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 a closer substitute for your current allocation.
Cheapest Alternatives to DDDIX
DDDIX charges 1.51% annually. There are 116 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | DDDIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | DDDIX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | DDDIX vs VMCPX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | DDDIX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | DDDIX vs FSMAX |
Best Risk-Adjusted Alternatives to DDDIX
DDDIX has a PortfoliosLab risk / return rank of 78. There are 9 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | DDDIX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | DDDIX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | DDDIX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | DDDIX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | DDDIX vs FZAMX |
Top Performing DDDIX Alternatives (YTD)
DDDIX is at 32.60% YTD. There is 1 mutual fund in the Mid Cap Blend Equities category with a higher YTD return, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | DDDIX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | DDDIX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | DDDIX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | DDDIX vs FZAMX | |
| Fidelity Advisor Mid Cap II Fund Class I | 24.55% | — | Aug 2004 | DDDIX vs FIIMX |
Lowest Volatility Alternatives to DDDIX
DDDIX has 20.28% 1-year volatility. There are 114 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | DDDIX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | DDDIX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | DDDIX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | DDDIX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | DDDIX vs RSINX |
Lowest Drawdown Alternatives to DDDIX
DDDIX has a 1-year max drawdown of -10.82%. There are 94 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | DDDIX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | DDDIX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | DDDIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | DDDIX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | DDDIX vs DNLDX |
Often Compared With DDDIX
Investors most often compare DDDIX with IIPR, KMVAX, LLSCX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DDDIX with Any Fund or Stock
Compare DDDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DDDIX with funds that move differently
13D Activist Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DDDIX.
Explore DDDIX Diversifiers