PIMCO Long-Term Credit Bond Fund (PTCIX) 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 PTCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PTCIX
PTCIX charges 0.55% annually. There are 4 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% | — | Apr 2004 | PTCIX vs LDRAX | |
| SEI Institutional Investments Trust Long Duration ... | 0.14% | — | Jun 2012 | PTCIX vs SLDAX | |
| T. Rowe Price Institutional Long Duration Credit F... | 0.45% | — | Jun 2013 | PTCIX vs RPLCX | |
| PIMCO Long Duration Total Return Fund | 0.50% | — | Aug 2006 | PTCIX vs PLRIX | |
| Delaware Extended Duration Bond Fund | 0.57% | — | Sep 1998 | PTCIX vs DEEIX |
Best Risk-Adjusted Alternatives to PTCIX
PTCIX has a PortfoliosLab risk / return rank of 16. There are 2 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 | PTCIX vs SOAIX | |
| T. Rowe Price Institutional Long Duration Credit F... | 18 | — | Jun 2013 | PTCIX vs RPLCX | |
| Delaware Extended Duration Bond Fund | 16 | — | Sep 1998 | PTCIX vs DEEIX | |
| SEI Institutional Investments Trust Long Duration ... | 14 | — | Jun 2012 | PTCIX vs SLDAX | |
| PIMCO Long Duration Total Return Fund | 12 | — | Aug 2006 | PTCIX vs PLRIX |
Top Performing PTCIX Alternatives (YTD)
PTCIX is at 1.07% YTD. There are 2 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 | PTCIX vs DEEIX | |
| Spirit of America Income Fund | 1.19% | — | Dec 2008 | PTCIX vs SOAIX | |
| T. Rowe Price Institutional Long Duration Credit F... | 0.91% | — | Jun 2013 | PTCIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | 0.71% | — | Jun 2012 | PTCIX vs SLDAX | |
| SEI Institutional Investments Trust Long Duration ... | 0.60% | — | Apr 2004 | PTCIX vs LDRAX |
Lowest Volatility Alternatives to PTCIX
PTCIX has 8.17% 1-year volatility. There are 5 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 | PTCIX vs SOAIX | |
| Delaware Extended Duration Bond Fund | 7.66% | — | Sep 1998 | PTCIX vs DEEIX | |
| SEI Institutional Investments Trust Long Duration ... | 7.66% | — | Jun 2012 | PTCIX vs SLDAX | |
| T. Rowe Price Institutional Long Duration Credit F... | 7.82% | — | Jun 2013 | PTCIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | 8.06% | — | Apr 2004 | PTCIX vs LDRAX |
Lowest Drawdown Alternatives to PTCIX
PTCIX has a 1-year max drawdown of -5.95%. There are 5 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 | PTCIX vs SOAIX | |
| Delaware Extended Duration Bond Fund | -5.14% | — | Sep 1998 | PTCIX vs DEEIX | |
| T. Rowe Price Institutional Long Duration Credit F... | -5.19% | — | Jun 2013 | PTCIX vs RPLCX | |
| SEI Institutional Investments Trust Long Duration ... | -5.19% | — | Jun 2012 | PTCIX vs SLDAX | |
| SEI Institutional Investments Trust Long Duration ... | -5.34% | — | Apr 2004 | PTCIX 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 | PTCIX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PTCIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PTCIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PTCIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PTCIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PTCIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PTCIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PTCIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PTCIX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PTCIX vs PCRIX |
Often Compared With PTCIX
Investors most often compare PTCIX with IGLB, FHYTX, DODLX. These 14 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare PTCIX with Any Fund or Stock
Compare PTCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PTCIX with funds that move differently
PIMCO Long-Term Credit Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PTCIX.
Explore PTCIX Diversifiers