DRDIX Alternatives & Similar Mutual Funds

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 289 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	DRDIX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	DRDIX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	DRDIX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	DRDIX vs FLCPX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	DRDIX vs VIIIX

Best Risk-Adjusted Alternatives to DRDIX

DRDIX has a PortfoliosLab risk / return rank of 2. There are 391 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
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	DRDIX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	DRDIX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	DRDIX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	DRDIX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	DRDIX vs IGIAX

Top Performing DRDIX Alternatives (YTD)

DRDIX is at -2.36% YTD. There are 382 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	DRDIX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	DRDIX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	DRDIX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	DRDIX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	DRDIX vs FLVCX

Lowest Volatility Alternatives to DRDIX

DRDIX has 9.15% 1-year volatility. There are 6 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	DRDIX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	DRDIX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	DRDIX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	DRDIX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	DRDIX vs FSUVX

Lowest Drawdown Alternatives to DRDIX

DRDIX has a 1-year max drawdown of -7.69%. There are 30 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	DRDIX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	DRDIX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	DRDIX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	DRDIX vs AUEIX
QUERX	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 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DIVO	Amplify CWP Enhanced Dividend Income ETF	Derivative Income	60	5.40%	7.20B	Dec 2016	DRDIX vs DIVO
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	65	10.33%	2.30T	Nov 2000	DRDIX vs VTSAX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	77	11.47%	—	Sep 2005	DRDIX vs DFEOX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	77	17.72%	99.95B	Oct 2011	DRDIX vs SCHD
FDVV	Fidelity High Dividend ETF	Large Cap Blend Equities, Dividend	64	8.39%	9.77B	Sep 2016	DRDIX vs FDVV
POGSX	Pin Oak Equity	Large Cap Blend Equities	87	16.85%	—	Aug 1992	DRDIX vs POGSX
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	51	11.33%	—	Nov 2019	DRDIX vs FNSTX
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	51	7.79%	—	—	DRDIX vs SGOIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	91	24.16%	—	Dec 2011	DRDIX vs DHAMX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	29	9.77%	—	Nov 1988	DRDIX vs MUHLX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	Large Cap Blend Equities	64	10.60%	—	Jan 1990	DRDIX vs PAGRX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	65	10.34%	35.20B	May 2001	DRDIX vs VITPX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	53	7.79%	—	Sep 2022	DRDIX vs FEQHX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	4	2.66%	—	Jan 2021	DRDIX vs NWAUX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	64	9.78%	—	Aug 2014	DRDIX vs SSEYX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	53	10.75%	—	Sep 2005	DRDIX vs DFIEX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	59	7.87%	—	Mar 2025	DRDIX vs FGJEX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	76	9.78%	—	Jul 2017	DRDIX vs WBREOX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	86	26.78%	—	Dec 2019	DRDIX vs ALSMX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	65	9.78%	—	Sep 2014	DRDIX vs SSSYX

Compare DRDIX with Any Fund or Stock

Compare DRDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Dearborn Partners Rising Dividend Fund (DRDIX) Alternatives