Rational Special Situations Income Fund (RFXIX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RFXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RFXIX
RFXIX charges 1.76% annually. There are 82 mutual funds in the Multisector Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | — | Aug 2014 | RFXIX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | — | Oct 2021 | RFXIX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | RFXIX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | RFXIX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | — | Aug 2013 | RFXIX vs MOFIX |
Best Risk-Adjusted Alternatives to RFXIX
RFXIX has a PortfoliosLab risk / return rank of 98. There are 3 mutual funds in the Multisector Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | — | Nov 2015 | RFXIX vs NWXHX | |
| Nationwide Strategic Income A | 99 | — | Nov 2015 | RFXIX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 98 | — | Jul 2016 | RFXIX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | RFXIX vs CBLDX | |
| Intrepid Income Fund | 97 | — | Jul 2007 | RFXIX vs ICMUX |
Top Performing RFXIX Alternatives (YTD)
RFXIX is at 1.90% YTD. There are 12 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 3.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 3.36% | — | Jan 2011 | RFXIX vs ACP | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.03% | — | May 2016 | RFXIX vs LFLIX | |
| Nationwide Amundi Strategic Income Fund | 2.37% | — | Nov 2015 | RFXIX vs NWXHX | |
| Eaton Vance Strategic Income Fund Class I | 2.33% | — | Apr 2009 | RFXIX vs ESIIX | |
| Nationwide Strategic Income A | 2.22% | — | Nov 2015 | RFXIX vs NWXEX |
Lowest Volatility Alternatives to RFXIX
RFXIX has 1.40% 1-year volatility. There are 3 mutual funds in the Multisector Bonds category with lower 1-year volatility, going as low as 1.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.19% | — | Nov 2015 | RFXIX vs NWXHX | |
| Nationwide Strategic Income A | 1.22% | — | Nov 2015 | RFXIX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.31% | — | Jul 2016 | RFXIX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.40% | — | Jan 2018 | RFXIX vs CBLDX | |
| Muzinich Low Duration Fund | 1.56% | — | Jun 2016 | RFXIX vs MZLSX |
Lowest Drawdown Alternatives to RFXIX
RFXIX has a 1-year max drawdown of -0.72%. There are 2 mutual funds in the Multisector Bonds category with shallower 1-year drawdowns, going as shallow as -0.41%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | -0.41% | — | Nov 2015 | RFXIX vs NWXHX | |
| Nationwide Strategic Income A | -0.43% | — | Nov 2015 | RFXIX vs NWXEX | |
| CrossingBridge Low Duration High Yield Fund | -0.73% | — | Jan 2018 | RFXIX vs CBLDX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.00% | — | Jul 2016 | RFXIX vs BWDTX | |
| CrossingBridge Responsible Credit Fund | -1.05% | — | Jun 2021 | RFXIX vs CBRDX |
Other Mutual Funds from Rational Funds
The 4 most viewed Rational Funds mutual funds shown here include RDMIX, HRSTX, PBXIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Rational/ReSolve Adaptive Asset Allocation Fund | Macro Trading | 69 | 12.99% | — | Sep 2016 | RFXIX vs RDMIX | |
| Rational Tactical Return Fund | Options Trading | 52 | 5.25% | — | Apr 2007 | RFXIX vs HRSTX | |
| Rational/Pier 88 Convertible Securities Fund | Convertible Bonds | 52 | 9.88% | — | Dec 2019 | RFXIX vs PBXIX | |
| Rational Equity Armor Fund | Large Cap Value Equities | 56 | 9.50% | — | Feb 2001 | RFXIX vs HDCTX |
Often Compared With RFXIX
Investors most often compare RFXIX with AGG, BIBL, FTEC. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare RFXIX with Any Fund or Stock
Compare RFXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RFXIX with funds that move differently
Rational Special Situations Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RFXIX.
Explore RFXIX Diversifiers