PBIMX

Index

Bond Market Index Fund

Category: US Bond (5,386 funds)

Expense Ratio

1.02%

Annual Cost per $10K

$102.00

30-Year Fee Drag per $10K

$19,012

at 7% annual return

Fund Type

Mutual Fund

Index

Trailing 12-Month

+4.73%

Asset Allocation

US Equity

US Bond

91%

Intl Bond

Cash

Fee Comparison

PBIMX

1.02%

US Bond average

0.76%

US Bond cheapest

ABIMX

0.00%

Index benchmark

0.03%

34% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of November 2024 · Updated quarterly

-9.46%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

PBIMX at 1.02%$285,553

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$95,059

Cost vs index fund−$91,871

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of November 2024

Ticker	Name	ER	1yr	3yr	5yr
PBIMX	Bond Market Index Fund	1.02%	+4.73%	-3.26%	-1.22%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	0.03%	+6.87%	-1.96%	+0.01%
VTBIX	VANGUARD TOTAL BOND MARKET II INDEX FUND	0.09%	+6.79%	-2.03%	-0.13%
JCBPX	JPMorgan Core Bond Fund	1.33%	+7.08%	-1.77%	+0.12%
AGG	iShares Core U.S. Aggregate Bond ETF	0.03%	+6.95%	-1.92%	-0.01%
JBFRX	Bond Fund	0.46%	+8.20%	-1.78%	+0.53%
QCBMFX	College Retirement Equities Fund - Core Bond Account	—	+8.03%	—	—
ABNDX	Bond Fund of America	1.04%	+6.44%	-2.12%	+0.60%
DOXIX	Dodge & Cox Income Fund	0.33%	+8.63%	—	—
TBIIX	Nuveen Bond Index Fund	0.32%	+6.96%	-1.98%	-0.08%
FUBFX	Fidelity U.S. Bond Index Fund	0.03%	—	—	—
UINCX	Victory Income Fund	0.84%	+8.79%	-1.20%	—
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	0.03%	+5.56%	+0.90%	+1.32%
FFRAX	Fidelity Advisor Floating Rate High Income Fund	0.73%	-21.44%	-23.71%	-24.52%
PARRX	PIMCO Real Return Fund	0.75%	+6.63%	-1.63%	+2.32%
FBNDX	Fidelity Investment Grade Bond Fund	0.75%	+7.54%	-1.62%	+0.77%
FBKWX	Fidelity Total Bond Fund	0.75%	+8.48%	-0.85%	+1.33%
BAGSX	Baird Aggregate Bond Fund	0.55%	+7.57%	-1.82%	+0.20%
AMUSX	U.S. Government Securities Fund	0.65%	+5.07%	-2.42%	+0.21%
BIV	VANGUARD INTERMEDIATE-TERM BOND INDEX FUND	0.03%	+7.09%	-1.74%	+0.35%
DDTRX	DoubleLine Total Return Bond Fund	0.43%	+8.84%	-1.34%	+0.09%
JAGBX	Select Bond Trust	0.60%	+7.79%	-1.98%	+0.35%
MBFAX	Allspring Core Bond Fund	0.65%	+7.01%	+1.92%	+1.17%
VIITX	VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND$100M min	0.02%	+6.60%	+0.21%	+1.11%
FIFZX	Fidelity Series Bond Index Fund	0.00%	+6.97%	-1.93%	-0.02%
SCOAX	SIIT CORE FIXED INCOME FUND	0.37%	+7.46%	-1.96%	+0.39%
FLIBX	American Funds Inflation Linked Bond Fund	0.36%	+6.17%	-2.29%	—
FBND	Fidelity Total Bond ETF	0.36%	+8.09%	-1.01%	+1.21%
TRVZX	T. Rowe Price New Income Fund, Inc.	0.32%	+7.38%	-2.26%	—
JCPPX	JPMorgan Core Plus Bond Fund	1.14%	+8.22%	-1.46%	+0.38%
VWESX	VANGUARD LONG-TERM INVESTMENT-GRADE FUND	0.21%	+9.31%	-6.32%	-1.51%
DDLDX	DoubleLine Low Duration Bond Fund	0.70%	+6.55%	+3.02%	+2.43%
STRDX	Sterling Capital Total Return Bond Fund	0.35%	+7.79%	-1.62%	+0.63%
AFFMX	American Funds Mortgage Fund	0.68%	+6.18%	-1.33%	+0.56%
TOTL	SPDR DoubleLine Total Return Tactical ETF	0.55%	+8.61%	-0.95%	+0.11%
UCON	First Trust Smith Unconstrained Bond ETF	0.86%	+7.91%	+2.29%	+2.89%
DDCPX	Doubleline Shiller Enhanced CAPE	0.49%	+27.81%	+7.74%	+11.80%
VVBVX	Venerable Strategic Bond Fund	0.80%	—	—	—
MXBIX	Empower Bond Index Fund	0.50%	+6.30%	-2.94%	-0.86%
FIXD	First Trust Smith Opportunistic Fixed Income ETF	0.65%	+7.22%	-2.79%	-0.14%
SMAMX	ALPS \| Smith Total Return Bond Fund	0.89%	-18.09%	-24.83%	-28.25%
VCLT	VANGUARD LONG-TERM CORPORATE BOND INDEX FUND	0.06%	+10.13%	-5.56%	-0.97%
FZITX	Fidelity Intermediate Municipal Income Fund	0.65%	-36.21%	-38.64%	-38.03%
JGCGX	JPMorgan Income Fund	0.39%	+9.52%	+1.37%	+1.77%
SRLN	SPDR Blackstone Senior Loan ETF	0.70%	+9.80%	+4.77%	+4.56%
DDCFX	DoubleLine Core Fixed Income Fund	0.50%	+8.43%	-1.06%	+0.47%
FCAVX	Franklin California Tax-Free Income Fund	0.60%	+6.81%	-0.14%	+1.40%
QCILFX	College Retirement Equities Fund - Inflation-Linked Bond Account	—	+6.52%	—	—
BKLN	Invesco Senior Loan ETF	0.65%	+9.89%	+6.09%	+4.52%
UASBX	Victory Short-Term Bond Fund	0.47%	+7.70%	+2.88%	—
WAPIX	Western Asset Core Bond Fund	0.80%	+6.83%	-3.74%	-0.98%
DCFZX	Destinations Core Fixed Income Fund	0.84%	+8.28%	-1.75%	-0.29%
VPVRRDV	PIMCO Real Return Portfolio	1.07%	+6.46%	-1.57%	+2.38%
UIITX	Victory Core Plus Intermediate Bond Fund	0.41%	+8.34%	-0.74%	+1.66%
MMHEX	NYLI MacKay High Yield Muni Bond Fund	0.55%	+10.15%	+0.25%	+2.52%
TBBWX	Nuveen Core Bond Fund	0.29%	+8.63%	-0.98%	+0.84%
THRLX	Thornburg Limited Term Income Fund	0.42%	+7.90%	+1.47%	+2.28%
PYMAX	PIMCO High Yield Municipal Bond Fund	0.86%	+9.60%	+0.01%	+2.28%
FTSL	First Trust Senior Loan Fund	0.86%	+8.96%	+5.85%	+4.92%
PLFLX	Aristotle Floating Rate Income Fund	1.05%	+9.19%	—	—
SCHZ	Schwab U.S. Aggregate Bond ETF	0.03%	+6.82%	-1.99%	-0.05%
PBIQX	Bond Market Index Fund	0.40%	+6.48%	-2.32%	-0.38%
BLV	VANGUARD LONG-TERM BOND INDEX FUND	0.03%	+8.73%	-7.92%	-2.48%
ITBFX	THE HARTFORD TOTAL RETURN BOND FUND	0.32%	+8.23%	-1.43%	+0.74%
JIGBX	Investment Grade Bond Fund	0.38%	+7.33%	-2.35%	-0.15%
SLDAX	SIIT LONG DURATION CREDIT BOND FUND	0.37%	+9.25%	-6.35%	-1.30%
MCFVX	Mercer Core Fixed Income Fund	0.64%	—	—	—
OWFIX	Old Westbury Fixed Income Fund	0.57%	+5.66%	-0.49%	+0.55%
FAJEX	Frost Total Return Bond Fund	0.46%	-17.38%	-23.72%	-24.06%
FKTIX	Franklin Federal Tax-Free Income Fund	0.64%	+7.68%	-0.30%	+1.42%
MTBDX	NYLI MacKay Tax Free Bond Fund	0.43%	+5.70%	-0.38%	+1.53%
HIABX	HARTFORD TOTAL RETURN BOND HLS FUND	0.52%	+8.13%	-1.54%	+0.61%
ANGLX	Angel Oak Multi-Strategy Income Fund	1.64%	+9.49%	-0.37%	+0.15%
JAFLX	Janus Henderson Flexible Bond Portfolio$1M min	0.82%	+1.75%	-1.97%	+0.72%
MIBDX	BNY Mellon Bond Fund	0.58%	+6.52%	-2.40%	-0.29%
LCROX	Lord Abbett Core Fixed Income Fund	0.30%	+7.54%	-1.71%	+0.42%
NVHAX	Nuveen Short Duration High Yield Municipal Bond Fund	1.06%	+9.14%	+1.02%	+2.25%
TFAIX	T. Rowe Price Floating Rate Fund	0.65%	+10.18%	+6.86%	+5.48%
RPIFX	T. Rowe Price Institutional Floating Rate Fund$1M min	0.57%	+10.33%	+6.93%	+5.65%
TCTRX	Nuveen Short Term Bond Fund	0.62%	+6.20%	+2.20%	+1.95%
CLMAX	Columbia Mortgage Opportunities Fund	0.73%	+12.15%	-2.18%	+1.34%
ACTFX	Invesco High Yield Municipal Fund	1.13%	+9.45%	-1.74%	+0.58%
PAHIX	T. Rowe Price High Yield Fund, Inc.	1.05%	+10.49%	+2.98%	+3.59%
TIIUX	Core Fixed Income Fund	0.47%	+6.71%	-2.65%	-0.20%
BOND	PIMCO Active Bond Exchange-Traded Fund	0.54%	+8.54%	-1.75%	+0.30%
SWAGX	Schwab U.S. Aggregate Bond Index Fund	0.04%	+6.72%	-2.02%	-0.11%
thopx	Thompson Bond Fund	0.74%	+14.09%	+3.28%	+2.89%
TGLMX	TCW Securitized Bond Fund	0.59%	+9.04%	-3.23%	-0.57%
HYLS	First Trust Tactical High Yield ETF	1.05%	+9.79%	+2.32%	+3.13%
MFIAX	MFS Municipal Income Fund	0.44%	+7.91%	-0.11%	+1.36%
PMLAX	PIMCO Municipal Bond Fund	0.75%	+7.04%	+0.17%	+1.69%
CFBNX	The Bond Fund	0.66%	+7.84%	-1.24%	+0.54%
FHYRX	Franklin High Yield Tax-Free Income Fund	0.50%	+11.92%	-0.10%	+2.08%
CRBVX	Catholic Responsible Investments Bond Fund	0.50%	+11.72%	—	—
CRAIX	CCM Community Impact Bond Fund	0.42%	+6.28%	-1.34%	-0.33%
NTAUX	Tax-Advantaged Ultra-Short Fixed Income Fund	0.26%	+4.20%	+2.40%	+1.79%
GVI	iShares Intermediate Government/Credit Bond ETF	0.20%	+5.89%	-0.17%	+0.83%
PAXBX	Impax Core Bond Fund	0.71%	+6.64%	-1.98%	-0.14%
UITB	VictoryShares Core Intermediate Bond ETF	0.38%	+7.50%	-1.12%	+0.75%
DFCF	Dimensional Core Fixed Income ETF	0.17%	+7.34%	-2.03%	—
TESHX	Nuveen Short Term Bond Index Fund	0.32%	+5.06%	+1.26%	+1.28%

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