Delaware Tax-Free Pennsylvania Fund (DELIX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DELIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DELIX
DELIX charges 0.84% annually. There are 413 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | DELIX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | DELIX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | DELIX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | DELIX vs FSMUX | |
| Fidelity Municipal Bond Index Fund | 0.07% | 0.00 | Jul 2019 | DELIX vs FMBIX |
Best Risk-Adjusted Alternatives to DELIX
DELIX has a PortfoliosLab risk / return rank of 62. There are 380 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | DELIX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | DELIX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | DELIX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | DELIX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | DELIX vs ATOIX |
Top Performing DELIX Alternatives (YTD)
DELIX is at 2.53% YTD. There are 16 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | DELIX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | DELIX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | DELIX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | DELIX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | DELIX vs MIY |
Lowest Volatility Alternatives to DELIX
DELIX has 3.76% 1-year volatility. There are 444 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | DELIX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | DELIX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DELIX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DELIX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | DELIX vs DFSMX |
Lowest Drawdown Alternatives to DELIX
DELIX has a 1-year max drawdown of -3.28%. There are 418 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | DELIX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | DELIX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | DELIX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | DELIX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | DELIX vs TFCYX |
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 | 98 | 112.88% | — | Jun 1996 | DELIX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 17.90% | — | Oct 1993 | DELIX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | 3.46% | — | Jun 2000 | DELIX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 9 | 2.17% | — | Jun 2000 | DELIX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 48 | 15.25% | — | Jun 1987 | DELIX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 37 | 12.71% | — | Dec 1998 | DELIX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 32 | 10.05% | — | Aug 2003 | DELIX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 40 | 2.21% | — | Jan 1984 | DELIX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 30 | 5.83% | — | Sep 1998 | DELIX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 31 | 2.60% | — | Sep 1986 | DELIX vs CXHYX |
Often Compared With DELIX
Investors most often compare DELIX with MUJ, FIUSX, NQP. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 44 | 4.64% | — | Mar 1998 | DELIX vs MUJ | |
| Delaware Opportunity Fund | Mid Cap Value Equities | 82 | 18.81% | — | Aug 1992 | DELIX vs FIUSX | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | DELIX vs NQP | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 78 | 1.81% | — | Jun 2012 | DELIX vs FXIEX | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 23 | 4.06% | — | Feb 1998 | DELIX vs MUC | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 22 | 3.87% | — | Nov 1992 | DELIX vs MPA |
Compare DELIX with Any Fund or Stock
Compare DELIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DELIX with funds that move differently
Delaware Tax-Free Pennsylvania Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DELIX.
Explore DELIX Diversifiers