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 83 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 | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | — | Jul 2016 | RFXIX vs BWDTX | |
| JPMorgan Income Fund | 0.40% | — | Jun 2014 | RFXIX vs JMSIX | |
| 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 | |
| Intrepid Income Fund | 97 | — | Jul 2007 | RFXIX vs ICMUX | |
| CrossingBridge Low Duration High Yield Fund | 97 | — | Jan 2018 | RFXIX vs CBLDX |
Top Performing RFXIX Alternatives (YTD)
RFXIX is at 2.03% YTD. There are 14 mutual funds in the Multisector Bonds category with higher YTD returns, going as high as 4.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| abrdn Income Credit Strategies Fund | 4.57% | — | Jan 2011 | RFXIX vs ACP | |
| Western Asset Diversified Income Fund | 4.16% | — | Jun 2021 | RFXIX vs WDI | |
| Saba Capital Income & Opportunities Fund | 3.52% | — | Dec 1987 | RFXIX vs BRW | |
| BrandywineGLOBAL - Flexible Bond Fund | 3.40% | — | May 2016 | RFXIX vs LFLIX | |
| Intrepid Income Fund | 2.85% | — | Jul 2007 | RFXIX vs ICMUX |
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 1.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 1.18% | — | Nov 2015 | RFXIX vs NWXHX | |
| Nationwide Strategic Income A | 1.22% | — | Nov 2015 | RFXIX vs NWXEX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 1.30% | — | Jul 2016 | RFXIX vs BWDTX | |
| CrossingBridge Low Duration High Yield Fund | 1.41% | — | Jan 2018 | RFXIX vs CBLDX | |
| Muzinich Low Duration Fund | 1.57% | — | 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 | |
| Axonic Strategic Income Fund | -1.22% | — | Dec 2019 | RFXIX vs AXSIX |
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 | 80 | 12.42% | — | Sep 2016 | RFXIX vs RDMIX | |
| Rational Tactical Return Fund | Options Trading | 69 | 6.54% | — | Apr 2007 | RFXIX vs HRSTX | |
| Rational/Pier 88 Convertible Securities Fund | Convertible Bonds | 50 | 10.58% | — | Dec 2019 | RFXIX vs PBXIX | |
| Rational Equity Armor Fund | Large Cap Value Equities | 38 | 7.92% | — | Feb 2001 | RFXIX vs HDCTX |
Often Compared With RFXIX
Investors most often compare RFXIX with BIBL, AGG, 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