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 a closer substitute for your current allocation.
Cheapest Alternatives to NWJJX
NWJJX charges 0.73% annually. There are 89 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | NWJJX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | NWJJX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | NWJJX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | NWJJX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | NWJJX vs WFBIX |
Best Risk-Adjusted Alternatives to NWJJX
NWJJX has a PortfoliosLab risk / return rank of 19. There are 76 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 64.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | NWJJX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 54 | — | Aug 1995 | NWJJX vs PCGTX | |
| Hartford Schroders Tax-Aware Bond Fund | 53 | — | Oct 2011 | NWJJX vs STWTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | NWJJX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 39 | — | Aug 2016 | NWJJX vs DFXIX |
Top Performing NWJJX Alternatives (YTD)
NWJJX is at 0.45% YTD. There are 34 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 3.21% | — | Aug 1995 | NWJJX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 1.56% | — | Nov 2010 | NWJJX vs DUTMX | |
| Loomis Sayles Securitized Asset Fund | 1.49% | — | Mar 2006 | NWJJX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.28% | — | Oct 2011 | NWJJX vs STWTX | |
| MassMutual Core Bond Fund | 0.96% | — | Sep 1994 | NWJJX vs MCBDX |
Lowest Volatility Alternatives to NWJJX
NWJJX has 3.93% 1-year volatility. There are 61 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | NWJJX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | NWJJX vs BIMSX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | NWJJX vs FEDUX | |
| DFA Diversified Fixed Income Portfolio | 2.59% | — | Aug 2016 | NWJJX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.74% | — | Aug 2000 | NWJJX vs JIBEX |
Lowest Drawdown Alternatives to NWJJX
NWJJX has a 1-year max drawdown of -2.94%. There are 42 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | NWJJX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | NWJJX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | NWJJX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | NWJJX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | NWJJX vs FTHRX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, GRISX, NWJCX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.37% | — | Nov 2015 | NWJJX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 64 | 10.00% | — | Nov 1998 | NWJJX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 81 | 28.26% | — | Jun 1996 | NWJJX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 29 | 22.33% | — | May 2001 | NWJJX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 4 | 2.29% | — | Jan 2021 | NWJJX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 34 | 10.19% | — | Dec 1999 | NWJJX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 67 | 20.34% | — | Dec 1999 | NWJJX vs GMRAX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.33% | — | Nov 2015 | NWJJX vs NWXEX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -4.20% | — | Jan 1999 | NWJJX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 48 | 15.14% | — | Dec 1999 | NWJJX vs GMXAX |
Often Compared With NWJJX
Investors most often compare NWJJX with FGBCX, GBIAX, TCPYX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare NWJJX with Any Fund or Stock
Compare NWJJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWJJX with funds that move differently
Nationwide Loomis Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWJJX.
Explore NWJJX Diversifiers