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 a closer substitute for your current allocation.
Cheapest Alternatives to PEDIX
PEDIX charges 0.50% annually. There are 51 mutual funds in the Government Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | — | Mar 2009 | PEDIX vs GUSTX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | — | PEDIX vs FUAMX | |
| Fidelity Long-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | PEDIX vs FNBGX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | PEDIX vs FUMBX | |
| Fidelity SAI U.S. Treasury Bond Index Fund | 0.03% | — | Mar 2016 | PEDIX vs FUTBX |
Best Risk-Adjusted Alternatives to PEDIX
PEDIX has a PortfoliosLab risk / return rank of 6. There are 94 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 99 | — | Dec 1985 | PEDIX vs FEUGX | |
| GMO U.S. Treasury Fund | 99 | — | Mar 2009 | PEDIX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 88 | — | Aug 2010 | PEDIX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 86 | 33.50B | Dec 2009 | PEDIX vs VSBSX | |
| Integrity Short Term Government Fund | 84 | — | Jun 2011 | PEDIX vs MDSIX |
Top Performing PEDIX Alternatives (YTD)
PEDIX is at 0.05% YTD. There are 60 mutual funds in the Government Bonds category with higher YTD returns, going as high as 1.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 1.82% | — | Dec 1985 | PEDIX vs FEUGX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.70% | 6.50B | Feb 2015 | PEDIX vs VGIVX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.65% | 6.50B | May 2013 | PEDIX vs VGAVX | |
| Integrity Short Term Government Fund | 1.65% | — | Jun 2011 | PEDIX vs MDSIX | |
| GMO U.S. Treasury Fund | 1.46% | — | Mar 2009 | PEDIX vs GUSTX |
Lowest Volatility Alternatives to PEDIX
PEDIX has 15.39% 1-year volatility. There are 96 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 1.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Government Portfolio | 1.21% | — | May 1987 | PEDIX vs DFFGX | |
| GMO U.S. Treasury Fund | 1.22% | — | Mar 2009 | PEDIX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.27% | — | Aug 2010 | PEDIX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.28% | 33.50B | Dec 2009 | PEDIX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.41% | — | Dec 1985 | PEDIX vs FEUGX |
Lowest Drawdown Alternatives to PEDIX
PEDIX has a 1-year max drawdown of -12.59%. There are 96 mutual funds in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | — | Mar 2009 | PEDIX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | -0.32% | — | Dec 1985 | PEDIX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | — | Nov 1994 | PEDIX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | — | Aug 2010 | PEDIX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | -0.84% | 33.50B | Dec 2009 | PEDIX vs VSBSX |
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 | 1.00% | — | Mar 2007 | PEDIX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PEDIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PEDIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PEDIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PEDIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PEDIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PEDIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PEDIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PEDIX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PEDIX vs PCRIX |
Often Compared With PEDIX
Investors most often compare PEDIX with FHYTX, LTUSX, PRGMX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PEDIX with Any Fund or Stock
Compare PEDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PEDIX with funds that move differently
PIMCO Extended Duration Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PEDIX.
Explore PEDIX Diversifiers