Davenport Equity Opportunities Fund (DEOPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DEOPX
DEOPX charges 0.88% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among DEOPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | DEOPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | DEOPX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | DEOPX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | DEOPX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | DEOPX vs SWMCX |
Best Risk-Adjusted Alternatives to DEOPX
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... | 93 | — | DEOPX vs MISIX | |
| Paradigm Select Fund | 86 | Jan 3, 2005 | DEOPX vs PFSLX | |
| Tarkio Fund | 82 | Jun 28, 2011 | DEOPX vs TARKX | |
| Gabelli Value 25 Fund | 82 | Sep 29, 1989 | DEOPX vs GABVX | |
| The Texas Fund | 74 | Sep 17, 2013 | DEOPX vs BIGTX |
Top Performing DEOPX Alternatives (YTD)
DEOPX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Paradigm Select Fund | 11.83% | Jan 3, 2005 | DEOPX vs PFSLX | |
| Ave Maria Value Fund | 9.67% | May 1, 2001 | DEOPX vs AVEMX | |
| The Texas Fund | 9.34% | Sep 17, 2013 | DEOPX vs BIGTX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 7.81% | Aug 12, 2015 | DEOPX vs FZFLX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 6.17% | Dec 26, 2018 | DEOPX vs FTSIX |
Lowest Volatility Alternatives to DEOPX
DEOPX 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 | 13.74% | Dec 26, 2019 | DEOPX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | DEOPX vs LLSCX | |
| Victory RS Investors Fund | 15.83% | Nov 15, 2005 | DEOPX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.91% | Jul 14, 1999 | DEOPX vs TLVAX | |
| Gabelli Focused Growth and Income Fund | 16.07% | Dec 31, 2002 | DEOPX vs GWSAX |
Lowest Drawdown Alternatives to DEOPX
DEOPX 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 | DEOPX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | DEOPX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | DEOPX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | DEOPX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | DEOPX vs KMVAX |
Other Mutual Funds from Davenport
Most popular Davenport mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Davenport Small Cap Focus Fund | Small Cap Blend Equities | 6 | -0.92% | Dec 31, 2014 | DEOPX vs DSCPX | |
| Davenport Core Fund | Large Cap Growth Equities | 17 | -6.18% | Jan 15, 1998 | DEOPX vs DAVPX | |
| Davenport Value & Income Fund | Large Cap Value Equities | 33 | 1.89% | Dec 31, 2010 | DEOPX vs DVIPX | |
| Davenport Balanced Income Fund | Diversified Portfolio | 44 | 1.47% | Dec 30, 2015 | DEOPX vs DBALX |
Often Compared With DEOPX
What investors most often compare with DEOPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF | Large Cap Growth Equities | 60 | -3.28% | Nov 3, 2009 | DEOPX vs SCHB | |
| Invesco S&P MidCap Quality ETF | Mid Cap Blend Equities | 38 | 2.09% | Dec 1, 2006 | DEOPX vs XMHQ | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 6 | -4.35% | Jul 21, 1983 | DEOPX vs GTSGX |
Compare DEOPX with Any Fund or Stock
Compare DEOPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.