PIMCO Income Fund Class I-2 (PONPX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PONPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PONPX
PONPX charges 0.72% annually. There are 73 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | PONPX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | PONPX vs FXNAX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Sep 1995 | PONPX vs VBTIX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | PONPX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Feb 2010 | PONPX vs VBMPX |
Best Risk-Adjusted Alternatives to PONPX
PONPX has a PortfoliosLab risk / return rank of 41. There are 29 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | PONPX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | 15.70B | Feb 2015 | PONPX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 99 | — | Mar 2011 | PONPX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | PONPX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | PONPX vs FJTDX |
Top Performing PONPX Alternatives (YTD)
PONPX is at 0.68% YTD. There are 21 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 3.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 3.40% | — | Oct 2018 | PONPX vs FIWDX | |
| Fidelity Strategic Income Fund | 3.37% | — | Oct 1994 | PONPX vs FADMX | |
| Fidelity Advisor Strategic Income Fund Class I | 3.36% | — | Jul 1995 | PONPX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 3.28% | — | Sep 1996 | PONPX vs FSTAX | |
| Fidelity Advisor Strategic Income Fund Class M | 3.28% | — | Oct 1994 | PONPX vs FSIAX |
Lowest Volatility Alternatives to PONPX
PONPX has 4.18% 1-year volatility. There are 84 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.61% | — | Feb 2015 | PONPX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | PONPX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.78% | 15.70B | Feb 2015 | PONPX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.18% | — | Mar 2011 | PONPX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.27% | — | May 2018 | PONPX vs FJTDX |
Lowest Drawdown Alternatives to PONPX
PONPX has a 1-year max drawdown of -3.69%. There are 90 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | PONPX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | PONPX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | PONPX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | PONPX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | PONPX vs VUBFX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 42 | 0.72% | — | Mar 2007 | PONPX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -3.45% | — | Dec 2002 | PONPX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 38 | 0.55% | — | Apr 2007 | PONPX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 26 | 0.30% | — | May 1987 | PONPX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 6 | -2.70% | — | Dec 2001 | PONPX vs PCN | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 39 | 8.53% | — | Aug 2007 | PONPX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 7 | -3.70% | — | Oct 2004 | PONPX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 10 | 0.43% | — | Dec 1992 | PONPX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 40 | 13.28% | — | Oct 2003 | PONPX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 28 | 15.90% | — | Jun 2002 | PONPX vs PCRIX |
Often Compared With PONPX
Investors most often compare PONPX with PYLD, BOND, JMSIX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare PONPX with Any Fund or Stock
Compare PONPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PONPX with funds that move differently
PIMCO Income Fund Class I-2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PONPX.
Explore PONPX Diversifiers