DWS Floating Rate Fund (DFRTX) Alternatives
DWS Floating Rate Fund (DFRTX) belongs to the Bank Loan category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFRTX. 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 DFRTX
DFRTX charges 0.78% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among DFRTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | Jan 31, 2017 | DFRTX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | DFRTX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | DFRTX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | DFRTX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | Dec 30, 2007 | DFRTX vs LFRIX |
Best Risk-Adjusted Alternatives to DFRTX
Among mutual funds in the Bank Loan 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 | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 100 | Jun 8, 2023 | DFRTX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | DFRTX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | DFRTX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | DFRTX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | DFRTX vs PYFRX |
Top Performing DFRTX Alternatives (YTD)
DFRTX alternatives from the Bank Loan category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 1.80% | Jun 8, 2023 | DFRTX vs CAPIX | |
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | DFRTX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 1.41% | Jan 31, 2017 | DFRTX vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | DFRTX vs RCRIX | |
| DWS Floating Rate Fund Class S | 0.38% | Jun 28, 2007 | DFRTX vs DFRPX |
Lowest Volatility Alternatives to DFRTX
DFRTX alternatives from the Bank Loan category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 1.21% | Jun 8, 2023 | DFRTX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | DFRTX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | DFRTX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | DFRTX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | DFRTX vs SFHIX |
Lowest Drawdown Alternatives to DFRTX
DFRTX alternatives from the Bank Loan category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | -0.37% | Jun 8, 2023 | DFRTX vs CAPIX | |
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | DFRTX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | DFRTX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | DFRTX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | DFRTX vs DFLYX |
Other Mutual Funds from DWS
Most popular DWS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund - Class A | Diversified Portfolio | 81 | 8.59% | Jul 30, 2007 | DFRTX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 37 | -12.14% | Sep 6, 1948 | DFRTX vs KTCAX | |
| DWS RREEF Real Assets Fund | Global Allocation | 82 | 8.70% | Jul 29, 2007 | DFRTX vs AAAZX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 40 | -7.39% | May 31, 1929 | DFRTX vs SCDGX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 65 | -1.44% | May 7, 1996 | DFRTX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 12 | -7.80% | Jul 22, 1986 | DFRTX vs SCOBX | |
| DWS Equity 500 Index Fund | Large Cap Blend Equities | 43 | -7.10% | Dec 31, 1992 | DFRTX vs BTIIX | |
| DWS CROCI International Fund | Foreign Large Cap Equities | 85 | 1.17% | Jun 17, 1953 | DFRTX vs SCINX | |
| DWS CROCI Equity Dividend Fd | Large Cap Value Equities | 10 | 1.39% | Mar 18, 1988 | DFRTX vs KDHAX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 9 | -14.32% | Jul 14, 2000 | DFRTX vs SCGSX |
Often Compared With DFRTX
What investors most often compare with DFRTX, based on PortfoliosLab usage data.
Compare DFRTX with Any Fund or Stock
Compare DFRTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.