PIMCO California Intermediate Municipal Bond Fund (PCIMX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PCIMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCIMX
PCIMX charges 0.46% annually. There are 112 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | PCIMX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | PCIMX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | PCIMX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | PCIMX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | PCIMX vs FSMUX |
Best Risk-Adjusted Alternatives to PCIMX
PCIMX has a PortfoliosLab risk / return rank of 70. There are 264 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | PCIMX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | PCIMX vs ATOIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | PCIMX vs DFCMX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | PCIMX vs DNYMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | PCIMX vs DFSMX |
Top Performing PCIMX Alternatives (YTD)
PCIMX is at 1.14% YTD. There are 355 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 13.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 13.22% | — | Apr 1998 | PCIMX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.70% | — | Nov 2002 | PCIMX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 7.62% | — | Nov 2001 | PCIMX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 6.57% | — | Oct 1992 | PCIMX vs MIY | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | PCIMX vs NPV |
Lowest Volatility Alternatives to PCIMX
PCIMX has 2.31% 1-year volatility. There are 159 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | PCIMX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | PCIMX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | PCIMX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | PCIMX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | PCIMX vs DFSMX |
Lowest Drawdown Alternatives to PCIMX
PCIMX has a 1-year max drawdown of -2.62%. There are 177 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | PCIMX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | PCIMX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | PCIMX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | PCIMX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | PCIMX vs FHMIX |
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 | 42 | 0.72% | — | Mar 2007 | PCIMX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -3.45% | — | Dec 2002 | PCIMX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 38 | 0.55% | — | Apr 2007 | PCIMX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 26 | 0.30% | — | May 1987 | PCIMX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 6 | -2.70% | — | Dec 2001 | PCIMX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 41 | 0.68% | — | — | PCIMX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 39 | 8.53% | — | Aug 2007 | PCIMX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 7 | -3.70% | — | Oct 2004 | PCIMX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 10 | 0.43% | — | Dec 1992 | PCIMX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 40 | 13.28% | — | Oct 2003 | PCIMX vs PISIX |
Often Compared With PCIMX
Investors most often compare PCIMX with MUC, PCRIX, FGNSX. These 6 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 36 | 5.84% | — | Feb 1998 | PCIMX vs MUC | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 28 | 15.90% | — | Jun 2002 | PCIMX vs PCRIX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | PCIMX vs FGNSX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 51 | 5.45% | — | Mar 1998 | PCIMX vs MUJ | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 72 | 18.92% | — | Jun 2015 | PCIMX vs PMJIX | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 29 | 4.22% | — | Nov 1992 | PCIMX vs MPA |
Compare PCIMX with Any Fund or Stock
Compare PCIMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCIMX with funds that move differently
PIMCO California Intermediate Municipal Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCIMX.
Explore PCIMX Diversifiers