PIMCO Total Return II Fund (PMBIX) Alternatives
PIMCO Total Return II Fund (PMBIX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PMBIX. 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 PMBIX
PMBIX charges 0.50% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among PMBIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | PMBIX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | PMBIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | PMBIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | PMBIX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | PMBIX vs WFBIX |
Best Risk-Adjusted Alternatives to PMBIX
Among mutual funds in the Intermediate Core 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 | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | PMBIX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | PMBIX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | PMBIX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | PMBIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | PMBIX vs DFXIX |
Top Performing PMBIX Alternatives (YTD)
PMBIX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | PMBIX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | PMBIX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | PMBIX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | PMBIX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | PMBIX vs TCPYX |
Lowest Volatility Alternatives to PMBIX
PMBIX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | PMBIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | PMBIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | PMBIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | PMBIX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | PMBIX vs JIBEX |
Lowest Drawdown Alternatives to PMBIX
PMBIX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | PMBIX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | PMBIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | PMBIX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | PMBIX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | PMBIX vs JIBEX |
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 | PMBIX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PMBIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PMBIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PMBIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PMBIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PMBIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PMBIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PMBIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PMBIX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PMBIX vs PMJIX |
Often Compared With PMBIX
What investors most often compare with PMBIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Intermediate Municipal Bond Active ETF | Municipal Bonds, Actively Managed | 69 | 0.11% | Nov 30, 2009 | PMBIX vs MUNI | |
| Fidelity Capital & Income Fund | High Yield Bonds | 91 | -0.85% | Nov 1, 1977 | PMBIX vs FAGIX | |
| Fidelity Municipal Bond Index Fund | Municipal Bonds | — | — | Jul 11, 2019 | PMBIX vs FMBIX | |
| Fidelity Intermediate Bond Fund | Total Bond Market | 80 | -0.49% | May 23, 1975 | PMBIX vs FTHRX | |
| Fidelity SAI Investment Grade Securitized Fund | Intermediate Core Bond | 68 | -0.05% | May 17, 2023 | PMBIX vs FSMOX | |
| Manning & Napier Credit Series | Intermediate Core Bond | 81 | -0.35% | Apr 15, 2020 | PMBIX vs MCDWX | |
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | PMBIX vs UMMGX |
Compare PMBIX with Any Fund or Stock
Compare PMBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.