DF Dent Premier Growth Fund (DFDPX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFDPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFDPX
DFDPX charges 0.99% annually. There are 288 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | DFDPX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | DFDPX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | DFDPX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | DFDPX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | DFDPX vs VIGAX |
Best Risk-Adjusted Alternatives to DFDPX
DFDPX has a PortfoliosLab risk / return rank of 4. There are 406 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | DFDPX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | DFDPX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | DFDPX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | DFDPX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | DFDPX vs POGRX |
Top Performing DFDPX Alternatives (YTD)
DFDPX is at -1.06% YTD. There are 403 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | DFDPX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | DFDPX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | DFDPX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | DFDPX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | DFDPX vs FOKFX |
Lowest Volatility Alternatives to DFDPX
DFDPX has 13.88% 1-year volatility. There are 93 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | DFDPX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | DFDPX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | DFDPX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | DFDPX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | DFDPX vs AWYIX |
Lowest Drawdown Alternatives to DFDPX
DFDPX has a 1-year max drawdown of -18.08%. There are 348 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | DFDPX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | DFDPX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | DFDPX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | DFDPX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | DFDPX vs AQEIX |
Other Mutual Funds from DF Dent Funds
The 2 most viewed DF Dent Funds mutual funds shown here include DFDMX, DFDSX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DF Dent Midcap Growth Fund | Mid Cap Growth Equities | 1 | -9.39% | — | Jul 2011 | DFDPX vs DFDMX | |
| DF Dent Small Cap Growth Fund | Small Cap Growth Equities | 3 | -0.71% | — | Nov 2013 | DFDPX vs DFDSX |
Often Compared With DFDPX
Investors most often compare DFDPX with BPTRX, BLUEX, ADX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DFDPX with Any Fund or Stock
Compare DFDPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFDPX with funds that move differently
DF Dent Premier Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFDPX.
Explore DFDPX Diversifiers