Brandes Separately Managed Account Reserve Trust (SMARX) Alternatives

Brandes Separately Managed Account Reserve Trust (SMARX) 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 SMARX. 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 SMARX

SMARX charges 0.00% annually. Among mutual funds in the Corporate Bonds category, these options have the lowest expense ratios among SMARX alternatives.

Symbol	Name	Expense Ratio	Inception
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.05%	Nov 19, 2009	SMARX vs VSTBX
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	0.05%	Nov 19, 2009	SMARX vs VLCIX
VICBX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.05%	Nov 19, 2009	SMARX vs VICBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.07%	Nov 18, 2010	SMARX vs VSCSX
VICSX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.07%	Mar 2, 2010	SMARX vs VICSX

Best Risk-Adjusted Alternatives to SMARX

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
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	96	Nov 19, 2009	SMARX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	96	Nov 18, 2010	SMARX vs VSCSX
PRPIX	T. Rowe Price Corporate Income Fund	86	Oct 31, 1995	SMARX vs PRPIX
LKFIX	LKCM Fixed Income Fund	83	Dec 30, 1997	SMARX vs LKFIX
MIFIX	Miller Intermediate Bond Fund	82	Dec 31, 2014	SMARX vs MIFIX

Top Performing SMARX Alternatives (YTD)

SMARX alternatives from the Corporate Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.10%	Nov 18, 2010	SMARX vs VSCSX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.10%	Nov 19, 2009	SMARX vs VSTBX
MIFIX	Miller Intermediate Bond Fund	-0.16%	Dec 31, 2014	SMARX vs MIFIX
LKFIX	LKCM Fixed Income Fund	-0.19%	Dec 30, 1997	SMARX vs LKFIX
VICBX	Vanguard Intermediate-Term Corporate Bond Index Fu...	-0.51%	Nov 19, 2009	SMARX vs VICBX

Lowest Volatility Alternatives to SMARX

SMARX alternatives from the Corporate Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	1.98%	Nov 19, 2009	SMARX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	1.99%	Nov 18, 2010	SMARX vs VSCSX
LKFIX	LKCM Fixed Income Fund	2.82%	Dec 30, 1997	SMARX vs LKFIX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	3.10%	Sep 28, 2018	SMARX vs IDMIX
MIFIX	Miller Intermediate Bond Fund	3.25%	Dec 31, 2014	SMARX vs MIFIX

Lowest Drawdown Alternatives to SMARX

SMARX alternatives from the Corporate Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	-1.31%	Nov 19, 2009	SMARX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	-1.36%	Nov 18, 2010	SMARX vs VSCSX
LKFIX	LKCM Fixed Income Fund	-1.76%	Dec 30, 1997	SMARX vs LKFIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	-2.28%	Dec 20, 1993	SMARX vs FIIFX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	-2.38%	Sep 28, 2018	SMARX vs IDMIX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	65	-6.04%	Jan 18, 2000	SMARX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	8	-9.18%	Feb 4, 2004	SMARX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	75	-2.15%	Sep 6, 1994	SMARX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	59	-4.05%	Sep 6, 1994	SMARX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	58	-4.63%	Jul 30, 1993	SMARX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	19	-4.58%	Sep 28, 2021	SMARX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	74	-1.33%	May 30, 2011	SMARX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	79	-0.70%	Dec 30, 1991	SMARX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	9	6.72%	Jul 30, 2010	SMARX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	29	-5.83%	Aug 30, 2005	SMARX vs BDJ

Often Compared With SMARX

What investors most often compare with SMARX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
GSGDX	Goldman Sachs Investment Grade Credit Fund	Corporate Bonds	38	-1.18%	Nov 3, 2003	SMARX vs GSGDX
CBFSX	JPMorgan Corporate Bond Fund	Corporate Bonds	39	-0.91%	Mar 1, 2013	SMARX vs CBFSX
FCSPX	Federated Hermes Corporate Bond Strategy Port	Corporate Bonds	48	-1.06%	Jun 20, 2006	SMARX vs FCSPX
ISHIX	Federated Hermes Corporate Bond Fund	Corporate Bonds	51	-0.86%	May 20, 1987	SMARX vs ISHIX
CFICX	Calvert Income Fund	Corporate Bonds	73	-0.73%	Oct 12, 1982	SMARX vs CFICX
BFCAX	American Funds Corporate Bond Fund	Corporate Bonds	30	-0.81%	Dec 14, 2012	SMARX vs BFCAX
FCBAX	Fidelity Advisor Corporate Bond Fund Class A	Corporate Bonds	33	-0.97%	May 4, 2010	SMARX vs FCBAX
SCCPX	Sterling Capital Long Duration Corporate Bond Fund	Corporate Bonds	11	-1.68%	Jun 30, 2011	SMARX vs SCCPX
FCBFX	Fidelity Corporate Bond Fund	Corporate Bonds	44	-0.92%	May 4, 2010	SMARX vs FCBFX
PBDCX	PIMCO Investment Grade Credit Bond Fund Class C	Corporate Bonds	23	-1.37%	Sep 3, 2004	SMARX vs PBDCX
CPUIX	AAM/Insight Select Income Fund	Corporate Bonds	42	-0.69%	Apr 19, 2013	SMARX vs CPUIX
FIKOX	Fidelity Advisor Corporate Bond Fund Class Z	Corporate Bonds	41	-0.81%	Oct 2, 2018	SMARX vs FIKOX
LAGVX	Lord Abbett Income Fund	Corporate Bonds	39	-1.15%	Jan 4, 1982	SMARX vs LAGVX
PBBBX	PIA BBB Bond Fund	Corporate Bonds	49	-0.91%	Sep 25, 2003	SMARX vs PBBBX
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	2	-2.76%	Dec 24, 2002	SMARX vs PTY
PIGIX	PIMCO Investment Grade Credit Bond Fund	Corporate Bonds	35	-1.18%	Apr 28, 2000	SMARX vs PIGIX
ACCBX	Invesco Corporate Bond Fund	Corporate Bonds	40	-1.26%	Sep 23, 1971	SMARX vs ACCBX
LUBIX	Thrivent Income Fund	Corporate Bonds	39	-0.95%	Jun 1, 1972	SMARX vs LUBIX
MFBFX	MFS Corporate Bond Fund	Corporate Bonds	40	-0.85%	May 8, 1974	SMARX vs MFBFX
FHMFX	Fidelity Series Corporate Bond Fund	Corporate Bonds	44	-0.72%	Aug 17, 2018	SMARX vs FHMFX

Compare SMARX with Any Fund or Stock

Compare SMARX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Brandes Separately Managed Account Reserve Trust

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