PIMCO RealPath Blend Income Fund (PBRNX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PBRNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PBRNX
PBRNX charges 0.03% annually. There are 17 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | PBRNX vs JLKYX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PBRNX vs LTFIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | PBRNX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PBRNX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PBRNX vs LTRIX |
Best Risk-Adjusted Alternatives to PBRNX
PBRNX has a PortfoliosLab risk / return rank of 57. There are 379 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | PBRNX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | PBRNX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | PBRNX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | PBRNX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | PBRNX vs FRHMX |
Top Performing PBRNX Alternatives (YTD)
PBRNX is at 5.08% YTD. There are 499 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | PBRNX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PBRNX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | PBRNX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | PBRNX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | PBRNX vs FFSZX |
Lowest Volatility Alternatives to PBRNX
PBRNX has 6.99% 1-year volatility. There are 163 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | PBRNX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | PBRNX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | PBRNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | PBRNX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | PBRNX vs FRIMX |
Lowest Drawdown Alternatives to PBRNX
PBRNX has a 1-year max drawdown of -5.66%. There are 200 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | PBRNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PBRNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PBRNX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PBRNX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | PBRNX vs FRQKX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 40 | 0.81% | — | Mar 2007 | PBRNX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -3.95% | — | Dec 2002 | PBRNX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 37 | 0.64% | — | Apr 2007 | PBRNX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 26 | 0.41% | — | May 1987 | PBRNX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 6 | -2.78% | — | Dec 2001 | PBRNX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 40 | 0.77% | — | — | PBRNX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 33 | 7.22% | — | Aug 2007 | PBRNX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 8 | -2.70% | — | Oct 2004 | PBRNX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 10 | 0.43% | — | Dec 1992 | PBRNX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 38 | 11.74% | — | Oct 2003 | PBRNX vs PISIX |
Often Compared With PBRNX
Investors most often compare PBRNX with SCHD, TBLAX, TRRAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PBRNX with Any Fund or Stock
Compare PBRNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PBRNX with funds that move differently
PIMCO RealPath Blend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PBRNX.
Explore PBRNX Diversifiers