Metropolitan West Total Return Bond Fund Class I (MWTIX) Alternatives
Metropolitan West Total Return Bond Fund Class I (MWTIX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MWTIX. 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 MWTIX
MWTIX charges 0.45% annually. Among mutual funds in the Total Bond Market category, these options have the lowest expense ratios among MWTIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | MWTIX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | MWTIX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | Oct 18, 2017 | MWTIX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | Feb 5, 2010 | MWTIX vs VBMPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.04% | Sep 18, 1995 | MWTIX vs VBTIX |
Best Risk-Adjusted Alternatives to MWTIX
Among mutual funds in the Total Bond Market 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 | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | Feb 24, 2015 | MWTIX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 100 | Oct 10, 2008 | MWTIX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | Feb 24, 2015 | MWTIX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 100 | Mar 3, 2011 | MWTIX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 100 | May 31, 2018 | MWTIX vs FJTDX |
Top Performing MWTIX Alternatives (YTD)
MWTIX alternatives from the Total Bond Market category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.61% | Feb 24, 2015 | MWTIX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.59% | Feb 24, 2015 | MWTIX vs VUBFX | |
| Fidelity Flex Conservative Income Bond Fund | 0.55% | May 31, 2018 | MWTIX vs FJTDX | |
| Fidelity Conservative Income Bond Institutional Cl... | 0.52% | Mar 3, 2011 | MWTIX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.41% | Oct 10, 2008 | MWTIX vs JSOSX |
Lowest Volatility Alternatives to MWTIX
MWTIX alternatives from the Total Bond Market category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.67% | Feb 24, 2015 | MWTIX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | Oct 10, 2008 | MWTIX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.84% | Feb 24, 2015 | MWTIX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.28% | Mar 3, 2011 | MWTIX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.35% | May 31, 2018 | MWTIX vs FJTDX |
Lowest Drawdown Alternatives to MWTIX
MWTIX alternatives from the Total Bond Market category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.20% | Mar 3, 2011 | MWTIX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | Oct 10, 2008 | MWTIX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | -0.30% | May 31, 2018 | MWTIX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | Feb 24, 2015 | MWTIX vs VUBFX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.35% | Feb 24, 2015 | MWTIX vs VUSFX |
Other Mutual Funds from Metropolitan West Funds
Most popular Metropolitan West Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bond Fund | Intermediate Core-Plus Bond | 40 | -0.52% | Mar 31, 1997 | MWTIX vs MWTRX | |
| Metropolitan West Unconstrained Bond Fund | Nontraditional Bonds | 93 | -0.29% | Sep 29, 2011 | MWTIX vs MWCIX | |
| Metropolitan West Low Duration Bond Fund | Short-Term Bond | 92 | -0.22% | Mar 31, 1997 | MWTIX vs MWLDX | |
| Metropolitan West Investment Grade Credit Fund | Intermediate Core-Plus Bond | 80 | -0.85% | Jun 29, 2018 | MWTIX vs MWIGX | |
| Metropolitan West High Yield Bond Fund | High Yield Bonds | 74 | -1.19% | Sep 30, 2002 | MWTIX vs MWHYX | |
| Metropolitan West Ultra Short Bond Fund | Ultrashort Bond | 96 | 0.23% | Jun 30, 2003 | MWTIX vs MWUSX | |
| Metropolitan West Strategic Income Fund | Nontraditional Bonds | 92 | -0.11% | Jun 29, 2003 | MWTIX vs MWSTX | |
| MetWest ESG Securitized Fund | Intermediate Core-Plus Bond | 64 | -0.10% | Sep 29, 2021 | MWTIX vs MWESX |
Often Compared With MWTIX
What investors most often compare with MWTIX, based on PortfoliosLab usage data.
Compare MWTIX with Any Fund or Stock
Compare MWTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.