Optimum Fixed Income Fund (OIFIX) Alternatives
Optimum Fixed Income Fund (OIFIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OIFIX. 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 OIFIX
OIFIX charges 0.80% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among OIFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | OIFIX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | OIFIX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | OIFIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | OIFIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | OIFIX vs BCOIX |
Best Risk-Adjusted Alternatives to OIFIX
Among mutual funds in the Intermediate Core-Plus 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 | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | OIFIX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | OIFIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | OIFIX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | OIFIX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | OIFIX vs MDVAX |
Top Performing OIFIX Alternatives (YTD)
OIFIX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | OIFIX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | OIFIX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | OIFIX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | OIFIX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | OIFIX vs TGLMX |
Lowest Volatility Alternatives to OIFIX
OIFIX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | OIFIX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | OIFIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | OIFIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | OIFIX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | OIFIX vs TGRNX |
Lowest Drawdown Alternatives to OIFIX
OIFIX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | OIFIX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | OIFIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | OIFIX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | OIFIX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | OIFIX vs MWIGX |
Other Mutual Funds from Delaware Funds
Most popular Delaware Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | -9.94% | Jun 30, 2000 | OIFIX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 5 | -15.30% | Jun 30, 2000 | OIFIX vs WLGAX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 88 | 2.54% | Oct 4, 1993 | OIFIX vs FGINX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 41 | 3.11% | Jun 24, 1987 | OIFIX vs DEVLX | |
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 97 | 13.36% | Jun 9, 1996 | OIFIX vs DEMIX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 18 | -3.22% | Dec 29, 1998 | OIFIX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 27 | -11.98% | Aug 1, 2003 | OIFIX vs OILGX | |
| Delaware Value Fund | Large Cap Value Equities | 38 | 1.00% | Sep 14, 1998 | OIFIX vs DDVIX | |
| Delaware Ivy Mid Cap Income Opportunities Fund | Mid Cap Value Equities | 20 | -1.41% | Oct 1, 2014 | OIFIX vs IVOIX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 11 | -1.20% | Jan 10, 1984 | OIFIX vs DMTFX |
Often Compared With OIFIX
What investors most often compare with OIFIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | OIFIX vs VOO | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | OIFIX vs AAIIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | OIFIX vs BCPIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 8 | -0.87% | Sep 21, 1986 | OIFIX vs CXHYX | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 68 | 0.21% | Feb 20, 2015 | OIFIX vs VGSBX |
Compare OIFIX with Any Fund or Stock
Compare OIFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.