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 284 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | DFDPX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | DFDPX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | DFDPX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | DFDPX vs VIGAX |
Best Risk-Adjusted Alternatives to DFDPX
DFDPX has a PortfoliosLab risk / return rank of 3. There are 397 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | DFDPX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | DFDPX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | DFDPX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | DFDPX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | DFDPX vs FOCPX |
Top Performing DFDPX Alternatives (YTD)
DFDPX is at -4.82% YTD. There are 396 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | DFDPX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | DFDPX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | DFDPX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | DFDPX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | DFDPX vs POGRX |
Lowest Volatility Alternatives to DFDPX
DFDPX has 14.50% 1-year volatility. There are 85 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | DFDPX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | DFDPX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | DFDPX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | DFDPX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | DFDPX vs GQEPX |
Lowest Drawdown Alternatives to DFDPX
DFDPX has a 1-year max drawdown of -18.08%. There are 342 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | DFDPX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | DFDPX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | DFDPX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | DFDPX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | DFDPX vs DNVYX |
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 | -11.79% | — | Jul 2011 | DFDPX vs DFDMX | |
| DF Dent Small Cap Growth Fund | Small Cap Growth Equities | 4 | -0.88% | — | Nov 2013 | DFDPX vs DFDSX |
Often Compared With DFDPX
Investors most often compare DFDPX with BPTRX, BLUEX, ADX. These 17 comparison targets span 4 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