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 111 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 | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | PCIMX vs VTMFX | |
| 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 65. There are 354 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | 100 | — | Dec 2002 | PCIMX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | PCIMX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | PCIMX vs DFABX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | PCIMX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | PCIMX vs TFCYX |
Top Performing PCIMX Alternatives (YTD)
PCIMX is at -0.10% YTD. There are 390 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.94% | — | Apr 1998 | PCIMX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 7.21% | — | Oct 1992 | PCIMX vs MIY | |
| Nuveen New York AMT Free Quality Municipal Income | 7.15% | — | Nov 2002 | PCIMX vs NRK | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 4.40% | 12.30B | Sep 1994 | PCIMX vs VTMFX | |
| AllianceBernstein National Municipal Income Fund | 3.80% | — | Nov 2001 | PCIMX vs AFB |
Lowest Volatility Alternatives to PCIMX
PCIMX has 2.41% 1-year volatility. There are 155 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | Aug 2002 | PCIMX vs DFSMX | |
| 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 | 0.63% | — | May 2016 | PCIMX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.65% | — | May 2016 | PCIMX vs USMTX |
Lowest Drawdown Alternatives to PCIMX
PCIMX has a 1-year max drawdown of -2.62%. There are 176 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 | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | PCIMX vs FHMIX | |
| 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 | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | PCIMX vs DFABX |
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 | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 52 | 0.23% | — | Mar 2007 | PCIMX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.91% | — | Dec 2002 | PCIMX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 45 | 0.03% | — | Apr 2007 | PCIMX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 30 | -0.45% | — | May 1987 | PCIMX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 9 | -2.68% | — | Dec 2001 | PCIMX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 50 | 0.18% | — | Apr 2008 | PCIMX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 28 | 4.37% | — | Aug 2007 | PCIMX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 15 | 1.29% | — | Oct 2004 | PCIMX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | -0.58% | — | Dec 1992 | PCIMX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 49 | 12.84% | — | Oct 2003 | PCIMX vs PISIX |
Often Compared With PCIMX
Investors most often compare PCIMX with MUC, DNYMX, APUSX. These 17 comparison targets span 11 categories, based on PortfoliosLab usage data.
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