PIMCO Corporate & Income Opportunity Fund (PTY) Alternatives
PIMCO Corporate & Income Opportunity Fund (PTY) belongs to the Corporate Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PTY. 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 PTY
PTY charges 1.19% annually. Among mutual funds in the Corporate Bonds category, these options have the lowest expense ratios among PTY alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 0.05% | Nov 19, 2009 | PTY vs VSTBX | |
| Vanguard Long-Term Corporate Bond Index Fund Insti... | 0.05% | Nov 19, 2009 | PTY vs VLCIX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.05% | Nov 19, 2009 | PTY vs VICBX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.07% | Mar 2, 2010 | PTY vs VICSX | |
| Vanguard Long-Term Corporate Bond Index Fund Admir... | 0.07% | Jan 19, 2010 | PTY vs VLTCX |
Best Risk-Adjusted Alternatives to PTY
Among mutual funds in the Corporate Bonds 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 | |
|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 96 | Nov 19, 2009 | PTY vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 96 | Nov 18, 2010 | PTY vs VSCSX | |
| T. Rowe Price Corporate Income Fund | 88 | Oct 31, 1995 | PTY vs PRPIX | |
| LKCM Fixed Income Fund | 84 | Dec 30, 1997 | PTY vs LKFIX | |
| Federated Hermes Intermediate Corporate Bond Fund | 84 | Dec 20, 1993 | PTY vs FIIFX |
Top Performing PTY Alternatives (YTD)
PTY alternatives from the Corporate Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | -0.08% | Nov 19, 2009 | PTY vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | -0.08% | Nov 18, 2010 | PTY vs VSCSX | |
| Brandes Separately Managed Account Reserve Trust | -0.30% | Oct 3, 2005 | PTY vs SMARX | |
| LKCM Fixed Income Fund | -0.38% | Dec 30, 1997 | PTY vs LKFIX | |
| Miller Intermediate Bond Fund | -0.64% | Dec 31, 2014 | PTY vs MIFIX |
Lowest Volatility Alternatives to PTY
PTY alternatives from the Corporate Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 1.98% | Nov 19, 2009 | PTY vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 1.98% | Nov 18, 2010 | PTY vs VSCSX | |
| LKCM Fixed Income Fund | 2.82% | Dec 30, 1997 | PTY vs LKFIX | |
| iMGP Dolan McEniry Corporate Bond Fund | 3.09% | Sep 28, 2018 | PTY vs IDMIX | |
| Miller Intermediate Bond Fund | 3.22% | Dec 31, 2014 | PTY vs MIFIX |
Lowest Drawdown Alternatives to PTY
PTY alternatives from the Corporate Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | -1.31% | Nov 19, 2009 | PTY vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | -1.36% | Nov 18, 2010 | PTY vs VSCSX | |
| LKCM Fixed Income Fund | -1.76% | Dec 30, 1997 | PTY vs LKFIX | |
| Federated Hermes Intermediate Corporate Bond Fund | -2.28% | Dec 20, 1993 | PTY vs FIIFX | |
| iMGP Dolan McEniry Corporate Bond Fund | -2.38% | Sep 28, 2018 | PTY vs IDMIX |
Other Mutual Funds from FPA
Most popular FPA mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| FPA Crescent Fund | Diversified Portfolio | 72 | -3.27% | Jun 1, 1993 | PTY vs FPACX | |
| FPA New Income Fund | Short-Term Bond | 89 | -0.16% | Jul 11, 1984 | PTY vs FPNIX | |
| FPA Flexible Fixed Income Fund | Nontraditional Bonds | 88 | -0.23% | Dec 30, 2018 | PTY vs FPFIX | |
| FPA Queens Road Value Fund | Large Cap Value Equities | 10 | -4.83% | Jun 13, 2002 | PTY vs QRVLX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | Small Cap Value Equities | 62 | 3.75% | Jun 13, 2002 | PTY vs QRSVX |
Often Compared With PTY
What investors most often compare with PTY, based on PortfoliosLab usage data.
Compare PTY with Any Fund or Stock
Compare PTY with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.