIBX vs HNASX | |
| Homestead Funds Value Fund | Large Cap Value Equities | 37 | -1.23% | Nov 19, 1990 | HOIBX vs HOVLX | |
| Homestead Small Company Stock Fund | Small Cap Blend Equities | 20 | -2.68% | Mar 4, 1998 | HOIBX vs HSCSX | |
| Homestead Funds Short-Term Government Securities F... | Government Bonds | 86 | -0.08% | Apr 30, 1995 | HOIBX vs HOSGX | |
| Homestead International Equity Fund | Foreign Large Cap Equities | 37 | -0.57% | Jan 21, 2001 | HOIBX vs HISIX | |
| Homestead Funds Short Term Bond Fund | Short-Term Bond | 85 | -0.39% | Nov 5, 1991 | HOIBX vs HOSBX |
Often Compared With HOIBX
What investors most often compare with HOIBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | HOIBX vs UMMGX |
Compare HOIBX with Any Fund or Stock
Compare HOIBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.