Dunham Monthly Distribution Fund (DAMDX) Alternatives
Dunham Monthly Distribution Fund (DAMDX) belongs to the Event Driven category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DAMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DAMDX
DAMDX charges 2.38% annually. Among mutual funds in the Event Driven category, these options have the lowest expense ratios among DAMDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Gabelli ABC Fund | 0.79% | May 13, 1993 | DAMDX vs GABCX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | 1.01% | Feb 27, 2001 | DAMDX vs EMAYX | |
| BlackRock Event Driven Equity Fund | 1.16% | Dec 18, 2007 | DAMDX vs BILPX | |
| The Merger Fund Class I | 1.32% | Aug 1, 2013 | DAMDX vs MERIX | |
| The Arbitrage Fund | 1.43% | Sep 17, 2000 | DAMDX vs ARBFX |
Best Risk-Adjusted Alternatives to DAMDX
Among mutual funds in the Event Driven category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| The Merger Fund Class I | 99 | Aug 1, 2013 | DAMDX vs MERIX | |
| The Merger Fund | 99 | Jan 30, 1989 | DAMDX vs MERFX | |
| Vivaldi Merger Arbitrage Fund Class I | 99 | Oct 1, 2015 | DAMDX vs VARBX | |
| NexPoint Merger Arbitrage Fund | 99 | Aug 18, 2016 | DAMDX vs HMEZX | |
| The Arbitrage Fund Class Institutional | 97 | Oct 17, 2003 | DAMDX vs ARBNX |
Top Performing DAMDX Alternatives (YTD)
DAMDX alternatives from the Event Driven category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Gabelli Enterprise Mergers and Acquisitions Fund | 3.60% | Feb 27, 2001 | DAMDX vs EMAYX | |
| Camelot Event-Driven Fund Institutional Class | 2.00% | Jun 7, 2010 | DAMDX vs EVDIX | |
| Camelot Event Driven Fund Class A | 1.91% | Nov 21, 2003 | DAMDX vs EVDAX | |
| Gabelli ABC Fund | 1.84% | May 13, 1993 | DAMDX vs GABCX | |
| Vivaldi Merger Arbitrage Fund Class I | 0.85% | Oct 1, 2015 | DAMDX vs VARBX |
Lowest Volatility Alternatives to DAMDX
DAMDX alternatives from the Event Driven category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Vivaldi Merger Arbitrage Fund Class I | 1.35% | Oct 1, 2015 | DAMDX vs VARBX | |
| The Merger Fund Class I | 1.52% | Aug 1, 2013 | DAMDX vs MERIX | |
| The Merger Fund | 1.54% | Jan 30, 1989 | DAMDX vs MERFX | |
| NexPoint Merger Arbitrage Fund | 1.61% | Aug 18, 2016 | DAMDX vs HMEZX | |
| Virtus Westchester Credit Event Fund | 2.21% | Dec 28, 2017 | DAMDX vs WCFRX |
Lowest Drawdown Alternatives to DAMDX
DAMDX alternatives from the Event Driven category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| The Merger Fund Class I | -0.47% | Aug 1, 2013 | DAMDX vs MERIX | |
| The Merger Fund | -0.52% | Jan 30, 1989 | DAMDX vs MERFX | |
| Vivaldi Merger Arbitrage Fund Class I | -0.64% | Oct 1, 2015 | DAMDX vs VARBX | |
| NexPoint Merger Arbitrage Fund | -1.06% | Aug 18, 2016 | DAMDX vs HMEZX | |
| The Arbitrage Fund Class Institutional | -1.74% | Oct 17, 2003 | DAMDX vs ARBNX |
Other Mutual Funds from Dunham
Most popular Dunham mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dunham Real Estate Stock Fund | REIT | 7 | 3.29% | Dec 10, 2004 | DAMDX vs DCREX | |
| Dunham International Stock Fund | Foreign Large Cap Equities | 95 | 6.08% | Dec 10, 2004 | DAMDX vs DCINX | |
| Dunham Large Cap Value Fund | Large Cap Value Equities | 59 | 0.71% | Dec 10, 2004 | DAMDX vs DCLVX | |
| Dunham International Opportunity Bond Fund | Global Bonds | 76 | -0.72% | Oct 31, 2013 | DAMDX vs DAIOX | |
| Dunham Small Cap Value Fund | Small Cap Value Equities | 60 | 4.76% | Dec 10, 2004 | DAMDX vs DCSVX | |
| Dunham Emerging Markets Stock Fund | Emerging Markets Diversified | 82 | 5.33% | Dec 9, 2004 | DAMDX vs DCEMX | |
| Dunham Focused Large Cap Growth Fund | Large Cap Growth Equities | 3 | -15.95% | Dec 8, 2011 | DAMDX vs DAFGX | |
| Dunham Small Cap Growth Fund | Small Cap Growth Equities | 57 | -0.16% | Dec 10, 2004 | DAMDX vs DCDGX | |
| Dunham Dynamic Macro Fund | Macro Trading | 90 | 2.93% | Apr 28, 2010 | DAMDX vs DNAVX | |
| Dunham High Yield Bond Fund | High Yield Bonds | 71 | -1.31% | Jul 1, 2005 | DAMDX vs DCHYX |
Often Compared With DAMDX
What investors most often compare with DAMDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Driehaus Event Driven Fund | Event Driven | 67 | -1.35% | Aug 22, 2013 | DAMDX vs DEVDX | |
| The GDL Fund | Event Driven | 33 | 0.07% | Jan 31, 2007 | DAMDX vs GDL | |
| Water Island Event-Driven Fund | Event Driven | 96 | 0.55% | Sep 30, 2010 | DAMDX vs AEDNX |
Compare DAMDX with Any Fund or Stock
Compare DAMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.