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
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.05%	—	Nov 2009	SMARX vs VSTBX
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
VICSX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.07%	68.10B	Mar 2010	SMARX vs VICSX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.07%	49.50B	Nov 2010	SMARX vs VSCSX

Best Risk-Adjusted Alternatives to SMARX

SMARX has a PortfoliosLab risk / return rank of 28. There are 24 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	92	—	Dec 2014	SMARX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	81	—	Nov 2009	SMARX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	80	49.50B	Nov 2010	SMARX vs VSCSX
JMABX	John Hancock Managed Account Shares Investment-Gra...	48	—	Jul 2019	SMARX vs JMABX
PRPIX	T. Rowe Price Corporate Income Fund	44	—	Oct 1995	SMARX vs PRPIX

Top Performing SMARX Alternatives (YTD)

SMARX is at 0.74% YTD. There are 12 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 5.40%.

Symbol	Name	YTD Return	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	5.40%	—	Dec 2014	SMARX vs MIFIX
LMLCX	Western Asset SMASh Series C Fund	1.82%	—	Dec 2006	SMARX vs LMLCX
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	1.23%	—	Nov 2009	SMARX vs VLCIX
VLTCX	Vanguard Long-Term Corporate Bond Index Fund Admir...	1.22%	8.60B	Jan 2010	SMARX vs VLTCX
ACISX	AB Corporate Income Shares	0.98%	—	Dec 2006	SMARX vs ACISX

Lowest Volatility Alternatives to SMARX

SMARX has 3.75% 1-year volatility. There are 10 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.75%.

Symbol	Name	Volatility 1Y	AUM	Inception
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	1.75%	49.50B	Nov 2010	SMARX vs VSCSX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	1.76%	—	Nov 2009	SMARX vs VSTBX
LKFIX	LKCM Fixed Income Fund	2.58%	—	Dec 1997	SMARX vs LKFIX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	2.89%	—	Sep 2018	SMARX vs IDMIX
MIFIX	Miller Intermediate Bond Fund	3.02%	—	Dec 2014	SMARX vs MIFIX

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%	49.50B	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 NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	75	21.38%	—	Jan 2000	SMARX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	4	-5.08%	13.70B	Feb 2004	SMARX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	81	6.03%	11.90B	Sep 1994	SMARX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	70	11.31%	28.60B	Sep 1994	SMARX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	73	11.69%	—	Jul 1993	SMARX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	28	11.23%	—	Sep 2021	SMARX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	13.10%	—	May 2011	SMARX vs LIVIX
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	92	12.48%	—	Dec 2012	SMARX vs BDMIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	77	11.93%	—	Dec 1991	SMARX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	67	15.25%	—	Jul 2010	SMARX vs ASFYX

Often Compared With SMARX

Investors most often compare SMARX with BFCAX, FCSPX, CBFSX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BFCAX	American Funds Corporate Bond Fund	Corporate Bonds	19	0.46%	—	Dec 2012	SMARX vs BFCAX
FCSPX	Federated Hermes Corporate Bond Strategy Port	Corporate Bonds	32	0.87%	—	Jun 2006	SMARX vs FCSPX
CBFSX	JPMorgan Corporate Bond Fund	Corporate Bonds	23	0.29%	—	Mar 2013	SMARX vs CBFSX
ISHIX	Federated Hermes Corporate Bond Fund	Corporate Bonds	24	0.05%	—	May 1987	SMARX vs ISHIX
GSGDX	Goldman Sachs Investment Grade Credit Fund	Corporate Bonds	27	0.65%	—	Nov 2003	SMARX vs GSGDX
CFICX	Calvert Income Fund	Corporate Bonds	35	0.59%	—	Oct 1982	SMARX vs CFICX
PBBBX	PIA BBB Bond Fund	Corporate Bonds	31	0.48%	—	Sep 2003	SMARX vs PBBBX
FCBAX	Fidelity Advisor Corporate Bond Fund Class A	Corporate Bonds	24	0.51%	—	May 2010	SMARX vs FCBAX
FHMFX	Fidelity Series Corporate Bond Fund	Corporate Bonds	30	0.85%	—	Aug 2018	SMARX vs FHMFX
SCCPX	Sterling Capital Long Duration Corporate Bond Fund	Corporate Bonds	14	0.97%	—	Jun 2011	SMARX vs SCCPX
ACCBX	Invesco Corporate Bond Fund	Corporate Bonds	31	0.62%	—	Sep 1971	SMARX vs ACCBX
CPUIX	AAM/Insight Select Income Fund	Corporate Bonds	30	0.54%	—	Apr 2013	SMARX vs CPUIX
PIGIX	PIMCO Investment Grade Credit Bond Fund	Corporate Bonds	23	0.51%	—	Apr 2000	SMARX vs PIGIX
FIKOX	Fidelity Advisor Corporate Bond Fund Class Z	Corporate Bonds	27	0.69%	—	Oct 2018	SMARX vs FIKOX
FCBFX	Fidelity Corporate Bond Fund	Corporate Bonds	27	0.65%	—	May 2010	SMARX vs FCBFX
LAGVX	Lord Abbett Income Fund	Corporate Bonds	28	0.57%	—	Jan 1982	SMARX vs LAGVX
PBDCX	PIMCO Investment Grade Credit Bond Fund Class C	Corporate Bonds	16	0.03%	—	Sep 2004	SMARX vs PBDCX
DFTEX	DFA Intermediate-Term Extended Quality Portfolio F...	Corporate Bonds	33	0.97%	—	Jul 2010	SMARX vs DFTEX
LUBIX	Thrivent Income Fund	Corporate Bonds	25	0.52%	—	Jun 1972	SMARX vs LUBIX
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	1	-3.77%	—	Dec 2002	SMARX vs PTY

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