PIMCO Long Duration Total Return Fund (PLRIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PLRIX
PLRIX charges 0.50% annually. Among mutual funds in the Long-Term Bond category, these options have the lowest expense ratios among PLRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| SEI Institutional Investments Trust Long Duration ... | 0.14% | Apr 20, 2004 | PLRIX vs LDRAX | |
| SEI Institutional Investments Trust Long Duration ... | 0.14% | Jun 28, 2012 | PLRIX vs SLDAX | |
| T. Rowe Price Institutional Long Duration Credit F... | 0.45% | Jun 2, 2013 | PLRIX vs RPLCX | |
| PIMCO Long-Term Credit Bond Fund | 0.55% | Mar 30, 2009 | PLRIX vs PTCIX | |
| Delaware Extended Duration Bond Fund | 0.57% | Sep 14, 1998 | PLRIX vs DEEIX |
Best Risk-Adjusted Alternatives to PLRIX
Among mutual funds in the Long-Term Bond 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 | |
|---|---|---|---|---|
| Spirit of America Income Fund | 53 | Dec 30, 2008 | PLRIX vs SOAIX | |
| Sextant Bond Income Fund | 26 | Feb 28, 1993 | PLRIX vs SBIFX | |
| T. Rowe Price Institutional Long Duration Credit F... | 17 | Jun 2, 2013 | PLRIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | 17 | Jun 28, 2012 | PLRIX vs SLDAX | |
| PIMCO Long-Term Credit Bond Fund | 17 | Mar 30, 2009 | PLRIX vs PTCIX |
Top Performing PLRIX Alternatives (YTD)
PLRIX alternatives from the Long-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Spirit of America Income Fund | 0.17% | Dec 30, 2008 | PLRIX vs SOAIX | |
| Sextant Bond Income Fund | -0.81% | Feb 28, 1993 | PLRIX vs SBIFX | |
| SEI Institutional Investments Trust Long Duration ... | -1.41% | Apr 20, 2004 | PLRIX vs LDRAX | |
| SEI Institutional Investments Trust Long Duration ... | -1.77% | Jun 28, 2012 | PLRIX vs SLDAX | |
| Delaware Extended Duration Bond Fund | -1.82% | Sep 14, 1998 | PLRIX vs DEEIX |
Lowest Volatility Alternatives to PLRIX
PLRIX alternatives from the Long-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Spirit of America Income Fund | 4.51% | Dec 30, 2008 | PLRIX vs SOAIX | |
| Sextant Bond Income Fund | 5.68% | Feb 28, 1993 | PLRIX vs SBIFX | |
| SEI Institutional Investments Trust Long Duration ... | 8.68% | Jun 28, 2012 | PLRIX vs SLDAX | |
| Delaware Extended Duration Bond Fund | 8.76% | Sep 14, 1998 | PLRIX vs DEEIX | |
| T. Rowe Price Institutional Long Duration Credit F... | 8.79% | Jun 2, 2013 | PLRIX vs RPLCX |
Lowest Drawdown Alternatives to PLRIX
PLRIX alternatives from the Long-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Spirit of America Income Fund | -3.34% | Dec 30, 2008 | PLRIX vs SOAIX | |
| Sextant Bond Income Fund | -3.39% | Feb 28, 1993 | PLRIX vs SBIFX | |
| SEI Institutional Investments Trust Long Duration ... | -5.22% | Jun 28, 2012 | PLRIX vs SLDAX | |
| Delaware Extended Duration Bond Fund | -5.33% | Sep 14, 1998 | PLRIX vs DEEIX | |
| T. Rowe Price Institutional Long Duration Credit F... | -5.80% | Jun 2, 2013 | PLRIX vs RPLCX |
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 | PLRIX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PLRIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PLRIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PLRIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PLRIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PLRIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PLRIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PLRIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PLRIX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PLRIX vs PMJIX |
Often Compared With PLRIX
What investors most often compare with PLRIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Series Floating Rate High Income Fund | High Yield Bonds | 89 | -0.54% | Oct 20, 2011 | PLRIX vs FFHCX | |
| Dodge & Cox Income Fund | Total Bond Market | 67 | -0.19% | — | PLRIX vs DODIX | |
| Vanguard Total Bond Market ETF | Total Bond Market | 59 | 0.05% | Apr 3, 2007 | PLRIX vs BND |
Compare PLRIX with Any Fund or Stock
Compare PLRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.