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 335 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 Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | DFMAX vs VSMPX |
Best Risk-Adjusted Alternatives to DFMAX
DFMAX has a PortfoliosLab risk / return rank of 24. There are 338 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | DFMAX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | DFMAX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | DFMAX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | DFMAX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | DFMAX vs POGSX |
Top Performing DFMAX Alternatives (YTD)
DFMAX is at 5.90% YTD. There are 331 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | DFMAX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | DFMAX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | DFMAX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | DFMAX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | DFMAX vs IGIAX |
Lowest Volatility Alternatives to DFMAX
DFMAX has 11.81% 1-year volatility. There are 59 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 | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | DFMAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | DFMAX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | DFMAX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | DFMAX vs SILVX |
Lowest Drawdown Alternatives to DFMAX
DFMAX has a 1-year max drawdown of -7.93%. There are 38 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 | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | DFMAX vs AMFEX |
Often Compared With DFMAX
Investors most often compare DFMAX with FULVX, FZALX, FTRIX. These 20 comparison targets span 5 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