TCW Total Return Bond Fund (TGLMX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TGLMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TGLMX
TGLMX charges 0.49% annually. There are 44 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | TGLMX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | TGLMX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | TGLMX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | TGLMX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | TGLMX vs BCOIX |
Best Risk-Adjusted Alternatives to TGLMX
TGLMX has a PortfoliosLab risk / return rank of 36. There are 15 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | TGLMX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | TGLMX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 95 | — | Jul 2010 | TGLMX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | TGLMX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 83 | — | Apr 1997 | TGLMX vs GUGAX |
Top Performing TGLMX Alternatives (YTD)
TGLMX is at 1.12% YTD. There are 10 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.62% | — | Jul 2015 | TGLMX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | TGLMX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.93% | — | May 1999 | TGLMX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.68% | — | Feb 1984 | TGLMX vs PGSIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.56% | — | Sep 2007 | TGLMX vs SEATX |
Lowest Volatility Alternatives to TGLMX
TGLMX has 4.23% 1-year volatility. There are 111 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.14% | — | Jun 2017 | TGLMX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | TGLMX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.94% | — | Jul 2010 | TGLMX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.00% | — | Jul 2010 | TGLMX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | TGLMX vs HOBIX |
Lowest Drawdown Alternatives to TGLMX
TGLMX has a 1-year max drawdown of -2.63%. There are 20 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | TGLMX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | TGLMX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | TGLMX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | TGLMX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | TGLMX vs LCTIX |
Other Mutual Funds from TCW
The 10 most viewed TCW mutual funds shown here include TGEIX, TGWIX, TGDVX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TCW Emerging Markets Income Fund | Emerging Markets Bonds | 92 | 4.99% | — | May 1998 | TGLMX vs TGEIX | |
| TCW Emerging Markets Local Currency Income Fund | Emerging Markets Bonds | 34 | 3.97% | — | Dec 2010 | TGLMX vs TGWIX | |
| TCW Relative Value Large Cap Fund | Large Cap Value Equities | 78 | 12.71% | — | Dec 1997 | TGLMX vs TGDVX | |
| TCW Relative Value Mid Cap Fund | Mid Cap Value Equities | 83 | 20.51% | — | Oct 1997 | TGLMX vs TGVOX | |
| TCW High Yield Bond Fund | High Yield Bonds | — | — | — | Feb 1993 | TGLMX vs TGHYX | |
| TCW Core Fixed Income Fund | Intermediate Core Bond | 17 | -0.11% | — | Feb 1993 | TGLMX vs TGCFX | |
| TCW Conservative Allocation Fund | Diversified Portfolio | 35 | 4.39% | — | Nov 2006 | TGLMX vs TGPCX | |
| TCW Global Bond Fund | Global Bonds | 5 | -0.84% | — | Nov 2011 | TGLMX vs TGGBX | |
| TCW Select Equities Fund | Large Cap Growth Equities | 6 | 3.44% | — | Feb 1993 | TGLMX vs TGCEX | |
| TCW Global Real Estate Fund | REIT | 20 | 11.59% | — | Nov 2014 | TGLMX vs TGREX |
Often Compared With TGLMX
Investors most often compare TGLMX with PTSAX, VTI, DLFNX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare TGLMX with Any Fund or Stock
Compare TGLMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TGLMX with funds that move differently
TCW Total Return Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TGLMX.
Explore TGLMX Diversifiers