PIMCO Extended Duration Fund (PEDIX) Alternatives
PIMCO Extended Duration Fund (PEDIX) belongs to the Government Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PEDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PEDIX
PEDIX charges 0.50% annually. Among mutual funds in the Government Bonds category, these options have the lowest expense ratios among PEDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | Mar 16, 2009 | PEDIX vs GUSTX | |
| Fidelity SAI Long-Term Treasury Bond Index Fund | 0.03% | Oct 8, 2015 | PEDIX vs FBLTX | |
| Fidelity SAI U.S. Treasury Bond Index Fund | 0.03% | Mar 1, 2016 | PEDIX vs FUTBX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | PEDIX vs FUAMX | |
| Fidelity Long-Term Treasury Bond Index Fund | 0.03% | Dec 20, 2005 | PEDIX vs FNBGX |
Best Risk-Adjusted Alternatives to PEDIX
Among mutual funds in the Government Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| GMO U.S. Treasury Fund | 100 | Mar 16, 2009 | PEDIX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | 99 | Dec 2, 1985 | PEDIX vs FEUGX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 97 | Aug 23, 2010 | PEDIX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 97 | Dec 28, 2009 | PEDIX vs VSBSX | |
| Integrity Short Term Government Fund | 96 | Jun 29, 2011 | PEDIX vs MDSIX |
Top Performing PEDIX Alternatives (YTD)
PEDIX alternatives from the Government Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 0.90% | Dec 2, 1985 | PEDIX vs FEUGX | |
| DFA Short-Term Government Portfolio | 0.87% | May 31, 1987 | PEDIX vs DFFGX | |
| T. Rowe Price GNMA Fund | 0.62% | Nov 25, 1985 | PEDIX vs PRGMX | |
| GMO U.S. Treasury Fund | 0.51% | Mar 16, 2009 | PEDIX vs GUSTX | |
| Thornburg Limited Term U.S. Government Fund | 0.37% | Nov 15, 1987 | PEDIX vs LTUSX |
Lowest Volatility Alternatives to PEDIX
PEDIX alternatives from the Government Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GMO U.S. Treasury Fund | 1.27% | Mar 16, 2009 | PEDIX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.42% | Aug 23, 2010 | PEDIX vs VSBIX | |
| DFA Short-Term Government Portfolio | 1.43% | May 31, 1987 | PEDIX vs DFFGX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.44% | Dec 28, 2009 | PEDIX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.56% | Dec 2, 1985 | PEDIX vs FEUGX |
Lowest Drawdown Alternatives to PEDIX
PEDIX alternatives from the Government Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | Mar 16, 2009 | PEDIX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | -0.53% | Dec 2, 1985 | PEDIX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | Nov 30, 1994 | PEDIX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | Aug 23, 2010 | PEDIX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | -0.84% | Dec 28, 2009 | PEDIX vs VSBSX |
Other Mutual Funds from PIMCO
Most popular PIMCO mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 81 | -1.36% | Mar 30, 2007 | PEDIX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PEDIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PEDIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PEDIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PEDIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PEDIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PEDIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PEDIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PEDIX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PEDIX vs PMJIX |
Often Compared With PEDIX
What investors most often compare with PEDIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 76 | -2.24% | Aug 23, 1984 | PEDIX vs FHYTX | |
| PIMCO Dynamic Income Fund | 38 | 0.17% | — | PEDIX vs PDI | ||
| Fidelity Short-Term Treasury Bond Index Fund | Government Bonds | 88 | -0.20% | Dec 20, 2005 | PEDIX vs FUMBX |
Compare PEDIX with Any Fund or Stock
Compare PEDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.