RFBAX Alternatives & Similar Mutual Funds

Davis Government Bond Fund (RFBAX) belongs to the Government Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RFBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RFBAX

RFBAX charges 1.00% annually. There are 89 mutual funds in the Government Bonds category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GUSTX	GMO U.S. Treasury Fund	0.01%	—	Mar 2009	RFBAX vs GUSTX
FUAMX	Fidelity Intermediate Treasury Bond Index Fund	0.03%	—	—	RFBAX vs FUAMX
FBLTX	Fidelity SAI Long-Term Treasury Bond Index Fund	0.03%	—	Oct 2015	RFBAX vs FBLTX
FUTBX	Fidelity SAI U.S. Treasury Bond Index Fund	0.03%	—	Mar 2016	RFBAX vs FUTBX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	RFBAX vs FUMBX

Best Risk-Adjusted Alternatives to RFBAX

RFBAX has a PortfoliosLab risk / return rank of 71. There are 7 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
FEUGX	Federated Hermes Adjustable Rate Fund	99	—	Dec 1985	RFBAX vs FEUGX
GUSTX	GMO U.S. Treasury Fund	99	—	Mar 2009	RFBAX vs GUSTX
MDSIX	Integrity Short Term Government Fund	87	—	Jun 2011	RFBAX vs MDSIX
VSBIX	Vanguard Short-Term Treasury Index Fund Institutio...	84	—	Aug 2010	RFBAX vs VSBIX
VSBSX	Vanguard Short-Term Treasury Index Fund Admiral Sh...	82	33.90B	Dec 2009	RFBAX vs VSBSX

Top Performing RFBAX Alternatives (YTD)

RFBAX is at 0.88% YTD. There are 7 mutual funds in the Government Bonds category with higher YTD returns, going as high as 2.03%.

Symbol	Name	YTD Return	AUM	Inception
VGIVX	Vanguard Emerging Markets Government Bond Index Fu...	2.03%	6.60B	Feb 2015	RFBAX vs VGIVX
VGAVX	Vanguard Emerging Markets Government Bond Index Fu...	1.96%	6.60B	May 2013	RFBAX vs VGAVX
MDSIX	Integrity Short Term Government Fund	1.88%	—	Jun 2011	RFBAX vs MDSIX
FEUGX	Federated Hermes Adjustable Rate Fund	1.82%	—	Dec 1985	RFBAX vs FEUGX
DFFGX	DFA Short-Term Government Portfolio	1.38%	—	May 1987	RFBAX vs DFFGX

Lowest Volatility Alternatives to RFBAX

RFBAX has 1.88% 1-year volatility. There are 10 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 1.24%.

Symbol	Name	Volatility 1Y	AUM	Inception
GUSTX	GMO U.S. Treasury Fund	1.24%	—	Mar 2009	RFBAX vs GUSTX
DFFGX	DFA Short-Term Government Portfolio	1.26%	—	May 1987	RFBAX vs DFFGX
VSBSX	Vanguard Short-Term Treasury Index Fund Admiral Sh...	1.31%	33.90B	Dec 2009	RFBAX vs VSBSX
VSBIX	Vanguard Short-Term Treasury Index Fund Institutio...	1.31%	—	Aug 2010	RFBAX vs VSBIX
FEUGX	Federated Hermes Adjustable Rate Fund	1.41%	—	Dec 1985	RFBAX vs FEUGX

Lowest Drawdown Alternatives to RFBAX

RFBAX has a 1-year max drawdown of -0.77%. There are 2 mutual funds in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GUSTX	GMO U.S. Treasury Fund	-0.20%	—	Mar 2009	RFBAX vs GUSTX
FEUGX	Federated Hermes Adjustable Rate Fund	-0.32%	—	Dec 1985	RFBAX vs FEUGX
VSBIX	Vanguard Short-Term Treasury Index Fund Institutio...	-0.81%	—	Aug 2010	RFBAX vs VSBIX
VSBSX	Vanguard Short-Term Treasury Index Fund Admiral Sh...	-0.84%	33.90B	Dec 2009	RFBAX vs VSBSX
TWUSX	American Century Short-Term Government Fund	-0.98%	185.08M	Dec 1982	RFBAX vs TWUSX

Other Mutual Funds from Davis Funds

The 6 most viewed Davis Funds mutual funds shown here include NYVTX, RPFCX, DILAX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NYVTX	Davis New York Venture Fund	Large Cap Blend Equities	79	10.24%	—	Feb 1969	RFBAX vs NYVTX
RPFCX	Davis Appreciation & Income Fund	Diversified Portfolio	85	9.77%	—	Apr 1992	RFBAX vs RPFCX
DILAX	Davis International Fund	Foreign Large Cap Equities	16	1.19%	—	Dec 2006	RFBAX vs DILAX
DGFAX	Davis Global Fund	Global Equities	22	-1.11%	—	Dec 2004	RFBAX vs DGFAX
RPEAX	Davis Opportunity Fund	Large Cap Blend Equities	52	10.34%	—	Dec 1994	RFBAX vs RPEAX
RPFRX	Davis Real Estate Fund	REIT	6	10.84%	—	Jan 1994	RFBAX vs RPFRX

Often Compared With RFBAX

Investors most often compare RFBAX with LTUSX, HLGAX, OGVCX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LTUSX	Thornburg Limited Term U.S. Government Fund	Government Bonds	24	0.23%	—	Nov 1987	RFBAX vs LTUSX
HLGAX	JPMorgan Government Bond Fund	Government Bonds	13	-0.28%	—	Feb 1993	RFBAX vs HLGAX
OGVCX	JPMorgan Government Bond Fund Class C	Government Bonds	10	-0.62%	—	—	RFBAX vs OGVCX
PRGMX	T. Rowe Price GNMA Fund	Government Bonds	39	0.69%	—	Nov 1985	RFBAX vs PRGMX
FTLTX	Fidelity Series Long-Term Treasury Bond Index Fund	Government Bonds	7	0.13%	—	Jul 2016	RFBAX vs FTLTX
CMPGX	Principal Government & High Quality Bond Fund	Government Bonds	19	-0.03%	—	May 1984	RFBAX vs CMPGX
VUSTX	Vanguard Long-Term Treasury Fund Investor Shares	Government Bonds	7	-0.05%	2.80B	May 1986	RFBAX vs VUSTX
PYGNX	Payden GNMA Fund	Government Bonds	23	0.60%	—	Aug 1999	RFBAX vs PYGNX
PMTGX	PIA MBS Bond Fund	Government Bonds	19	0.06%	—	Feb 2006	RFBAX vs PMTGX
FKUSX	Franklin U.S. Government Securities Fund	Government Bonds	19	0.37%	—	May 1970	RFBAX vs FKUSX
FNBGX	Fidelity Long-Term Treasury Bond Index Fund	Government Bonds	6	0.13%	—	Dec 2005	RFBAX vs FNBGX
FIGTX	Federated Hermes Short-Intermediate Government Fun...	Government Bonds	13	-0.61%	—	Feb 1983	RFBAX vs FIGTX
VUSUX	Vanguard Long-Term Treasury Fund Admiral Shares	Government Bonds	7	-0.01%	2.80B	Feb 2001	RFBAX vs VUSUX
FVIAX	Fidelity Advisor Government Income Fund Class A	Government Bonds	13	-0.03%	—	Oct 2006	RFBAX vs FVIAX
FSTGX	Fidelity Intermediate Government Income Fund	Government Bonds	17	-0.26%	—	May 1988	RFBAX vs FSTGX
PDMIX	PIMCO GNMA and Government Securities Fund	Government Bonds	26	0.80%	—	Jul 1997	RFBAX vs PDMIX
FGOVX	Fidelity Government Income Fund	Government Bonds	15	0.00%	—	Apr 1979	RFBAX vs FGOVX
VLGIX	Vanguard Long-Term Treasury Index Fund Institution...	Government Bonds	7	0.12%	—	Jul 2010	RFBAX vs VLGIX
VFFIX	Victory INCORE Fund for Income Class I	Government Bonds	62	0.36%	—	—	RFBAX vs VFFIX
CAUSX	Shelton Capital Management U.S. Government Securit...	Government Bonds	7	-0.38%	—	Dec 1985	RFBAX vs CAUSX

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Diversifiers

Pair RFBAX with funds that move differently

Davis Government Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RFBAX.

Explore RFBAX Diversifiers

Davis Government Bond Fund (RFBAX) Alternatives