PBDCX Alternatives & Similar Mutual Funds

PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) belongs to the Corporate Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PBDCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PBDCX

PBDCX charges 2.19% annually. There are 40 mutual funds in the Corporate Bonds category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	0.05%	—	Nov 2009	PBDCX vs VLCIX
VICBX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.05%	—	Nov 2009	PBDCX vs VICBX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.05%	—	Nov 2009	PBDCX vs VSTBX
VICSX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.06%	69.50B	Mar 2010	PBDCX vs VICSX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.06%	51.90B	Nov 2010	PBDCX vs VSCSX

Best Risk-Adjusted Alternatives to PBDCX

PBDCX has a PortfoliosLab risk / return rank of 11. There are 37 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	95	—	Dec 2014	PBDCX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	86	—	Nov 2009	PBDCX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	84	51.90B	Nov 2010	PBDCX vs VSCSX
JMABX	John Hancock Managed Account Shares Investment-Gra...	36	—	Jul 2019	PBDCX vs JMABX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	34	—	Sep 2018	PBDCX vs IDMIX

Top Performing PBDCX Alternatives (YTD)

PBDCX is at -1.42% YTD. There are 39 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 5.78%.

Symbol	Name	YTD Return	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	5.78%	—	Dec 2014	PBDCX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.91%	—	Nov 2009	PBDCX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.84%	51.90B	Nov 2010	PBDCX vs VSCSX
SMARX	Brandes Separately Managed Account Reserve Trust	0.14%	—	Oct 2005	PBDCX vs SMARX
LKFIX	LKCM Fixed Income Fund	-0.07%	—	Dec 1997	PBDCX vs LKFIX

Lowest Volatility Alternatives to PBDCX

PBDCX has 4.60% 1-year volatility. There are 39 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.78%.

Symbol	Name	Volatility 1Y	AUM	Inception
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	1.78%	—	Nov 2009	PBDCX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	1.79%	51.90B	Nov 2010	PBDCX vs VSCSX
LKFIX	LKCM Fixed Income Fund	2.51%	—	Dec 1997	PBDCX vs LKFIX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	2.79%	—	Sep 2018	PBDCX vs IDMIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	3.05%	—	Dec 1993	PBDCX vs FIIFX

Lowest Drawdown Alternatives to PBDCX

PBDCX has a 1-year max drawdown of -3.98%. There are 40 mutual funds in the Corporate Bonds category with shallower 1-year drawdowns, going as shallow as -1.31%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	-1.31%	—	Nov 2009	PBDCX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	-1.36%	51.90B	Nov 2010	PBDCX vs VSCSX
LKFIX	LKCM Fixed Income Fund	-1.76%	—	Dec 1997	PBDCX vs LKFIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	-2.28%	—	Dec 1993	PBDCX vs FIIFX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	-2.38%	—	Sep 2018	PBDCX vs IDMIX

Other Mutual Funds from PIMCO

The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	52	0.23%	—	Mar 2007	PBDCX vs PIMIX
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	1	-2.91%	—	Dec 2002	PBDCX vs PTY
PONAX	PIMCO Income Fund Class A	Multisector Bonds	45	0.03%	—	Apr 2007	PBDCX vs PONAX
PTTRX	PIMCO Total Return Fund Institutional Class	Intermediate Core-Plus Bond	30	-0.45%	—	May 1987	PBDCX vs PTTRX
PCN	PIMCO Corporate & Income Strategy Fund	Multisector Bonds	9	-2.68%	—	Dec 2001	PBDCX vs PCN
PONPX	PIMCO Income Fund Class I-2	Multisector Bonds	50	0.18%	—	Apr 2008	PBDCX vs PONPX
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio	28	4.37%	—	Aug 2007	PBDCX vs PSLDX
PFN	PIMCO Income Strategy Fund II	Multisector Bonds	15	1.29%	—	Oct 2004	PBDCX vs PFN
PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	Global Bonds	12	-0.58%	—	Dec 1992	PBDCX vs PFORX
PISIX	PIMCO StocksPLUS International Fund (U.S. Dollar-H...	Foreign Large Cap Equities	49	12.84%	—	Oct 2003	PBDCX vs PISIX

Often Compared With PBDCX

Investors most often compare PBDCX with SPY, BIZD, BKLN. These 18 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	PBDCX vs SPY
BIZD	VanEck BDC Income ETF	Financials Equities	3	-7.38%	1.57B	Feb 2013	PBDCX vs BIZD
BKLN	Invesco Senior Loan ETF	Bank Loan	56	0.65%	6.74B	Mar 2011	PBDCX vs BKLN
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	PBDCX vs VOO
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	55	6.05%	39.88B	May 2022	PBDCX vs JEPQ
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	PBDCX vs SCHD
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	80	14.16%	37.18B	Feb 2022	PBDCX vs CGDV
UTF	Cohen & Steers Infrastructure Fund, Inc		74	20.28%	—	—	PBDCX vs UTF
VLTCX	Vanguard Long-Term Corporate Bond Index Fund Admir...	Corporate Bonds	7	-2.30%	10.00B	Jan 2010	PBDCX vs VLTCX
VBF	Invesco Bond Fund	Corporate Bonds	5	-1.87%	—	Oct 1970	PBDCX vs VBF
LMLCX	Western Asset SMASh Series C Fund	Corporate Bonds	24	-0.54%	—	Dec 2006	PBDCX vs LMLCX
PRPIX	T. Rowe Price Corporate Income Fund	Corporate Bonds	15	-1.08%	—	Oct 1995	PBDCX vs PRPIX
DFTEX	DFA Intermediate-Term Extended Quality Portfolio F...	Corporate Bonds	23	-0.11%	—	Jul 2010	PBDCX vs DFTEX
PCRIX	PIMCO Commodity Real Return Strategy Fund	Commodities	69	21.76%	—	Jun 2002	PBDCX vs PCRIX
PMJIX	PIMCO RAE US Small Fund	Small Cap Value Equities	86	20.55%	—	Jun 2015	PBDCX vs PMJIX
ACISX	AB Corporate Income Shares	Corporate Bonds	21	-0.64%	—	Dec 2006	PBDCX vs ACISX
SIDCX	SEI Institutional Investments Trust Intermediate D...	Corporate Bonds	14	-0.95%	—	Mar 2015	PBDCX vs SIDCX
SRINX	Columbia Corporate Income Fund	Corporate Bonds	17	-0.87%	—	Mar 1986	PBDCX vs SRINX

Compare PBDCX with Any Fund or Stock

Compare PBDCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair PBDCX with funds that move differently

PIMCO Investment Grade Credit Bond Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PBDCX.

Explore PBDCX Diversifiers

PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) Alternatives