Delaware Wealth Builder Fund (DDIIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DDIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DDIIX
DDIIX charges 0.84% annually. There are 358 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | DDIIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | DDIIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | DDIIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | DDIIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | DDIIX vs VTMFX |
Best Risk-Adjusted Alternatives to DDIIX
DDIIX has a PortfoliosLab risk / return rank of 83. There are 40 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | DDIIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | DDIIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | DDIIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | DDIIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | DDIIX vs AOBLX |
Top Performing DDIIX Alternatives (YTD)
DDIIX is at 9.86% YTD. There are 79 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | DDIIX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | DDIIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | DDIIX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | DDIIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | DDIIX vs TIBIX |
Lowest Volatility Alternatives to DDIIX
DDIIX has 8.52% 1-year volatility. There are 257 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | DDIIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | DDIIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | DDIIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | DDIIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | DDIIX vs CSTAX |
Lowest Drawdown Alternatives to DDIIX
DDIIX has a 1-year max drawdown of -6.46%. There are 284 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | DDIIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | DDIIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | DDIIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | DDIIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | DDIIX vs CSTAX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 94 | 85.88% | — | Jun 1996 | DDIIX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 20.16% | — | Oct 1993 | DDIIX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 1.14% | — | Jun 2000 | DDIIX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 6 | 0.55% | — | Jun 2000 | DDIIX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 55 | 19.29% | — | Jun 1987 | DDIIX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 52 | 17.73% | — | Dec 1998 | DDIIX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 21 | 5.31% | — | Aug 2003 | DDIIX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 69 | 2.74% | — | Jan 1984 | DDIIX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 36 | 7.96% | — | Sep 1998 | DDIIX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 58 | 2.64% | — | Sep 1986 | DDIIX vs CXHYX |
Often Compared With DDIIX
Investors most often compare DDIIX with FDFIX, IVOIX, BWBIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DDIIX with Any Fund or Stock
Compare DDIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DDIIX with funds that move differently
Delaware Wealth Builder Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DDIIX.
Explore DDIIX Diversifiers