Dearborn Partners Rising Dividend Fund (DRDIX) 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 DRDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DRDIX
DRDIX charges 0.95% annually. There are 283 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% | — | — | DRDIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DRDIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | DRDIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | DRDIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | DRDIX vs SSSYX |
Best Risk-Adjusted Alternatives to DRDIX
DRDIX has a PortfoliosLab risk / return rank of 2. There are 386 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | DRDIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | DRDIX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | DRDIX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | DRDIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | DRDIX vs GTLOX |
Top Performing DRDIX Alternatives (YTD)
DRDIX is at -0.45% YTD. There are 380 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | DRDIX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | DRDIX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | DRDIX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | DRDIX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | DRDIX vs IGIAX |
Lowest Volatility Alternatives to DRDIX
DRDIX has 9.05% 1-year volatility. There are 6 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | DRDIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | DRDIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | DRDIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | DRDIX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | DRDIX vs FULVX |
Lowest Drawdown Alternatives to DRDIX
DRDIX has a 1-year max drawdown of -7.69%. There are 32 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | DRDIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | DRDIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | DRDIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | DRDIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | DRDIX vs QUERX |
Often Compared With DRDIX
Investors most often compare DRDIX with DIVO, VTSAX, DFEOX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DRDIX with Any Fund or Stock
Compare DRDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DRDIX with funds that move differently
Dearborn Partners Rising Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRDIX.
Explore DRDIX Diversifiers