Dearborn Partners Rising Dividend Fund (DRDIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DRDIX
DRDIX charges 0.95% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among DRDIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | DRDIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | DRDIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | DRDIX vs SSSYX |
Best Risk-Adjusted Alternatives to DRDIX
Among mutual funds in the Large Cap Blend Equities 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | DRDIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | DRDIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | DRDIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | DRDIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | DRDIX vs DHAMX |
Top Performing DRDIX Alternatives (YTD)
DRDIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | DRDIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | DRDIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | DRDIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | DRDIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | DRDIX vs RCKSX |
Lowest Volatility Alternatives to DRDIX
DRDIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | DRDIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | DRDIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | DRDIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | DRDIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | DRDIX vs QUERX |
Lowest Drawdown Alternatives to DRDIX
DRDIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | DRDIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | DRDIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | DRDIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | DRDIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | DRDIX vs GQEIX |
Often Compared With DRDIX
What investors most often compare with DRDIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Amplify CWP Enhanced Dividend Income ETF | Derivative Income | 80 | 2.01% | Dec 13, 2016 | DRDIX vs DIVO | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 46 | -6.75% | Nov 13, 2000 | DRDIX vs VTSAX | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | DRDIX vs SCHD | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 49 | -4.34% | Sep 15, 2005 | DRDIX vs DFEOX | |
| Fidelity High Dividend ETF | Large Cap Blend Equities, Dividend | 60 | -1.78% | Sep 12, 2016 | DRDIX vs FDVV | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | DRDIX vs VITPX |
Compare DRDIX with Any Fund or Stock
Compare DRDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.