Davenport Equity Opportunities Fund (DEOPX) 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 DEOPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DEOPX
DEOPX charges 0.88% annually. There are 57 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 | DEOPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | DEOPX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | DEOPX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | DEOPX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | DEOPX vs VMCIX |
Best Risk-Adjusted Alternatives to DEOPX
DEOPX has a PortfoliosLab risk / return rank of 3. There are 122 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | DEOPX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | DEOPX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | DEOPX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | DEOPX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | DEOPX vs FZAMX |
Top Performing DEOPX Alternatives (YTD)
DEOPX is at 2.68% YTD. There are 117 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | DEOPX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | DEOPX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | DEOPX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | DEOPX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | DEOPX vs FZAMX |
Lowest Volatility Alternatives to DEOPX
DEOPX has 15.53% 1-year volatility. There are 55 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | DEOPX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | DEOPX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | DEOPX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | DEOPX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | DEOPX vs RSINX |
Lowest Drawdown Alternatives to DEOPX
DEOPX has a 1-year max drawdown of -13.94%. There are 121 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 | DEOPX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | DEOPX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | DEOPX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | DEOPX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | DEOPX vs DNLDX |
Other Mutual Funds from Davenport
The 4 most viewed Davenport mutual funds shown here include DSCPX, DAVPX, DVIPX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Davenport Small Cap Focus Fund | Small Cap Blend Equities | 7 | 8.54% | — | Dec 2014 | DEOPX vs DSCPX | |
| Davenport Core Fund | Large Cap Growth Equities | 16 | 4.89% | — | Jan 1998 | DEOPX vs DAVPX | |
| Davenport Value & Income Fund | Large Cap Value Equities | 22 | 4.55% | — | Dec 2010 | DEOPX vs DVIPX | |
| Davenport Balanced Income Fund | Diversified Portfolio | 28 | 3.18% | — | Dec 2015 | DEOPX vs DBALX |
Often Compared With DEOPX
Investors most often compare DEOPX with SCHB, XMHQ, BIGTX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DEOPX with Any Fund or Stock
Compare DEOPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DEOPX with funds that move differently
Davenport Equity Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DEOPX.
Explore DEOPX Diversifiers