iMGP Dolan McEniry Corporate Bond Fund (IDMIX) belongs to the Corporate Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IDMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IDMIX
IDMIX charges 0.70% annually. There are 24 mutual funds in the Corporate Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Long-Term Corporate Bond Index Fund Insti... | 0.05% | — | Nov 2009 | IDMIX vs VLCIX | |
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 0.05% | — | Nov 2009 | IDMIX vs VSTBX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.05% | — | Nov 2009 | IDMIX vs VICBX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.07% | 68.10B | Mar 2010 | IDMIX vs VICSX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.07% | 49.50B | Nov 2010 | IDMIX vs VSCSX |
Best Risk-Adjusted Alternatives to IDMIX
IDMIX has a PortfoliosLab risk / return rank of 38. There are 6 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Intermediate Bond Fund | 92 | — | Dec 2014 | IDMIX vs MIFIX | |
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 81 | — | Nov 2009 | IDMIX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 80 | 49.50B | Nov 2010 | IDMIX vs VSCSX | |
| John Hancock Managed Account Shares Investment-Gra... | 48 | — | Jul 2019 | IDMIX vs JMABX | |
| T. Rowe Price Corporate Income Fund | 44 | — | Oct 1995 | IDMIX vs PRPIX |
Top Performing IDMIX Alternatives (YTD)
IDMIX is at 0.08% YTD. There are 43 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 5.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Intermediate Bond Fund | 5.40% | — | Dec 2014 | IDMIX vs MIFIX | |
| Western Asset SMASh Series C Fund | 1.82% | — | Dec 2006 | IDMIX vs LMLCX | |
| Vanguard Long-Term Corporate Bond Index Fund Insti... | 1.23% | — | Nov 2009 | IDMIX vs VLCIX | |
| Vanguard Long-Term Corporate Bond Index Fund Admir... | 1.22% | 8.60B | Jan 2010 | IDMIX vs VLTCX | |
| AB Corporate Income Shares | 0.98% | — | Dec 2006 | IDMIX vs ACISX |
Lowest Volatility Alternatives to IDMIX
IDMIX has 2.89% 1-year volatility. There are 3 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.75%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 1.75% | 49.50B | Nov 2010 | IDMIX vs VSCSX | |
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 1.76% | — | Nov 2009 | IDMIX vs VSTBX | |
| LKCM Fixed Income Fund | 2.58% | — | Dec 1997 | IDMIX vs LKFIX | |
| Miller Intermediate Bond Fund | 3.02% | — | Dec 2014 | IDMIX vs MIFIX | |
| Federated Hermes Intermediate Corporate Bond Fund | 3.10% | — | Dec 1993 | IDMIX vs FIIFX |
Lowest Drawdown Alternatives to IDMIX
IDMIX has a 1-year max drawdown of -2.38%. There are 4 mutual funds in the Corporate Bonds category with shallower 1-year drawdowns, going as shallow as -1.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | -1.31% | — | Nov 2009 | IDMIX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | -1.36% | 49.50B | Nov 2010 | IDMIX vs VSCSX | |
| LKCM Fixed Income Fund | -1.76% | — | Dec 1997 | IDMIX vs LKFIX | |
| Federated Hermes Intermediate Corporate Bond Fund | -2.28% | — | Dec 1993 | IDMIX vs FIIFX | |
| Brandes Separately Managed Account Reserve Trust | -2.61% | — | Oct 2005 | IDMIX vs SMARX |
Other Mutual Funds from iM Global Partner Fund Management
The 4 most viewed iM Global Partner Fund Management mutual funds shown here include MSEFX, MAHIX, PFSVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iMGP Equity Fund | Large Cap Blend Equities | 8 | 4.07% | — | Dec 1996 | IDMIX vs MSEFX | |
| iMGP High Income Alternatives Fund | Nontraditional Bonds | 95 | 2.00% | — | Sep 2018 | IDMIX vs MAHIX | |
| iMGP SBH Focused Small Value Fund | Small Cap Value Equities | 17 | 7.42% | — | Jul 2020 | IDMIX vs PFSVX | |
| iMGP International Fund | Foreign Large Cap Equities | 27 | 9.01% | — | Dec 1997 | IDMIX vs MSILX |
Often Compared With IDMIX
Investors most often compare IDMIX with BND, ISHIX, FCSPX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare IDMIX with Any Fund or Stock
Compare IDMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IDMIX with funds that move differently
iMGP Dolan McEniry Corporate Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IDMIX.
Explore IDMIX Diversifiers