Payson Total Return Fund (PBFDX) 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 PBFDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PBFDX
PBFDX charges 0.82% annually. There are 243 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% | — | — | PBFDX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PBFDX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | PBFDX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | PBFDX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | PBFDX vs SSSYX |
Best Risk-Adjusted Alternatives to PBFDX
PBFDX has a PortfoliosLab risk / return rank of 58. There are 192 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 | 17.20B | Dec 2004 | PBFDX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | PBFDX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | PBFDX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | PBFDX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | PBFDX vs IGIAX |
Top Performing PBFDX Alternatives (YTD)
PBFDX is at 9.92% YTD. There are 130 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | PBFDX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | PBFDX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | PBFDX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | PBFDX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | PBFDX vs FLVCX |
Lowest Volatility Alternatives to PBFDX
PBFDX has 15.27% 1-year volatility. There are 368 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 | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | PBFDX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | PBFDX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | PBFDX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | PBFDX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | PBFDX vs FSUVX |
Lowest Drawdown Alternatives to PBFDX
PBFDX has a 1-year max drawdown of -10.93%. There are 320 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 | PBFDX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | PBFDX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | PBFDX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | PBFDX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | PBFDX vs QUERX |
Often Compared With PBFDX
Investors most often compare PBFDX with FGLGX, FCNTX, FXAIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare PBFDX with Any Fund or Stock
Compare PBFDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PBFDX with funds that move differently
Payson Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PBFDX.
Explore PBFDX Diversifiers