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 a closer substitute for your current allocation.
Cheapest Alternatives to NEARX
NEARX charges 0.45% annually. There are 96 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | NEARX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | NEARX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | NEARX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | NEARX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | NEARX vs FSMUX |
Best Risk-Adjusted Alternatives to NEARX
NEARX has a PortfoliosLab risk / return rank of 37. There are 460 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | NEARX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | NEARX vs ATOIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | NEARX vs DFCMX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | NEARX vs DNYMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | NEARX vs DFSMX |
Top Performing NEARX Alternatives (YTD)
NEARX is at 1.04% YTD. There are 382 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 13.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 13.22% | — | Apr 1998 | NEARX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.70% | — | Nov 2002 | NEARX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 7.62% | — | Nov 2001 | NEARX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 6.57% | — | Oct 1992 | NEARX vs MIY | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | NEARX vs NPV |
Lowest Volatility Alternatives to NEARX
NEARX has 2.55% 1-year volatility. There are 210 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | NEARX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | NEARX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | NEARX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | NEARX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | NEARX vs DFSMX |
Lowest Drawdown Alternatives to NEARX
NEARX has a 1-year max drawdown of -1.45%. There are 44 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | NEARX vs BATVX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | NEARX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | NEARX vs FHMIX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | NEARX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | NEARX vs APUSX |
Other Mutual Funds from US Global
The 5 most viewed US Global mutual funds shown here include USERX, UNWPX, UGSDX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| U.S. Global Investors Gold & Precious Metals Fund | Gold, Precious Metals | 25 | -3.81% | — | Jun 1974 | NEARX vs USERX | |
| U.S. Global Investors World Precious Minerals Fund | Precious Metals | 46 | 7.34% | — | Nov 1985 | NEARX vs UNWPX | |
| U.S. Global Investors U.S. Government Ultra-Short ... | Ultrashort Bond | — | 1.32% | — | Dec 2013 | NEARX vs UGSDX | |
| U.S. Global Investors Global Resources Fund | Energy Equities | 54 | 1.03% | — | Aug 1983 | NEARX vs PSPFX | |
| U.S. Global Investors Global Luxury Goods Fund | Consumer Discretionary Equities | 8 | -4.45% | — | May 1995 | NEARX vs USLUX |
Often Compared With NEARX
Investors most often compare NEARX with FLMI, ^GSPC, DMREX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare NEARX with Any Fund or Stock
Compare NEARX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NEARX with funds that move differently
U.S. Global Investors Near-Term Tax Free Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEARX.
Explore NEARX Diversifiers