PIMCO Long Duration Total Return Fund (PLRIX) belongs to the Long-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PLRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLRIX
PLRIX charges 0.50% annually. There are 3 mutual funds in the Long-Term Bond category with lower expense ratios, going as low as 0.14%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust Long Duration ... | 0.14% | — | Jun 2012 | PLRIX vs SLDAX | |
| SEI Institutional Investments Trust Long Duration ... | 0.14% | — | Apr 2004 | PLRIX vs LDRAX | |
| T. Rowe Price Institutional Long Duration Credit F... | 0.45% | — | Jun 2013 | PLRIX vs RPLCX | |
| PIMCO Long-Term Credit Bond Fund | 0.55% | — | Mar 2009 | PLRIX vs PTCIX | |
| Delaware Extended Duration Bond Fund | 0.57% | — | Sep 1998 | PLRIX vs DEEIX |
Best Risk-Adjusted Alternatives to PLRIX
PLRIX has a PortfoliosLab risk / return rank of 12. There are 5 mutual funds in the Long-Term Bond category with higher risk-adjusted ranks, going as high as 35.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Spirit of America Income Fund | 35 | — | Dec 2008 | PLRIX vs SOAIX | |
| T. Rowe Price Institutional Long Duration Credit F... | 18 | — | Jun 2013 | PLRIX vs RPLCX | |
| PIMCO Long-Term Credit Bond Fund | 16 | — | Mar 2009 | PLRIX vs PTCIX | |
| Delaware Extended Duration Bond Fund | 16 | — | Sep 1998 | PLRIX vs DEEIX | |
| SEI Institutional Investments Trust Long Duration ... | 14 | — | Jun 2012 | PLRIX vs SLDAX |
Top Performing PLRIX Alternatives (YTD)
PLRIX is at 0.34% YTD. There are 6 mutual funds in the Long-Term Bond category with higher YTD returns, going as high as 1.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Extended Duration Bond Fund | 1.29% | — | Sep 1998 | PLRIX vs DEEIX | |
| Spirit of America Income Fund | 1.19% | — | Dec 2008 | PLRIX vs SOAIX | |
| PIMCO Long-Term Credit Bond Fund | 1.07% | — | Mar 2009 | PLRIX vs PTCIX | |
| T. Rowe Price Institutional Long Duration Credit F... | 0.91% | — | Jun 2013 | PLRIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | 0.71% | — | Jun 2012 | PLRIX vs SLDAX |
Lowest Volatility Alternatives to PLRIX
PLRIX has 8.66% 1-year volatility. There are 6 mutual funds in the Long-Term Bond category with lower 1-year volatility, going as low as 3.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Spirit of America Income Fund | 3.90% | — | Dec 2008 | PLRIX vs SOAIX | |
| SEI Institutional Investments Trust Long Duration ... | 7.66% | — | Jun 2012 | PLRIX vs SLDAX | |
| Delaware Extended Duration Bond Fund | 7.66% | — | Sep 1998 | PLRIX vs DEEIX | |
| T. Rowe Price Institutional Long Duration Credit F... | 7.82% | — | Jun 2013 | PLRIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | 8.06% | — | Apr 2004 | PLRIX vs LDRAX |
Lowest Drawdown Alternatives to PLRIX
PLRIX has a 1-year max drawdown of -6.99%. There are 6 mutual funds in the Long-Term Bond category with shallower 1-year drawdowns, going as shallow as -3.16%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Spirit of America Income Fund | -3.16% | — | Dec 2008 | PLRIX vs SOAIX | |
| Delaware Extended Duration Bond Fund | -5.14% | — | Sep 1998 | PLRIX vs DEEIX | |
| SEI Institutional Investments Trust Long Duration ... | -5.19% | — | Jun 2012 | PLRIX vs SLDAX | |
| T. Rowe Price Institutional Long Duration Credit F... | -5.19% | — | Jun 2013 | PLRIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | -5.34% | — | Apr 2004 | PLRIX vs LDRAX |
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 | PLRIX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PLRIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PLRIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PLRIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PLRIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PLRIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PLRIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PLRIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PLRIX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PLRIX vs PCRIX |
Often Compared With PLRIX
Investors most often compare PLRIX with FFHCX, DODIX, BND. These 5 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Series Floating Rate High Income Fund | High Yield Bonds | 93 | 2.22% | — | Oct 2011 | PLRIX vs FFHCX | |
| Dodge & Cox Income Fund | Total Bond Market | 29 | 0.51% | — | — | PLRIX vs DODIX | |
| Vanguard Total Bond Market ETF | Total Bond Market | 37 | 0.27% | 389.80B | Apr 2007 | PLRIX vs BND | |
| Sextant Bond Income Fund | Long-Term Bond | — | — | — | Feb 1993 | PLRIX vs SBIFX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 67 | 19.26% | — | Jun 2015 | PLRIX vs PMJIX |
Compare PLRIX with Any Fund or Stock
Compare PLRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLRIX with funds that move differently
PIMCO Long Duration Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLRIX.
Explore PLRIX Diversifiers