Permanent Portfolio Aggressive Growth Fund Class A (PAGDX) 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 PAGDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PAGDX
PAGDX charges 1.46% annually. There are 376 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% | — | — | PAGDX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PAGDX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | PAGDX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | PAGDX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | PAGDX vs VIIIX |
Best Risk-Adjusted Alternatives to PAGDX
PAGDX has a PortfoliosLab risk / return rank of 57. There are 192 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | PAGDX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | PAGDX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | PAGDX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | PAGDX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | PAGDX vs GTLOX |
Top Performing PAGDX Alternatives (YTD)
PAGDX is at 11.72% YTD. There are 115 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | PAGDX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | PAGDX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | PAGDX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | PAGDX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | PAGDX vs RESGX |
Lowest Volatility Alternatives to PAGDX
PAGDX has 17.91% 1-year volatility. There are 389 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | PAGDX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | PAGDX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | PAGDX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | PAGDX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | PAGDX vs JEPIX |
Lowest Drawdown Alternatives to PAGDX
PAGDX has a 1-year max drawdown of -9.16%. There are 205 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 | PAGDX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | PAGDX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | PAGDX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | PAGDX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | PAGDX vs QUERX |
Other Mutual Funds from Permanent Portfolio
The 5 most viewed Permanent Portfolio mutual funds shown here include PRPFX, PAGRX, PRVBX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Permanent Portfolio Class I | Diversified Portfolio | 29 | 2.58% | — | Dec 1982 | PAGDX vs PRPFX | |
| Permanent Portfolio Aggressive Growth Portfolio | Large Cap Blend Equities | 58 | 11.87% | — | Jan 1990 | PAGDX vs PAGRX | |
| Permanent Portfolio Versatile Bond Portfolio | Short-Term Bond | 81 | 1.26% | — | Sep 1991 | PAGDX vs PRVBX | |
| Permanent Portfolio Short-Term Treasury Portfolio | Ultrashort Bond | 99 | 0.96% | — | Sep 1987 | PAGDX vs PRTBX | |
| Permanent Portfolio Fund Class A | Diversified Portfolio | 29 | 2.46% | — | May 2016 | PAGDX vs PRPDX |
Often Compared With PAGDX
Investors most often compare PAGDX with LMISX, AFIFX, AVEDX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PAGDX with Any Fund or Stock
Compare PAGDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PAGDX with funds that move differently
Permanent Portfolio Aggressive Growth Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PAGDX.
Explore PAGDX Diversifiers