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 | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | PCIMX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | PCIMX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | PCIMX vs FSMUX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | 0.07% | — | Dec 2017 | PCIMX vs FGNSX |
Best Risk-Adjusted Alternatives to PCIMX
PCIMX has a PortfoliosLab risk / return rank of 67. There are 205 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 | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | PCIMX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | PCIMX vs DFCMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | PCIMX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | PCIMX vs DFSMX |
Top Performing PCIMX Alternatives (YTD)
PCIMX is at 1.03% YTD. There are 339 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 10.27% | — | Apr 1998 | PCIMX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 8.40% | — | Nov 2002 | PCIMX vs NRK | |
| Nuveen Virginia Quality Municipal Income Fund | 7.07% | — | Mar 1993 | PCIMX vs NPV | |
| AllianceBernstein National Municipal Income Fund | 6.29% | — | Nov 2001 | PCIMX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.83% | — | Oct 1992 | PCIMX vs MIY |
Lowest Volatility Alternatives to PCIMX
PCIMX has 2.37% 1-year volatility. There are 171 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 | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | PCIMX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | PCIMX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | PCIMX vs DFCMX | |
| 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 178 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 | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | PCIMX vs TFCYX | |
| 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 | |
| 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, PONAX, PTTRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 45 | 0.81% | — | Mar 2007 | PCIMX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.64% | — | Apr 2007 | PCIMX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 29 | 0.53% | — | — | PCIMX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 4 | -3.47% | — | Dec 2001 | PCIMX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.77% | — | — | PCIMX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 45 | 10.00% | — | Aug 2007 | PCIMX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 7 | -3.03% | — | Oct 2004 | PCIMX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | -0.18% | — | Dec 1992 | PCIMX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 21 | 8.96% | — | Oct 2003 | PCIMX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 78 | 26.38% | — | Jun 2002 | PCIMX vs PCRIX |
Often Compared With PCIMX
Investors most often compare PCIMX with MUC, MUJ, FMBIX. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 24 | 4.25% | — | Feb 1998 | PCIMX vs MUC | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 46 | 5.16% | — | Mar 1998 | PCIMX vs MUJ | |
| Fidelity Municipal Bond Index Fund | Municipal Bonds | — | — | 0.00 | Jul 2019 | PCIMX vs FMBIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 60 | 17.54% | — | Jun 2015 | PCIMX vs PMJIX | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | PCIMX vs NQP | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 26 | 4.52% | — | 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