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 290 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DRDIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | DRDIX vs VFFSX | |
| 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 | |
| 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 3. There are 392 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | DRDIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | DRDIX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | DRDIX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | DRDIX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | DRDIX vs VPMAX |
Top Performing DRDIX Alternatives (YTD)
DRDIX is at 1.08% YTD. There are 389 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | DRDIX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | DRDIX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | DRDIX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | DRDIX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | DRDIX vs VPMAX |
Lowest Volatility Alternatives to DRDIX
DRDIX has 9.28% 1-year volatility. There are 6 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | DRDIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | DRDIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | DRDIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | DRDIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | DRDIX vs JEPIX |
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 -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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, DFEOX, VTSAX. These 20 comparison targets span 5 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