Davidson Multi-Cap Equity Fund (DFMAX) belongs to the Large 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 DFMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFMAX
DFMAX charges 1.15% annually. There are 344 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | DFMAX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DFMAX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | DFMAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | DFMAX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | DFMAX vs VIIIX |
Best Risk-Adjusted Alternatives to DFMAX
DFMAX has a PortfoliosLab risk / return rank of 29. There are 328 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | DFMAX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | DFMAX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | DFMAX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | DFMAX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | DFMAX vs GTLOX |
Top Performing DFMAX Alternatives (YTD)
DFMAX is at 6.95% YTD. There are 336 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | DFMAX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | DFMAX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | DFMAX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | DFMAX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | DFMAX vs RESGX |
Lowest Volatility Alternatives to DFMAX
DFMAX has 11.63% 1-year volatility. There are 61 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | DFMAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | DFMAX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | DFMAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | DFMAX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | DFMAX vs JEPIX |
Lowest Drawdown Alternatives to DFMAX
DFMAX has a 1-year max drawdown of -7.93%. There are 42 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | DFMAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | DFMAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | DFMAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | DFMAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | DFMAX vs QUERX |
Often Compared With DFMAX
Investors most often compare DFMAX with FTZIX, FULVX, FTRIX. These 19 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DFMAX with Any Fund or Stock
Compare DFMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFMAX with funds that move differently
Davidson Multi-Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFMAX.
Explore DFMAX Diversifiers