Davenport Core Fund (DAVPX) Alternatives
Davenport Core Fund (DAVPX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DAVPX. 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 DAVPX
DAVPX charges 0.86% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among DAVPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | DAVPX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | DAVPX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | DAVPX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | DAVPX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | DAVPX vs TILIX |
Best Risk-Adjusted Alternatives to DAVPX
Among mutual funds in the Large Cap Growth Equities 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | DAVPX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | DAVPX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | DAVPX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | DAVPX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | DAVPX vs VTMGX |
Top Performing DAVPX Alternatives (YTD)
DAVPX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | DAVPX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | DAVPX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | DAVPX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | DAVPX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | DAVPX vs AMRGX |
Lowest Volatility Alternatives to DAVPX
DAVPX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | DAVPX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | DAVPX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | DAVPX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | DAVPX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | DAVPX vs PROVX |
Lowest Drawdown Alternatives to DAVPX
DAVPX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | DAVPX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | DAVPX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | DAVPX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | DAVPX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | DAVPX vs BBLIX |
Other Mutual Funds from Davenport
Most popular Davenport mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Davenport Small Cap Focus Fund | Small Cap Blend Equities | 5 | -2.96% | Dec 31, 2014 | DAVPX vs DSCPX | |
| Davenport Value & Income Fund | Large Cap Value Equities | 32 | 0.21% | Dec 31, 2010 | DAVPX vs DVIPX | |
| Davenport Equity Opportunities Fund | Mid Cap Blend Equities | 2 | -6.44% | Dec 31, 2010 | DAVPX vs DEOPX | |
| Davenport Balanced Income Fund | Diversified Portfolio | 44 | 0.43% | Dec 30, 2015 | DAVPX vs DBALX |
Often Compared With DAVPX
What investors most often compare with DAVPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America Class A | Large Cap Growth Equities | 29 | -11.22% | Dec 1, 1973 | DAVPX vs AGTHX | |
| Schwab U.S. Broad Market ETF | Large Cap Growth Equities | 65 | -4.05% | Nov 3, 2009 | DAVPX vs SCHB | |
| Fidelity Advisor Growth Opportunities Fund Class A | Large Cap Growth Equities | 35 | -13.66% | Sep 3, 1996 | DAVPX vs FAGAX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | DAVPX vs VOO | |
| Fidelity High Dividend ETF | Large Cap Blend Equities, Dividend | 60 | -1.78% | Sep 12, 2016 | DAVPX vs FDVV | |
| Vanguard Target Retirement 2055 Fund | Target Retirement Date, Diversified Portfolio | 69 | -3.98% | Aug 18, 2010 | DAVPX vs VFFVX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 5 | -10.06% | Jun 30, 2000 | DAVPX vs GXXIX | |
| American Funds The New Economy Fund Class F-1 | Large Cap Growth Equities | 74 | -8.51% | Mar 15, 2001 | DAVPX vs ANFFX | |
| ICON Equity Fund | Large Cap Growth Equities | 39 | -1.68% | Oct 17, 2002 | DAVPX vs IOLZX | |
| Chase Growth Fund | Large Cap Growth Equities | 78 | -4.37% | Dec 2, 1997 | DAVPX vs CHASX |
Compare DAVPX with Any Fund or Stock
Compare DAVPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.