Nationwide Loomis Core Bond Fund (NWJJX) Alternatives
Nationwide Loomis Core Bond Fund (NWJJX) 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 NWJJX. 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 NWJJX
NWJJX charges 0.73% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among NWJJX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | NWJJX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | NWJJX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | NWJJX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | NWJJX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | NWJJX vs WFBIX |
Best Risk-Adjusted Alternatives to NWJJX
Among mutual funds in the Intermediate Core Bond 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 | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 86 | Aug 31, 1973 | NWJJX vs PRCIX | |
| Fidelity Education Income Fund | 82 | Mar 16, 2021 | NWJJX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 82 | Mar 2, 2006 | NWJJX vs LSSAX | |
| Baird Intermediate Bond Fund | 81 | Sep 29, 2000 | NWJJX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 80 | Aug 10, 2016 | NWJJX vs DFXIX |
Top Performing NWJJX Alternatives (YTD)
NWJJX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.74% | Aug 24, 1995 | NWJJX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.55% | Mar 2, 2006 | NWJJX vs LSSAX | |
| Dupree Taxable Municipal Bond Fund | 0.43% | Nov 1, 2010 | NWJJX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.40% | Aug 10, 2016 | NWJJX vs DFXIX | |
| Touchstone Impact Bond Fund | 0.31% | Nov 15, 1991 | NWJJX vs TCPYX |
Lowest Volatility Alternatives to NWJJX
NWJJX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.68% | Mar 16, 2021 | NWJJX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | NWJJX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | NWJJX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | NWJJX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | NWJJX vs JIBEX |
Lowest Drawdown Alternatives to NWJJX
NWJJX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | NWJJX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | NWJJX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | NWJJX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | NWJJX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | NWJJX vs JIBEX |
Other Mutual Funds from Nationwide
Most popular Nationwide mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 0.76% | Nov 1, 2015 | NWJJX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 55 | -4.41% | Nov 2, 1998 | NWJJX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 75 | 1.42% | Jun 9, 1996 | NWJJX vs NWJCX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 13 | 9.49% | Jan 24, 2021 | NWJJX vs NWAUX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 19 | -11.42% | May 29, 2001 | NWJJX vs NWHQX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -9.25% | Jan 4, 1999 | NWJJX vs NWHVX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 57 | 0.74% | Dec 29, 1999 | NWJJX vs GMRAX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 36 | 2.42% | Dec 29, 1999 | NWJJX vs GMXAX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 70 | 0.48% | Dec 29, 1999 | NWJJX vs GIIAX | |
| Nationwide Bond Index Fund | Intermediate Core Bond | 30 | -0.40% | Dec 29, 1999 | NWJJX vs GBIAX |
Often Compared With NWJJX
What investors most often compare with NWJJX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Advisor Investment Grade Bond Fund Class ... | Total Bond Market | 25 | -0.40% | Aug 27, 2002 | NWJJX vs FGBCX | |
| Columbia Bond Fund | Intermediate Core Bond | 65 | 0.03% | Jan 9, 1986 | NWJJX vs UMMGX |
Compare NWJJX with Any Fund or Stock
Compare NWJJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.