13D Activist Fund (DDDIX) Alternatives
13D Activist Fund (DDDIX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DDDIX. 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 DDDIX
DDDIX charges 1.51% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among DDDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | DDDIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | DDDIX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | DDDIX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | DDDIX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | DDDIX vs VEMPX |
Best Risk-Adjusted Alternatives to DDDIX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | DDDIX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | DDDIX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | DDDIX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | DDDIX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | DDDIX vs BIGTX |
Top Performing DDDIX Alternatives (YTD)
DDDIX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | DDDIX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | DDDIX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | DDDIX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | DDDIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | DDDIX vs FTSIX |
Lowest Volatility Alternatives to DDDIX
DDDIX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | DDDIX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | DDDIX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | DDDIX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | DDDIX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | DDDIX vs GABVX |
Lowest Drawdown Alternatives to DDDIX
DDDIX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | DDDIX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | DDDIX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | DDDIX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | DDDIX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | DDDIX vs KMVAX |
Often Compared With DDDIX
What investors most often compare with DDDIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Innovative Industrial Properties, Inc. | 40 | 10.03% | — | DDDIX vs IIPR | ||
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | DDDIX vs FZFLX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | DDDIX vs GTSGX |
Compare DDDIX with Any Fund or Stock
Compare DDDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.