PIMCO RealPath Blend 2040 Fund (PVPNX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PVPNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PVPNX
PVPNX charges 0.06% annually. There are 59 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | PVPNX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PVPNX vs PMTIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PVPNX vs LTFIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PVPNX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PVPNX vs PPLIX |
Best Risk-Adjusted Alternatives to PVPNX
PVPNX has a PortfoliosLab risk / return rank of 71. There are 94 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | PVPNX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | PVPNX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | PVPNX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | PVPNX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PVPNX vs FRAMX |
Top Performing PVPNX Alternatives (YTD)
PVPNX is at 9.89% YTD. There are 298 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | PVPNX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PVPNX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | PVPNX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | PVPNX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | PVPNX vs FWLSX |
Lowest Volatility Alternatives to PVPNX
PVPNX has 10.24% 1-year volatility. There are 314 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | PVPNX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PVPNX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PVPNX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | PVPNX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | PVPNX vs FIKFX |
Lowest Drawdown Alternatives to PVPNX
PVPNX has a 1-year max drawdown of -7.64%. There are 334 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | PVPNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PVPNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PVPNX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PVPNX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | PVPNX vs FRHMX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 50 | 1.07% | — | Mar 2007 | PVPNX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -1.00% | — | Dec 2002 | PVPNX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 44 | 0.87% | — | Apr 2007 | PVPNX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 28 | 0.35% | — | May 1987 | PVPNX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 7 | -2.18% | — | Dec 2001 | PVPNX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 48 | 1.02% | — | Apr 2008 | PVPNX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 34 | 8.53% | — | Aug 2007 | PVPNX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 12 | 1.01% | — | Oct 2004 | PVPNX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | 0.24% | — | Dec 1992 | PVPNX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 41 | 12.84% | — | Oct 2003 | PVPNX vs PISIX |
Often Compared With PVPNX
Investors most often compare PVPNX with FXAIX, VFORX, PDAHX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PVPNX with Any Fund or Stock
Compare PVPNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PVPNX with funds that move differently
PIMCO RealPath Blend 2040 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PVPNX.
Explore PVPNX Diversifiers