Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | American Funds Mortgage Fund | 33% | 0.31% | Capital Research and Management Company |
| 2 | U.S. Government Securities Fund · AMUSX, RGVAX, RGVBX, RGVCX, RGVEX, RGVFX, UGSCX, UGSFX, CGTAX, CGTCX, CGTEX, CGTFX, GVTFX, RGVGX, RGEVX, RGVJX, USGFX, TSUGX, TUSGX, FSUGX, FSUUX cheaper | 32% | 0.25% | Capital Research and Management Company |
| 3 | Intermediate Bond Fund of America · AIBAX, RBOAX, RBOBX, RBOCX, RBOEX, RBOFX, IBFCX, IBFFX, CBOAX, CBOCX, CBOEX, CBOFX, IBAFX, RBOGX, REBBX, RBOHX, IFBFX, TIIBX, TIBBX, FFOOX, FIFBX cheaper | 21% | 0.25% | Capital Research and Management Company |
| 4 | Bond Fund of America · ABNDX, RBFAX, RBFBX, RBFCX, RBFEX, RBFFX, BFACX, BFAFX, CFAAX, CFACX, CFAEX, CFAFX, ABNFX, RBFGX, RBEBX, RBFHX, BFFAX, TFBFX, TBFFX, FFBOX, FBOFX cheaper | 18% | 0.23% | Capital Research and Management Company |
| 5 | U.S. Government Securities Fund cheaper | 15% | 0.25% | Capital Research and Management Company |
| 6 | The Bond Fund of America cheaper | 11% | 0.23% | Capital Research and Management Company |
| 7 | Capital Group Core Plus Income ETF · CGCP | 10% | 0.34% | Capital Research and Management Company |
| 8 | American Funds Strategic Bond Fund · CANAX, ANBFX, RANAX, RANBX, RANHX, RANCX, RANEX, RANFX, RANJX, RANGX, CANCX, CANEX, CANFX, ANBAX, ANBCX, ANBEX, ANBGX, TSFBX, TFSBX, FSBMX, FBSSX | 9% | 0.31% | Capital Research and Management Company |
| 9 | Short-Term Bond Fund of America · ASBAX, ASBFX, CAAFX, CFAMX, RAMAX, RAMBX, RAMCX, RAMEX, RAMFX, ASBCX, CCAMX, CEAMX, SBFFX, RMMGX, RAAEX, RAAGX, FSBTX, TTSBX, TSTBX, FTSBX, FFTSX | 9% | 0.29% | Capital Research and Management Company |
| 10 | American Funds Core Plus Bond Fund · AFPSX, AFPBX, AFPRX, AFPPX, AFPOX, AFPNX, AFPMX, AFPLX, CPAFX, AFCFX, AFAEX, AFACX, AFCPX, AFPHX, AFPGX, AFPFX, AFPEX, AFPDX, AFPQX | 9% | — | — |
| 11 | DFA SHORT-TERM GOVERNMENT PORTFOLIO · DFFGX cheaper diff. adviser | 8% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Asset Allocation Fund | 8% | 0.29% | Capital Research and Management Company |
| 13 | Capital Group Core Bond ETF · CGCB | 8% | 0.27% | Capital Research and Management Company |
| 14 | Capital World Bond Fund · CWBFX, RCWAX, RCWBX, RCWCX, RCWEX, RCWFX, CWBCX, WBFFX, CCWAX, CCWCX, CCWEX, CCWFX, BFWFX, RCWGX, RCEBX, RCWHX, WFBFX, TWCBX, TWCWX, FCWBX, FWBCX | 8% | 0.48% | Capital Research and Management Company |
| 15 | American Balanced Fund · ABALX, RLBAX, RLBBX, RLBCX, RLBEX, RLBFX, BALCX, BALFX, CLBAX, CLBCX, CLBEX, CLBFX, AMBFX, RLBGX, RAMHX, RLEFX, AFMBX, TAFBX, TABFX, FBAFX, FBONX cheaper | 7% | 0.25% | Capital Research and Management Company |
| 16 | Capital Income Builder · CAIBX, RIRAX, RIRBX, RIRCX, RIREX, RIRFX, CIBCX, CIBFX, CIRAX, CIRCX, CIREX, CIRFX, CAIFX, RIRGX, RCEEX, RIRHX, CFIHX, TCBBX, TCIBX, FBCIX, FWCBX | 7% | 0.26% | Capital Research and Management Company |
| 17 | Fidelity Series Sustainable Investment Grade Bond Fund · FIGDX cheaper diff. adviser | 7% | 0.00% | Fidelity Management & Research Company LLC |
| 18 | Capital Group Short Duration Income ETF · CGSD cheaper | 7% | 0.25% | Capital Research and Management Company |
| 19 | Capital World Bond Fund | 7% | 0.48% | Capital Research and Management Company |
| 20 | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND · VMBSX, VMBIX, VMBS cheaper diff. adviser | 7% | 0.02% | The Vanguard Group, Inc. |
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