Timothy Plan Fixed Income Fund (TFIAX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TFIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TFIAX
TFIAX charges 1.34% annually. There are 107 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | TFIAX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | TFIAX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | TFIAX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | TFIAX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | TFIAX vs QDVBX |
Best Risk-Adjusted Alternatives to TFIAX
TFIAX has a PortfoliosLab risk / return rank of 18. There are 69 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | TFIAX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | TFIAX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | TFIAX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | TFIAX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | TFIAX vs MCDWX |
Top Performing TFIAX Alternatives (YTD)
TFIAX is at -0.64% YTD. There are 53 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | TFIAX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | TFIAX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | TFIAX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | TFIAX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.15% | — | May 2023 | TFIAX vs FSMOX |
Lowest Volatility Alternatives to TFIAX
TFIAX has 3.69% 1-year volatility. There are 24 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | TFIAX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | TFIAX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | TFIAX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | TFIAX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | TFIAX vs DFXIX |
Lowest Drawdown Alternatives to TFIAX
TFIAX has a 1-year max drawdown of -2.91%. There are 35 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | TFIAX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | TFIAX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | TFIAX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | TFIAX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | TFIAX vs FTHRX |
Other Mutual Funds from Timothy Plan
The 10 most viewed Timothy Plan mutual funds shown here include TAAGX, TPDAX, TLVAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | Mid Cap Growth Equities | 66 | 25.18% | — | Oct 2000 | TFIAX vs TAAGX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 72 | 8.31% | — | Nov 2009 | TFIAX vs TPDAX | |
| Timothy Plan Large/Mid Cap Value Fund | Mid Cap Blend Equities | 19 | 9.22% | — | Jul 1999 | TFIAX vs TLVAX | |
| Timothy Plan Large/Mid Cap Growth Fund | Large Cap Growth Equities | 24 | 12.61% | — | Oct 2000 | TFIAX vs TLGAX | |
| Timothy Plan Small Cap Value Fund | Small Cap Blend Equities | 25 | 14.40% | — | Mar 1994 | TFIAX vs TPLNX | |
| Timothy Plan International Fund | Foreign Large Cap Equities | 57 | 12.24% | — | May 2007 | TFIAX vs TPIAX | |
| Timothy Plan Conservative Growth Fund | Diversified Portfolio | 53 | 6.43% | — | Oct 2000 | TFIAX vs TCGAX | |
| Timothy Plan Strategic Growth Fund | Diversified Portfolio | 45 | 7.89% | — | Oct 2000 | TFIAX vs TSGAX | |
| Timothy Plan High Yield Bond Fund | High Yield Bonds | 75 | 2.14% | — | May 2007 | TFIAX vs TPHAX | |
| Timothy Plan Growth & Income Fund | Diversified Portfolio | 41 | 6.18% | — | Sep 2013 | TFIAX vs TIGIX |
Often Compared With TFIAX
Investors most often compare TFIAX with DUTMX, TPDIX, PNIIX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare TFIAX with Any Fund or Stock
Compare TFIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TFIAX with funds that move differently
Timothy Plan Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TFIAX.
Explore TFIAX Diversifiers