U.S. Global Investors Near-Term Tax Free Fund (NEARX) Alternatives
U.S. Global Investors Near-Term Tax Free Fund (NEARX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NEARX. 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 NEARX
NEARX charges 0.45% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among NEARX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | Dec 22, 2015 | NEARX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | May 30, 2007 | NEARX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | Feb 2, 2021 | NEARX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | Jun 24, 2021 | NEARX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | Jul 11, 2019 | NEARX vs FMBIX |
Best Risk-Adjusted Alternatives to NEARX
Among mutual funds in the Municipal Bonds 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 | |
|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | Dec 4, 2002 | NEARX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | Apr 21, 2016 | NEARX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | 99 | Dec 25, 2017 | NEARX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | Feb 2, 2021 | NEARX vs FHMIX | |
| JPMorgan Ultra-Short Municipal Fund | 99 | May 30, 2016 | NEARX vs USMTX |
Top Performing NEARX Alternatives (YTD)
NEARX alternatives from the Municipal Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 6.43% | Apr 20, 1998 | NEARX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 4.12% | Mar 18, 1993 | NEARX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 3.25% | Nov 21, 2002 | NEARX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 2.55% | Oct 30, 1992 | NEARX vs MIY | |
| Nuveen Pennsylvania Quality Municipal Income | 2.31% | Feb 21, 1991 | NEARX vs NQP |
Lowest Volatility Alternatives to NEARX
NEARX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.68% | Aug 19, 2002 | NEARX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.69% | May 31, 2016 | NEARX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.70% | May 30, 2016 | NEARX vs USMTX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.71% | Apr 11, 2022 | NEARX vs DFABX | |
| BlackRock Allocation Target Shares | 0.76% | May 20, 2021 | NEARX vs BATVX |
Lowest Drawdown Alternatives to NEARX
NEARX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | May 20, 2021 | NEARX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | Dec 4, 2002 | NEARX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | Apr 21, 2016 | NEARX vs TFCYX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.20% | Dec 25, 2017 | NEARX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.20% | Feb 2, 2021 | NEARX vs FHMIX |
Other Mutual Funds from US Global
Most popular US Global mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| U.S. Global Investors Gold & Precious Metals Fund | Precious Metals | 91 | -3.65% | Jun 30, 1974 | NEARX vs USERX | |
| U.S. Global Investors World Precious Minerals Fund | Precious Metals | 90 | -6.08% | Nov 26, 1985 | NEARX vs UNWPX | |
| U.S. Global Investors Global Resources Fund | Energy Equities | 97 | 5.05% | Aug 2, 1983 | NEARX vs PSPFX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | Ultrashort Bond | — | 0.53% | Dec 2, 2013 | NEARX vs UGSDX | |
| U.S. Global Investors Global Luxury Goods Fund | Consumer Discretionary Equities | 10 | -13.20% | May 2, 1995 | NEARX vs USLUX |
Often Compared With NEARX
What investors most often compare with NEARX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin Liberty Federal Intermediate Tax-Free Bon... | Municipal Bonds, Actively Managed | 65 | 0.28% | Aug 31, 2017 | NEARX vs FLMI | |
| S&P 500 Index | 74 | -4.63% | — | NEARX vs ^GSPC | ||
| DFA Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.10% | Nov 3, 2014 | NEARX vs DMREX | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 94 | 1.09% | Oct 31, 2017 | NEARX vs DCARX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 48 | -0.10% | Dec 27, 2017 | NEARX vs FGNSX |
Compare NEARX with Any Fund or Stock
Compare NEARX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.