SMARX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to SMARX

SMARX charges 0.00% annually. No mutual funds in the Corporate Bonds category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	0.05%	—	Nov 2009	SMARX vs VLCIX
VICBX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.05%	—	Nov 2009	SMARX vs VICBX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.05%	—	Nov 2009	SMARX vs VSTBX
VICSX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.06%	69.50B	Mar 2010	SMARX vs VICSX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.06%	51.90B	Nov 2010	SMARX vs VSCSX

Best Risk-Adjusted Alternatives to SMARX

SMARX has a PortfoliosLab risk / return rank of 28. There are 6 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	95	—	Dec 2014	SMARX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	86	—	Nov 2009	SMARX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	84	51.90B	Nov 2010	SMARX vs VSCSX
JMABX	John Hancock Managed Account Shares Investment-Gra...	36	—	Jul 2019	SMARX vs JMABX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	34	—	Sep 2018	SMARX vs IDMIX

Top Performing SMARX Alternatives (YTD)

SMARX is at 0.14% YTD. There are 3 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 5.78%.

Symbol	Name	YTD Return	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	5.78%	—	Dec 2014	SMARX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.91%	—	Nov 2009	SMARX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.84%	51.90B	Nov 2010	SMARX vs VSCSX
LKFIX	LKCM Fixed Income Fund	-0.07%	—	Dec 1997	SMARX vs LKFIX
JMABX	John Hancock Managed Account Shares Investment-Gra...	-0.07%	—	Jul 2019	SMARX vs JMABX

Lowest Volatility Alternatives to SMARX

SMARX has 3.72% 1-year volatility. There are 10 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.78%.

Symbol	Name	Volatility 1Y	AUM	Inception
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	1.78%	—	Nov 2009	SMARX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	1.79%	51.90B	Nov 2010	SMARX vs VSCSX
LKFIX	LKCM Fixed Income Fund	2.51%	—	Dec 1997	SMARX vs LKFIX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	2.79%	—	Sep 2018	SMARX vs IDMIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	3.05%	—	Dec 1993	SMARX vs FIIFX

Lowest Drawdown Alternatives to SMARX

SMARX has a 1-year max drawdown of -2.61%. There are 5 mutual funds in the Corporate Bonds category with shallower 1-year drawdowns, going as shallow as -1.31%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	-1.31%	—	Nov 2009	SMARX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	-1.36%	51.90B	Nov 2010	SMARX vs VSCSX
LKFIX	LKCM Fixed Income Fund	-1.76%	—	Dec 1997	SMARX vs LKFIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	-2.28%	—	Dec 1993	SMARX vs FIIFX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	-2.38%	—	Sep 2018	SMARX vs IDMIX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	10.45%	—	Sep 2021	SMARX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	63	9.34%	—	Jul 1993	SMARX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	97	12.04%	—	Dec 2012	SMARX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	70	11.03%	—	May 2011	SMARX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	64	8.08%	—	Aug 2005	SMARX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	30	22.08%	—	May 2000	SMARX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund Invest...	Equity Market Neutral	97	11.82%	—	Dec 2012	SMARX vs BDMAX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	87	15.65%	—	Nov 1988	SMARX vs MADVX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	64	1.03%	—	Feb 2008	SMARX vs BSIIX
BRHYX	BlackRock High Yield K	High Yield Bonds	78	1.22%	—	Jan 2001	SMARX vs BRHYX

Often Compared With SMARX

Investors most often compare SMARX with FCSPX, CBFSX, BFCAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FCSPX	Federated Hermes Corporate Bond Strategy Port	Corporate Bonds	17	-0.81%	—	Jun 2006	SMARX vs FCSPX
CBFSX	JPMorgan Corporate Bond Fund	Corporate Bonds	11	-1.58%	—	Mar 2013	SMARX vs CBFSX
BFCAX	American Funds Corporate Bond Fund	Corporate Bonds	11	-1.33%	—	Dec 2012	SMARX vs BFCAX
ISHIX	Federated Hermes Corporate Bond Fund	Corporate Bonds	10	-1.39%	—	May 1987	SMARX vs ISHIX
GSGDX	Goldman Sachs Investment Grade Credit Fund	Corporate Bonds, Investment Grade Bonds	18	-0.82%	—	Nov 2003	SMARX vs GSGDX
CFICX	Calvert Income Fund	Corporate Bonds	27	-0.48%	—	Oct 1982	SMARX vs CFICX
FCBAX	Fidelity Advisor Corporate Bond Fund Class A	Corporate Bonds	13	-1.14%	—	May 2010	SMARX vs FCBAX
PBBBX	PIA BBB Bond Fund	Corporate Bonds	14	-1.23%	—	Sep 2003	SMARX vs PBBBX
SCCPX	Sterling Capital Long Duration Corporate Bond Fund	Corporate Bonds	5	-3.07%	—	Jun 2011	SMARX vs SCCPX
FHMFX	Fidelity Series Corporate Bond Fund	Corporate Bonds	18	-0.79%	—	Aug 2018	SMARX vs FHMFX
LAGVX	Lord Abbett Income Fund	Corporate Bonds	19	-1.08%	—	Jan 1982	SMARX vs LAGVX
ACCBX	Invesco Corporate Bond Fund	Corporate Bonds	16	-1.24%	—	Sep 1971	SMARX vs ACCBX
PIGIX	PIMCO Investment Grade Credit Bond Fund	Corporate Bonds, Investment Grade Bonds	19	-0.86%	—	Apr 2000	SMARX vs PIGIX
CPUIX	AAM/Insight Select Income Fund	Corporate Bonds	17	-0.82%	—	Apr 2013	SMARX vs CPUIX
FIKOX	Fidelity Advisor Corporate Bond Fund Class Z	Corporate Bonds	16	-0.94%	—	Oct 2018	SMARX vs FIKOX
FCBFX	Fidelity Corporate Bond Fund	Corporate Bonds	17	-0.99%	—	May 2010	SMARX vs FCBFX
DFTEX	DFA Intermediate-Term Extended Quality Portfolio F...	Corporate Bonds	23	-0.11%	—	Jul 2010	SMARX vs DFTEX
PBDCX	PIMCO Investment Grade Credit Bond Fund Class C	Corporate Bonds, Investment Grade Bonds	11	-1.42%	—	Sep 2004	SMARX vs PBDCX
LMLCX	Western Asset SMASh Series C Fund	Corporate Bonds	24	-0.54%	—	Dec 2006	SMARX vs LMLCX
LUBIX	Thrivent Income Fund	Corporate Bonds	14	-1.05%	—	Jun 1972	SMARX vs LUBIX

Compare SMARX with Any Fund or Stock

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

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Diversifiers

Pair SMARX with funds that move differently

Brandes Separately Managed Account Reserve Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMARX.

Explore SMARX Diversifiers

Brandes Separately Managed Account Reserve Trust (SMARX) Alternatives