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 a closer substitute for your current allocation.
Cheapest Alternatives to HOIBX
HOIBX charges 0.81% annually. There are 100 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | HOIBX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | HOIBX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | HOIBX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | HOIBX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | HOIBX vs QDVBX |
Best Risk-Adjusted Alternatives to HOIBX
HOIBX has a PortfoliosLab risk / return rank of 10. There are 96 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 58.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 58 | 19.40B | Mar 1994 | HOIBX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 56 | — | Oct 2011 | HOIBX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 48 | — | Mar 2006 | HOIBX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 42 | — | Aug 1995 | HOIBX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | HOIBX vs MCDWX |
Top Performing HOIBX Alternatives (YTD)
HOIBX is at -1.24% YTD. There are 89 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 1.44% | — | Aug 1995 | HOIBX vs PCGTX | |
| DFA Diversified Fixed Income Portfolio | 0.44% | — | Aug 2016 | HOIBX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.42% | — | Mar 2006 | HOIBX vs LSSAX | |
| Manning & Napier Credit Series | 0.35% | — | Apr 2020 | HOIBX vs MCDWX | |
| Fidelity Education Income Fund | 0.04% | — | Mar 2021 | HOIBX vs FEDUX |
Lowest Volatility Alternatives to HOIBX
HOIBX has 4.03% 1-year volatility. There are 88 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | HOIBX vs VCAIX | |
| Fidelity Education Income Fund | 2.44% | — | Mar 2021 | HOIBX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.48% | — | Sep 2000 | HOIBX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | HOIBX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | HOIBX vs DFXIX |
Lowest Drawdown Alternatives to HOIBX
HOIBX has a 1-year max drawdown of -3.07%. There are 71 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | HOIBX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | HOIBX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | HOIBX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | HOIBX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | HOIBX vs FTHRX |
Other Mutual Funds from Homestead
The 7 most viewed Homestead mutual funds shown here include HOVLX, HSTIX, HNASX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Homestead Funds Value Fund | Large Cap Value Equities | 74 | 11.99% | — | Nov 1990 | HOIBX vs HOVLX | |
| Homestead Stock Index Fund | Large Cap Blend Equities | 55 | 9.83% | — | Oct 1999 | HOIBX vs HSTIX | |
| Homestead Growth Fund | Large Cap Growth Equities | 9 | 1.51% | — | Jan 2001 | HOIBX vs HNASX | |
| Homestead Small Company Stock Fund | Small Cap Blend Equities | 23 | 8.87% | — | Mar 1998 | HOIBX vs HSCSX | |
| Homestead International Equity Fund | Foreign Large Cap Equities | 68 | 16.30% | — | Jan 2001 | HOIBX vs HISIX | |
| Homestead Funds Short-Term Government Securities F... | Government Bonds | 24 | -0.18% | — | Apr 1995 | HOIBX vs HOSGX | |
| Homestead Funds Short Term Bond Fund | Short-Term Bond | 32 | 0.04% | — | Nov 1991 | HOIBX vs HOSBX |
Often Compared With HOIBX
Investors most often compare HOIBX with CRAIX, MCBDX, TCPYX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare HOIBX with Any Fund or Stock
Compare HOIBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HOIBX with funds that move differently
Homestead Intermediate Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HOIBX.
Explore HOIBX Diversifiers